pf_legs-water

Extend the
international cooperation

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N. FUNDS WITH 5 STARS
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FUNDS INTERESTED IN THE TOPIC
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FUNDS ANALYZED

How Can I Take Action?

The stakes

Sustainability is an issue that must actively involve all countries in the world, whether they are more or less developed, and promoting sustainability in the world requires the cooperation of every state. It is essential that richer states help poorer ones keep pace with progress, both technological and social, and that they commit themselves to following the core principles of the most important international organizations.

Fostering international cooperation means promoting relations between states and Society in such a way as to achieve common goals in political, economic and environmental matters.

The sustainability goals

The goals that mutual funds can set to support international cooperation focus on complying with and adhering to the most significant international regulations (Paris Agreement, Convention on Corruption, PRI), constant monitoring of the ESG activities of their holdings.

Another goal that mutual funds can set is to choose some of the Sustainable Development Goals (SDGs) and promote their achievement by following the guidelines of the action plan approved by the 193 countries that are part of the UN.

Management strategies

Sustainable investors use different management strategies:
The Exclusion Approach: Many funds address the issue by excluding from their Portfolio those states that are not fiscally transparent according to the OECD Blacklist.
The Normative Approach: Most funds adhere to and comply with the most important international regulations on the environment (Paris Convention, Biodiversity Convention), labor (ILO), transparency and governance (PRI, Corruption Convention, Freedom House).
Best practices: Some funds conduct ESG performance assessments of the countries in which they intend to invest or are members of organized associations that strive for greater transparency in investments (GIIN, ILG, GRI).

We use 55 criteria to determine the significance of international cooperation in mutual fund management in our universe.

Impact, ESG Risk and Screening strategies are fairly balanced with a slight prevalence of ESG Risk in the valuation systems. At the Screening level the most widely used strategy is the regulatory approach with a focus placed on bribery and exclusion of those who use it; at theESG Risk level the strategy that is most widely used is adherence to supranational principles or particular initiatives aimed at sustainability by Society management(PRI, ILO, CDP); while at the Impact level much emphasis is placed on the use ofEngagement to influence ESG decisions within the Assemblies.

The adverse impacts

Assessing the negative impacts associated with international cooperation is useful in facilitating international convergence toward a UN-coordinated model where individual countries agree to a minimum level of rights, transparency, tax policy and coordination.

The European Union has taken a strong position in this regard, making it mandatory for sustainable funds to measure the following indicators:

  • Violations of the principles of the UN Global Compact and the Organization for Economic Cooperation and Development (OECD) guidelines for multinational enterprises:
    The Share of Investments in Society investees that have been involved in violations of the UNGC principles or the OECD Guidelines for Multinational Enterprises.
  • Share of investments in Society investees that do not verify compliance with the UNGC or the OECD Guidelines for Multinational Enterprises.:
    The Share of Investments in Society investees without policies to monitor compliance with the UNGC principles or the OECD Guidelines for Multinational Enterprises or complaint handling mechanisms to address violations of the UNGC or OECD principles.

The meaning is clear: sustainable funds must follow the principles of the UN Global Compact and discard investments in Society involved in litigation or not caring.

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The 5 most profitable sustainable equity funds intent on fostering international cooperation :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Equity Sectoral Equities - Banking & Finance 79.607 LU1876459303 LU1876459303 Axiom European Banks Equity EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 1 35,38 50,71 212,39
Equity Spain equities 20.297 LU0346389850 LU0346389850 fidelity funds iberia EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 4 21,26 23,49 82,66
Equity Italian equities 19.378 LU0318940342 LU0318940342 fidelity funds italy EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 1 19,99 20,71 84,35
Equity Italian equities 12.344 LU0106239527 LU0106239527 schroder isf italian equity EUR 4 Open-end mutual funds SDGG1 Good Government 5 5 0 18,60 31,57 84,92
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 3 7,45 13,70 84,73
Equity Japan equities 23.263 LU2191967251 LU2191967251 privilEdge alpha japan EUR 4 Open-end mutual funds SDGG1 Good Government 5 5 2 4,63 10,30 69,57
Equity Japan equities 42.950 IE00B2430N18 IE00B2430N18 axa IM japan equity alpha EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 1 3,22 9,74 65,04
Equity International Equity - Growth 45.425 LU1218204631 LU1218204631 invesco global opportunities USD 4 Open-end mutual funds SDGG1 Good Government 5 5 1 0,16 13,50 77,87
Equity French equities 3.514 FR0000011975 FR0000011975 Allianz actions france EUR 4 Open-end mutual funds SDGG1 Good Government 5 4 1 19,68 17,77 61,78
Equity Euro equities 85.156 FR0000945453 FR0000945453 Allianz Actions Euro Innovation EUR 5 Open-end mutual funds SDGG1 Good Government 5 4 2 18,79 16,89 58,76


The 5 most profitable bond funds intent on fostering international cooperation :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Bond Euro Bonds - High Yield 27.966 LU0823381016 LU0823381016 bnp paribas funds bond euro high yield EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 2 3,02 9,41 23,97
Bond Euro Bonds - High Yield 13.697 LU0133806785 LU0133806785 pictet eur high yield EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 2 2,90 8,81 22,28
Bond Euro Bonds - High Yield 15.497 LU0195952261 LU0195952261 franklin templeton euro high yield EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 3 2,82 8,00 23,44
Bond Euro Bonds - High Yield 28.724 LU0849400030 LU0849400030 schroder isf euro high yield EUR 4 Open-end mutual funds SDGG1 Good Government 5 5 2 2,81 9,68 24,10
Bond Euro Bonds - High Yield 23.210 LU0496389221 LU0496389221 AB I Sustainable Euro High Yield Portfolio USD 4 Open-end mutual funds SDGG1 Good Government 5 5 0 2,81 7,29 20,92
Bond Euro Bonds - High Yield 20.671 LU0358408267 LU0358408267 ubs (lux) bond euro high yield EUR 4 Open-end mutual funds SDGG1 Good Government 5 5 2 2,81 9,16 26,17
Bond International Bonds - High Yield 19.984 LU0335991534 LU0335991534 eurizon fund bond high yield EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 3 2,78 9,44 23,63
Bond Absolute Return Obbligazionario Vol <5 70.062 LU1164224336 LU1164224336 axa wf euro credit total return EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 3 2,68 9,88 33,28
Bond Euro Bonds - High Yield 14.675 LU0165129072 LU0165129072 hsbc gif euro high yield bond EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 1 2,41 7,94 18,43
Bond International Bonds - High Yield 87.471 LU0569862609 LU0569862609 UBAM Global High Yield Solution EUR 5 Open-end mutual funds SDGG1 Good Government 5 5 2 2,26 7,95 31,12


The 5 most profitable sustainable ETFs intent on fostering international cooperation :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Equity International Equity 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf EUR 5 Exchange Traded Fund SDGG1 Good Government 5 4 3 1,02 10,11 56,88
Equity Euro equities 62.287 LU1602144575 LU1602144575 amundi etf msci emu esg leaders select ucits etf EUR 5 Exchange Traded Fund SDGG1 Good Government 5 3 3 9,05 6,26 41,77
Equity Euro equities 71.737 IE00BJLKK341 IE00BJLKK341 ishares msci emu sri ucits etf EUR 5 Exchange Traded Fund SDGG1 Good Government 5 3 3 7,30 6,29 41,63
Equity European equities 67.688 LU1940199711 LU1940199711 amundi msci europe esg leaders (dr) ucits etf EUR 5 Exchange Traded Fund SDGG1 Good Government 5 3 4 3,96 0,91 35,46
Equity European equities 72.972 IE00BMDPBY65 IE00BMDPBY65 franklin stoxx600 paris climat ucits etf EUR 5 Exchange Traded Fund SDGG1 Good Government 5 3 4 3,06 1,19 34,10
Equity Emerging Markets Equity - International 72.879 LU2109787551 LU2109787551 amundi etf msci emerging esg leaders ucits etf USD 4 Exchange Traded Fund SDGG1 Good Government 5 3 4 1,34 12,12 7,62
Equity Emerging Markets Equity - International 75.417 LU2109787049 LU2109787049 amundi etf msci emerging esg broad ctb ucits etf USD 4 Exchange Traded Fund SDGG1 Good Government 5 3 3 0,02 9,62 10,65
Equity Japan equities 78.907 IE00BMDBMV87 IE00BMDBMV87 Invesco MSCI Japan ESG Universal Screened UCITS ETF USD 3 Exchange Traded Fund SDGG1 Good Government 5 3 0 -3,97 3,18 27,95
Equity Japan equities 75.420 LU2300294746 LU2300294746 amundi etf msci japan esg broad ctb ucits etf JPY 2 Exchange Traded Fund SDGG1 Good Government 5 2 1 -4,54 2,17 19,40
Equity Sectoral Equities - Technology 68.822 IE00BGL86Z12 IE00BGL86Z12 ishares electric vehicles and driving technology ucits etf USD 4 Exchange Traded Fund SDGG1 Good Government 5 2 2 -7,47 -8,12 11,63

The 5 most profitable sustainable thematic funds intent on fostering international cooperation :

type_name_en Classification Theme instrument_id isin masterisin Fund Currency ESGAP class_type Cod_impact Area ESG Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Sectoral Equities - Technology Security 77.016 LU2357305882 LU2357305882 Allianz GIF Cyber Security EUR 4 Open-end mutual funds SDGG2 Good Government 5 4 0 6,47 28,79 58,43
Equity Sectoral Equities - Technology Digitization 70.033 LU1684370999 LU1684370999 axa wf framlington digital economy EUR 5 Open-end mutual funds SDGG2 Good Government 5 4 2 0,79 18,85 39,48
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 5 Open-end mutual funds SDGG2 Good Government 5 4 2 -2,33 6,84 40,57
Equity Sectoral Equities - Technology Digitization 81.355 LU2429106300 LU2429106300 AXA WF Metaverse USD 4 Open-end mutual funds SDGG2 Good Government 5 4 1 -2,84 7,34 51,16
Equity International Equity Security 73.908 LU0971623524 LU0971623524 cs if 2 cs (lux) security equity USD 4 Open-end mutual funds SDGG2 Good Government 5 4 1 -3,85 9,07 43,66
Equity Sectoral Equities - Technology Big data and artificial intelligence 81.403 LU2387455608 LU2387455608 Franklin Templeton Intelligent Machines EUR 4 Open-end mutual funds SDGG2 Good Government 5 4 1 -7,34 2,84 72,65
Equity Sectoral Equity - Climate & Environment Climate action 74.814 LU2116701777 LU2116701777 dnca invest beyond climate EUR 5 Open-end mutual funds SDGG2 Good Government 5 3 4 10,79 4,35 17,69
Equity Sectoral Equity - Climate & Environment Climate action 69.542 LU1865149980 LU1865149980 allianz gif climate transition EUR 5 Open-end mutual funds SDGG2 Good Government 5 3 4 7,85 8,85 29,08
Equity International Equity Multiple themes 23.027 LU0482498093 LU0482498093 invesco global sustainable structured equity EUR 5 Open-end mutual funds SDGG2 Good Government 5 3 4 4,42 14,54 34,75
Equity Sectoral Equity - Climate & Environment Alternative energy 70.031 LU1914343402 LU1914343402 axa wf framlington clean economy EUR 4 Open-end mutual funds SDGG2 Good Government 5 3 2 3,20 3,48 9,75