How they work
Class RD income distribution funds (providing annual coupons) give you the potential to receive regular income. Besides exploiting the long-term growth potential of the markets, your investment can give you additional liquidity.
Benefits
You can obtain annual earnings to top up your income.
The coupon allows you to benefit from the potential returns of your investment without having to make a refund transaction.
You can always modify your investment approach by switching from income distribution class to income accumulation in the same fund without additional costs.
Who are they suited for?
Etica Sgr’s Class RD income distribution funds are the ideal solution for those who wish to make socially responsible investments in a medium-long term perspective, and also obtain short-term economic gains. For example they are suited to working people with capital who wish to supplement their income or pensioners who choose to invest their severance package with the added advantage of an annual coupon.
Etica Sgr’s socially responsible Class RD income distribution funds combine the benefits of a potential annual coupon with the knowledge that you are investing responsibly.
You can obtain a regular coupon with our Etica Azionario, Etica Bilanciato, Etica Rendita Bilanciata, Etica Obbligazionario Misto and Etica Impatto Clima funds.
This is a marketing communication. 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.
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.
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.
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’ Prospectus available at www.eticasgr.com.
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.