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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?

What is at stake

It is crucial, within Society, that equality and inclusion are firmly rooted in order not to encounter serious obstacles to the common welfare. Hence, the need to promote a Society that is able to overcome all forms and types 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 in favour of equal opportunities by implementing policies that are guided by human rights treaties and core labour principles in order to achieve a Society where merit is more important than gender and diversity.

Sustainability objectives

The objectives of common funds can also be combined with the promotion of equality andinclusion within Society through the adherence to the most important international standards in this field (human rights, core labour principles, fight against corruption), or through projects directly dedicated to the elimination of inequalities and equal opportunities (fair pay, combating violence against women, fight against poverty) so as to push towards an inclusive Society .

Management strategies

Sustainable investors use different management strategies:
The Exclusion Approach: Many funds approach issues by excluding Society linked to controversial subjects (alcohol, gambling, adult entertainment) or those that do not comply with human rights, labour rights and child labour regulations.
The Thematic Approach: Some funds invest directly in themes related to equality, inclusion and the reduction of inequalities (microcredit, human capital enhancement, transport, demographic trends).
TheNormative Approach: Most funds make particular 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 manifested 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 placed 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 with a focus on inclusion and gender equality :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Japan equities 39.043 LU0968254713 LU0968254713 jpmorgan japan sustainable equity USD 5 Open-end mutual funds SDGS4 Society 5 5 2 21,86 47,10 66,24
Equity Emerging Markets Equity - International 49.572 LU1125674454 LU1125674454 east capital (lux) frontier markets EUR 5 Open-end mutual funds SDGS4 Society 5 5 5 15,21 35,21 40,87
Equity Emerging Markets Equity - Europe 19.846 LU0332316016 LU0332316016 east capital (lux) balkan EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 14,63 40,70 77,87
Equity Emerging Markets Equity - Latin America 15.654 LU0201576070 LU0201576070 amundi funds latin america equity USD 5 Open-end mutual funds SDGS4 Society 5 5 1 13,56 40,17 55,17
Equity India equities 60.279 LU1642786203 LU1642786203 invesco india equity USD 5 Open-end mutual funds SDGS4 Society 5 5 3 12,16 37,97 54,26
Equity Sector Equities - Technology 2.363 AT0000688858 AT0000688858 raiffeisen capital manag. equity technology EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 32,63 47,55 33,07
Equity Sector Equities - Technology 20.921 LU0366762994 LU0366762994 franklin templeton technology EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 32,58 51,10 31,50
Equity International Equity - Growth 45.425 LU1218204631 LU1218204631 invesco global opportunities USD 3 Open-end mutual funds SDGS4 Society 5 4 1 28,12 45,98 55,10
Equity International equities 71.119 AT0000A261L7 AT0000A261L7 raiffeisen capital manag. paxetbonum-aktien EUR 5 Open-end mutual funds SDGS4 Society 5 4 1 28,00 41,21 40,49
Equity U.S. Equity - Growth 67.650 IE00BF1T6T10 IE00BF1T6T10 Brown Advisory us sustainable growth USD 3 Open-end mutual funds SDGS4 Society 5 4 1 24,99 36,91 47,62


The 5 most profitable bond funds with a focus on inclusion and gender equality :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Bond Subordinated Bonds 9.339 IE00B81TMV64 IE00B81TMV64 algebris financial credit EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 11,60 22,38 4,12
Bond Subordinated Bonds 27.228 LU0772943501 LU0772943501 nordea 1 european financial debt EUR 5 Open-end mutual funds SDGS4 Society 5 4 4 10,19 18,94 2,33
Bond Diversified Bonds 29.237 LU0903425766 LU0903425766 schroder isf global credit high income bond EUR 4 Open-end mutual funds SDGS4 Society 5 4 3 9,12 11,43 -0,20
Bond Bonds Europe - High Yield 70.489 LU1927799012 LU1927799012 nordea 1 european high yield stars bond EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 8,95 15,17 4,54
Bond Subordinated Bonds 4.481 FR0010584474 FR0010584474 edmond de rothschild financial bonds EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 8,94 16,82 0,86
Bond International Bonds 78.787 FR0013307691 FR0013307691 EdR SICAV Financial Bonds EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 8,90 16,98 0,58
Bond Euro Bonds - High Yield 28.724 LU0849400030 LU0849400030 schroder isf euro high yield EUR 4 Open-end mutual funds SDGS4 Society 5 4 2 8,77 15,28 3,22
Bond Absolute Return Bond Vol 5-7.5 73.935 IE00BYT35D51 IE00BYT35D51 algebris Global Credit Opportunities EUR 4 Open-end mutual funds SDGS4 Society 5 4 3 8,76 17,85 9,10
Bond Bonds Europe - High Yield 3.649 FR0000443343 FR0000443343 societe generale gestion sg oblig europe high yield EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 8,62 15,49 9,31
Bond Subordinated Bonds 73.622 FR0011844034 FR0011844034 lazard credit fi sri EUR 5 Open-end mutual funds SDGS4 Society 5 4 4 8,37 16,30 2,36


The 5 most profitable sustainable ETFs with a focus on inclusion and equality issues :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity International equities 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf EUR 5 Exchange Traded Fund SDGS4 Society 5 4 2 28,74 39,21 38,60
Equity International equities 73.034 LU2216829809 LU2216829809 lyxor msci world catholic principles esg (dr) ucits etf USD 4 Exchange Traded Fund SDGS4 Society 5 4 1 26,75 35,47 40,46
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 17,05 19,19 21,36
Equity European equities 67.686 LU1377382368 LU1377382368 bnp paribas easy low carb 100 europe ucits etf EUR 5 Exchange Traded Fund SDGS4 Society 5 3 4 14,32 15,57 29,48
Equity Japan equities 78.907 IE00BMDBMV87 IE00BMDBMV87 Invesco MSCI Japan ESG Universal Screened UCITS ETF USD 4 Exchange Traded Fund SDGS4 Society 5 3 1 14,19 23,85 15,18
Equity International equities 62.317 IE00BF2B0N83 IE00BF2B0N83 franklin libertyq global equity sri ucits etf USD 5 Exchange Traded Fund SDGS4 Society 5 2 4 12,11 13,92 20,93
Equity Euro equities 71.872 LU1971906802 LU1971906802 ubs etf euro stoxx 50 esg ucits etf EUR 5 Exchange Traded Fund SDGS4 Society 4 4 2 22,70 29,48 47,85
Equity US equities 71.734 IE00BKS7L097 IE00BKS7L097 invesco s&p 500 esg ucits etf USD 3 Exchange Traded Fund SDGS4 Society 4 4 2 19,46 31,96 53,91
Equity International equities 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS4 Society 4 4 2 19,16 28,62 37,55
Equity International equities 37.404 LU0629459743 LU0629459743 ubs etf msci world socially responsible ucits etf USD 4 Exchange Traded Fund SDGS4 Society 4 4 1 19,00 28,58 36,89

The 5 most profitable sustainable thematic funds focusing on inclusion and equality :

type_name_en Classification Theme instrument_id isin masterisin Fund Currency ESGAP class_type Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Sector Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS4 Society 5 4 1 34,39 43,61 39,08
Equity Sector Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 31,31 48,48 35,63
Equity Sector Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 5 Open-end mutual funds SDGS4 Society 5 4 1 30,13 34,94 30,94
Equity Sector Equities - Technology Robotics 71.101 LU1923622887 LU1923622887 natixis if (lux) i thematics ai and robotics USD 5 Open-end mutual funds SDGS4 Society 5 4 2 27,57 31,84 41,10
Equity Sector Equities - Technology Digitization 75.090 LU1602110832 LU1602110832 robeco digital innovations EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 26,14 31,50 33,27
Equity Sector Equities - Technology Digitization 67.759 LU1602110675 LU1602110675 robeco digital innovation EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 25,64 30,46 30,16
Equity International Equity - Growth Equality and inclusion 50.735 LU0129437173 LU0129437173 jpmorgan global socially responsible USD 4 Open-end mutual funds SDGS4 Society 5 4 2 22,86 31,82 41,37
Equity International equities Millennial 70.372 LU1966631266 LU1966631266 carmignac pf grandchildren EUR 5 Open-end mutual funds SDGS4 Society 5 4 1 22,51 30,13 35,36
Equity International equities Equality and inclusion 70.500 LU1939215312 LU1939215312 nordea 1 global gender diversity EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 21,55 31,54 46,37
Equity International equities Security 73.908 LU0971623524 LU0971623524 cs if 2 cs (lux) security equity USD 4 Open-end mutual funds SDGS4 Society 5 4 0 20,76 27,26 36,88
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