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Promoting
equality and inclusion

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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

It is essential, within Society, in order not to encounter serious obstacles to the common welfare, that equality and inclusion be firmly rooted. Thus arises, the need to promote a Society that is able to overcome all forms and kinds of gender inequality, where men and women have the same kind of opportunities and where diversity can become a value.

Promoting equality and inclusion means, therefore, being able to intervene for equal opportunity by implementing policies that have human rights treaties and core labor principles as their guide in order to make Society where merit is more important than gender and diversity.

The sustainability goals

Common fund objectives can also be combined with the promotion of equality andinclusion within Society through adherence to the most important international norms in the field (human rights, core labor principles, anti-corruption), or through projects directly dedicated to the abatement of inequality and equal opportunity (fair pay, combating violence against women, fighting poverty) so as to push toward an inclusive Society .

Management strategies

Sustainable investors use different management strategies:
The Exclusion Approach: Many funds approach the issue by excluding Society related to controversial subjects (alcohol, gambling, adult entertainment) or those that do not comply with human rights, labor rights, and child labor regulations.
The Thematic Approach: Some funds invest directly in issues related to equality, inclusion, and reducing inequality (microcredit, human capital enhancement, transportation, demographic trends).
The Normative Approach: Most funds make special reference to international treaties on human rights (Universal Declaration of Human Rights) and children's rights and the UN Convention on Corruption.

We have identified about 70 criteria that allow us to assess the importance of equality and inclusion in mutual fund management in our universe.

The most widely used approaches are Screening: exclusion (controversial subjects and non-compliance with human and labor rights) and normative (human rights and corruption) with still few cases of thematic funds focusing, instead, on theImpact they generate.

The adverse impacts

Gender equality is hindered by a range of abuses, social, economic and criminal. Establishing key indicators to measure discrimination of various kinds is therefore a key step in promoting inclusion and a culture of diversity.

The evaluation requirements on sustainable mutual funds are emblematic of a Society that seeks to remove the very first of injustices, that to women. The mandatory indicators are:

  • Inadequate gender pay gap:
    The difference between the average gross hourly wage of male employees compared to female employees expressed as a percentage.
  • Gender diversity in the board of directors.:
    The average ratio of female board members to male board members in the Society investees.

In addition to these, sustainable funds are optionally invited to measure:

  • Incidents of discrimination:
    The number of incidents of discrimination reported in the Society participated expressed as a weighted average.
  • CEO excessive pay ratio.:
    The average ratio, within the Society investees, between the total annual compensation of the highest-paid individual and the average total annual compensation of all employees (excluding the highest-paid individual).
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The 5 Most Profitable Sustainable Equity Funds Attentive to Inclusion and Gender Equality Issues :

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 Italian equities 12.344 LU0106239527 LU0106239527 schroder isf italian equity EUR 5 Open-end mutual funds SDGS4 Society 5 5 1 29,14 42,96 122,23
Equity Italian equities 10.582 IT0004896541 IT0004896541 soul italy EUR 5 Open-end mutual funds SDGS4 Society 5 5 1 24,34 25,32 125,33
Equity Sectoral Equities - Discretionary Consumption 61.945 LU1590492481 LU1590492481 invesco global consumer trends EUR 3 Open-end mutual funds SDGS4 Society 5 4 1 61,96 54,34 107,98
Equity Sectoral Equities - Precious Metals 4.625 FR0010664078 FR0010664078 edmond de rothschild am goldsphere EUR 3 Open-end mutual funds SDGS4 Society 5 4 0 53,37 92,18 199,85
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS4 Society 5 4 0 47,34 85,95 173,72
Equity Sectoral Equities - Technology 73.466 LU2181906269 LU2181906269 sycomore sustainable tech EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 43,14 24,71 116,08
Equity Sectoral Equities - Technology 20.921 LU0366762994 LU0366762994 franklin templeton technology EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 43,05 19,29 104,68
Equity Emerging Markets Equity - International 17.394 LU0254839870 LU0254839870 robeco emerging stars equities EUR 5 Open-end mutual funds SDGS4 Society 5 4 4 38,75 21,38 58,00
Equity Emerging Markets Equity - International 81.639 LU2386147164 LU2386147164 Amundi Funds Emerging Markets Equity ESG Improvers EUR 5 Open-end mutual funds SDGS4 Society 5 4 4 37,86 23,32 55,69
Equity China equities 12.200 LU0100600369 LU0100600369 invesco greater china equity USD 3 Open-end mutual funds SDGS4 Society 5 4 1 37,04 23,19 51,00


The 5 Most Profitable Bond Funds Attentive to Inclusion and Gender Equality Issues :

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 International Emerging Markets Bonds 87.578 LU1897614902 LU1897614902 Edmond de Rothschild Fund Emerging Sovereign EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 12,17 9,66 59,67
Bond Subordinated Bonds 51.284 LU131328848970 LU131328848970 Amundi Funds - Euro Subordinated Bond Responsible EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 9,23 9,99 32,78
Bond USD Bonds - High Yield 22.490 LU0448623792 LU0448623792 pictet us high yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 7,40 5,66 25,87
Bond Subordinated Bonds 51.283 LU1883334515 LU1883334515 amundi funds global subordinated bond EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 7,34 8,83 47,08
Bond Subordinated Bonds 64.976 LU1616743388 LU1616743388 candriam bonds capital securities EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 6,71 6,81 34,71
Bond Subordinated Bonds 4.633 FR0010674978 FR0010674978 la francaise sub debt EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 6,52 7,06 36,86
Bond International Bonds 86.918 FR0013233699 FR0013233699 Edmond de Rothschild Fund Financial Bonds EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 6,31 7,20 33,72
Bond International Bonds - High Yield 19.984 LU0335991534 LU0335991534 eurizon fund bond high yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 6,02 6,28 34,94
Bond Subordinated Bonds 4.481 FR0010584474 FR0010584474 edmond de rothschild financial bonds EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 5,96 6,91 32,13
Bond International Bonds - High Yield Short Term 51.631 LU1883339746 LU1883339746 amundi funds optimal yield short term EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 5,86 6,00 34,90


The 5 most profitable sustainable ETFs attentive to issues related to inclusion and equality :

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 SDGS4 Society 5 4 3 22,46 13,36 84,55
Equity International Equity 62.383 IE00BDR5H073 IE00BDR5H073 ubs (irl) global gender equality ucits etf EUR 4 Exchange Traded Fund SDGS4 Society 5 3 4 16,33 7,56 51,08
Equity European equities 66.443 IE00BG0NY640 IE00BG0NY640 invesco msci europe esg leaders catholic principles ucits etf EUR 4 Exchange Traded Fund SDGS4 Society 5 3 3 16,11 8,21 59,95
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS4 Society 5 3 4 16,09 13,54 58,41
Equity International Equity 68.155 LU1691909508 LU1691909508 amundi global gender equality (dr) ucits etf USD 5 Exchange Traded Fund SDGS4 Society 5 2 4 17,03 4,88 40,42
Equity Japan equities 62.323 LU1603797587 LU1603797587 indexiq factors sustainable japan equity EUR 3 Exchange Traded Fund SDGS4 Society 5 2 2 11,68 5,92 35,48
Equity International Equity 88.425 IE000Q8N7WY1 IE000Q8N7WY1 Robeco 3D Global Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 8,37
Equity U.S. equities 88.426 IE000XERHYF0 IE000XERHYF0 Robeco 3D US Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 6,93
Equity International Equity 88.427 IE000VG2WCW5 IE000VG2WCW5 Robeco Dynamic Theme Machine UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 6,92
Equity U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 3 Exchange Traded Fund SDGS4 Society 4 4 1 31,81 16,23 97,66

The 5 most profitable sustainable thematic funds attentive to inclusion and equality :

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 Digitization 81.432 LU2527298876 LU2527298876 Invesco Metaverse EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 32,97 18,80 116,16
Equity Sectoral Equities - Technology Big data and artificial intelligence 76.775 LU1833932434 LU1833932434 ODDO BHF Artificial Intelligence EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 31,09 15,45 77,73
Equity Sectoral Equities - New Energies Alternative energy 72.451 LU2145462722 LU2145462722 robecosam smart energy equities EUR 5 Open-end mutual funds SDGS4 Society 5 3 1 50,95 19,47 51,86
Equity Sectoral Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS4 Society 5 3 1 40,94 14,71 108,08
Equity Sectoral Equities - New Energies Alternative energy 18.391 LU0280430405 LU0280430405 Pictet Clean Energy Transition USD 5 Open-end mutual funds SDGS4 Society 5 3 1 40,92 12,95 57,96
Equity Sector Shares - Infrastructure Infrastructure and transportation 69.062 IE00BGCSBQ61 IE00BGCSBQ61 bny mellon gf mobility innovation EUR 3 Open-end mutual funds SDGS4 Society 5 3 2 38,35 18,62 51,82
Equity Sectoral Equities - Technology Robotics 65.020 LU1502282806 LU1502282806 candriam equities l robotics & innovative technology USD 4 Open-end mutual funds SDGS4 Society 5 3 1 38,31 12,97 77,50
Equity Sectoral Equities - Technology Robotics 63.451 LU1598284849 LU1598284849 candriam equities l robotics & innovativetechnology EUR 4 Open-end mutual funds SDGS4 Society 5 3 1 38,02 12,81 76,40
Equity Sectoral Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 5 Open-end mutual funds SDGS4 Society 5 3 1 37,51 11,81 72,26
Equity Sectoral Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGS4 Society 5 3 1 36,94 11,73 91,46