{"id":30325,"date":"2020-05-23T10:51:49","date_gmt":"2020-05-23T08:51:49","guid":{"rendered":"https:\/\/www.eticasgr.com\/storie\/news-events\/i-300-migliori-fondi-2020-etica-sgr"},"modified":"2020-07-06T17:32:14","modified_gmt":"2020-07-06T15:32:14","slug":"the-300-best-funds-of-2020-etica-sgr","status":"publish","type":"post","link":"https:\/\/www.eticasgr.com\/en\/storie\/news-events\/the-300-best-funds-of-2020-etica-sgr","title":{"rendered":"The 300 best funds of 2020 according to CFS Rating: four awards for Etica Sgr"},"content":{"rendered":"

The 300 Best Funds 2020 is a guide <\/a>produced by CFS Rating<\/a> to help the reader navigate the vast universe of mutual investment funds<\/strong>, designed for all types of investors and operators in the sector to support them in choosing the products best suited to their needs.<\/p>\n

Within the 300 Best Funds you will find the rating assigned by CFS Rating, performance analysis, manager comment and managers\u2019 market view, portfolio allocation, independent analysis from CFS Rating and much more information you should know before you invest in a fund.<\/p>\n

Etica SGR appears four times among the top 300 funds<\/h2>\n

Etica Rendita Bilanciata <\/strong>and Etica Bilanciato<\/strong>were recognised in the \u201cBest 300\u201d, a selection based on the rating obtained by UCIs rated for at least 36 months in the relevant categories (\u201cBalanced \u2013 Bond-Oriented\u201d and \u201cBalanced \u2013 Equity-Oriented\u201d respectively).<\/p>\n

\"best<\/p>\n

E<\/strong>tica Rendita Bilanciata<\/strong><\/a> is a fund that seeks to achieve capital growth by focusing on exposure to bond markets whilst seizing opportunities in the equity markets. It is suitable for investors wishing to invest responsibly with a medium-to -long term investment horizon and a medium level of risk, in accordance with environmental, social and governance (ESG)<\/strong> criteria.<\/p>\n

\n

\"best<\/p>\n

Etica Bilanciato<\/strong><\/a> is a fund that aims to achieve capital growth over the medium-to-long term, with a medium-to-high level of risk. It is suitable for investors wishing to seize opportunities in the equity markets and balance them with a strong fixed income base in accordance with environmental, social and governance (ESG)<\/strong> criteria.<\/p>\n

Etica Mixed Bond and Etica Balanced: 10-year results<\/h2>\n

The top 300 funds include the \u201cOver 10 Years\u201d section, which aims to identify companies that have successfully managed investors\u2019 savings over the long term<\/strong> by selecting products and companies that have produced satisfactory results over the last 10 years<\/strong>.<\/p>\n

To identify the Best Fund Over 10 Years, an efficiency indicator<\/strong>\u00a0was used similar to the calculation of the\u00a0Modified Sharpe Ratio<\/a>\u00a0used to calculate ratings, but extended over a longer time horizon. This indicator shows, net of inflation, the level of remuneration for each individual point of volatility, i.e. of risk<\/strong>.<\/p>\n

Etica<\/strong> Mixed Bond <\/strong>and\u00a0Etica<\/strong> Balanced <\/strong>were recognised in the\u00a0\u201cBest Fund over 10 years\u201d <\/strong>category, i.e. the\u00a0best funds with a track record of more than 10 years\u00a0<\/strong>respectively in the \u201cMixed Bonds\u201d and \u201cBalanced \u2013 Equity-Oriented\u201d categories, within the special classification of the most efficient funds with a track record of over ten years distributed in Italy.<\/p>\n

\"300Etica Obbligazionario Misto<\/a> <\/strong>is a fund that seeks to achieve gradual capital<\/strong> growth<\/strong> by combining a search for value in equity markets with a strong fixed income base. It is suitable for investors with a medium-term investment horizon and a medium-low level of risk, subject to environmental, social and governance criteria<\/strong> (ESG)<\/strong>.<\/p>\n

\n

<\/h3>\n

\"300Etica Bilanciato<\/strong><\/a> is a fund that seeks to achieve capital growth over the medium-long term<\/strong>, with a medium-high level of risk. It is suitable for investors wishing to seize opportunities in the equity markets and balance them with a strong fixed income base in accordance with environmental, social and governance (ESG) criteria<\/strong>.<\/p>\n

\n

The success of products in the \u201c300 best funds\u201d category is also reflected in the strong growth in assets under management over the years and the average annual return calculated over the last 10 years.<\/p>\n

More information on the methodology can be found on the CFS Rating Website<\/a>.<\/p>\n\r\n\r\n

This is a marketing communication.<\/strong> The data and information contained herein are provided for information purposes only and do not constitute investment recommendations. This communication is not, and may not be regarded as, an information document required under applicable legislation, and its content is not sufficient to form the basis of an investment decision.<\/p>\n

This communication does not take into account in any way the characteristics of any person who may receive or become aware of it. In particular, it does not take into account their investment objectives, knowledge and experience in investment matters, risk appetite and\/or any other characteristics, including the applicable tax regime.<\/p>\n

Past performance is not indicative of future results, and investments in funds are subject to risks relating to the underlying assets, which may affect the value of the relevant units. Etica SGR provides no guarantee of returns and does not guarantee the repayment of the capital invested. The SGR accepts no liability for any losses that may arise from the use of the information provided in this communication.<\/p>\n

In order to make an informed investment decision, before making any final investment decision, investors should consult the Key Information Document (KID) and the funds\u2019 Prospectus available at www.eticasgr.com<\/a>.<\/p>\n

The placement of the “Linea Valori Responsabili” and “Linea Futuri Responsabili” funds is only available in Italy. For further information, please refer to the Italian version of the website<\/span><\/a>.<\/p>\n

 <\/p>\n\r\n\n","protected":false},"excerpt":{"rendered":"

The 300 Best Funds 2020 is a guide produced by CFS Rating to help the reader navigate the vast universe of mutual investment funds, designed for all types of investors and operators in the sector to support them in choosing the products best suited to their needs. Within the 300 Best Funds you will find […]<\/p>\n","protected":false},"author":1,"featured_media":30092,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[601],"tags":[2089],"yst_prominent_words":[20085,6978,9970,20092,20106,20102,20105,20103,20090,20083,20089,20082,20087,20091,20084,20107,20074,20088,20104,20086],"class_list":["post-30325","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-events","tag-awards","temi-responsible-finance"],"_links":{"self":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/30325"}],"collection":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/comments?post=30325"}],"version-history":[{"count":2,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/30325\/revisions"}],"predecessor-version":[{"id":30328,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/30325\/revisions\/30328"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/media\/30092"}],"wp:attachment":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/media?parent=30325"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/categories?post=30325"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/tags?post=30325"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=30325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}