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Fundamental needs means all those needs that are fundamental to a person's life, that enable the individual to lead a healthy existence and that are the basis of human self-realisation.
There are still billions of people who do not have access to basic services, grouped in this category: to have access to adequate food and drinking water, to basic health facilities, to be able to send their children to school, to have housing and to live in safety, supporting their families with employment.
In Europe, we have long implemented social policies to achieve these objectives. Yet 2.6 million households (10% of Italian households) live below the poverty line and are at risk of marginalisation. Yet we observe that this issue is significantly less addressed by mutual funds than other social issues.
In order to positively impact on basic needs, the funds can act both in Europe and in developing countries where demographic trends and economic growth lead to a part of the poor population having opportunities to get out of their situation of social distress.
Some investment themes are related to the production and distribution of quality food at affordable prices, and the creation of social housing, as well as services dedicated to the safety of people.
The funds can also invest in different types of projects: focusing on a concrete and uniform distribution of education that is fair and inclusive in order to facilitate access to the labour market, including in mixed private/public forms;
Very often in Emerging Countries, there is a strong focus on housing and sanitation issues , both through infrastructure (water, electricity) and by facilitating local trade sometimes using micro-credit.
Sustainable investors use different management strategies:
The Exclusion Approach: this refers in particular to labour exploitation, and non-respect of children's rights (ILO and Global Compact labour standards).
The Thematic Approach: Many of the funds that focus on the issue of basic needs funds invest exclusively in issues related to food, water, security, social housing , and microcredit .
Relatively few funds specifically address the area of basic needs and we are actively looking for good examples to include.
Currently, we have identified 55 criteria to assess the importance of the basic needs theme in mutual funds. We note, at the level of ESG Impact a strong prevalence of thematic funds that invest in the topic, as the social share devoted to this topic is often reduced in generalist funds. In addition, funds that are interested in basic needs are often those that carry out close Screening on human and labor rights violations.
Adverse indicators regarding the issue of basic needs are difficult to conceive of, because many times these are actions of public authorities.
Thus, there are no mandatory indicators for sustainable mutual funds. However, criteria related to children's rights and forced labor have been brought to the attention of funds, which are the only indicators related to this issue:
- Operations and suppliers at significant risk of using child labor:
The Share of Investments in Society investees exposed to operations and suppliers that have a significant risk of incidents of minors being exposed to hazardous labor in terms of geographic area or type of operation.
- Operations and suppliers at significant risk of using forced or compulsory labor:
The Share of Investments in Society investees exposed to operations and suppliers at significant risk of incidents of forced or compulsory labor.
For a better reading of the data, please rotate your device.
The 5 most profitable sustainable equity funds with a focus on Basic Needs :
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 | 9.396 | IE00B8C1QM02 | IE00B8C1QM02 | polar capital japan value | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 5 | 4 | 17,79 | 35,97 | 73,85 | |
Equity | Sector Equities - Technology | 73.466 | LU2181906269 | LU2181906269 | sycomore sustainable tech | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 32,13 | 55,62 | 23,88 | |
Equity | Sector Equities - Technology | 80.411 | IE00BM95B514 | IE00BM95B514 | Polar Capital Global Technology | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 26,96 | 51,87 | 24,01 | |
Equity | International Equity - Growth | 45.425 | LU1218204631 | LU1218204631 | invesco global opportunities | USD | 3 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 26,65 | 39,24 | 44,55 | |
Equity | Sectoral Equities - Banking & Finance | 43.578 | IE00BWY56Y06 | IE00BWY56Y06 | algebris financial equity | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 3 | 25,51 | 41,57 | 64,86 | |
Equity | International equities | 71.119 | AT0000A261L7 | AT0000A261L7 | raiffeisen capital manag. paxetbonum-aktien | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 25,51 | 34,72 | 30,93 | |
Equity | Spain equities | 20.297 | LU0346389850 | LU0346389850 | fidelity funds iberia | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 3 | 23,87 | 28,06 | 26,66 | |
Equity | Japan equities | 39.043 | LU0968254713 | LU0968254713 | jpmorgan japan sustainable equity | USD | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 22,73 | 40,87 | 73,22 | |
Equity | Emerging Markets Equity - Mid Small Cap | 30.237 | LU0992629740 | LU0992629740 | carmignac pf emerging discovery | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 4 | 22,04 | 27,59 | 17,94 | |
Equity | Sector Equities - Technology | 20.295 | LU0346389348 | LU0346389348 | fidelity funds global technology | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 3 | 21,81 | 35,82 | 42,58 |
The 5 most profitable bond funds with a focus on Fundamental Needs :
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 | Maturity Bonds | 51.025 | LU0393655294 | LU0393655294 | fidelity funds target tm 2040 euro | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 0 | 15,07 | 18,90 | 16,70 | |
Bond | Maturity Bonds | 51.032 | LU1025014892 | LU1025014892 | fidelity funds target tm 2050 euro | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 0 | 15,04 | 19,41 | 17,66 | |
Bond | Maturity Bonds | 51.031 | LU1025014462 | LU1025014462 | fidelity funds target tm 2045 euro | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 0 | 15,03 | 19,40 | 17,65 | |
Bond | International Emerging Market Bonds | 71.121 | LU1256229680 | LU1256229680 | vontobel fund emerging markets blend | USD | 3 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 14,09 | 21,97 | 19,75 | |
Bond | International Bonds - Corporate | 83.173 | IE00BK1KHN07 | IE00BK1KHN07 | Algebris IG Financial Credit Fund | GBP | 3 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 10,57 | 14,53 | 1,21 | |
Bond | Subordinated Bonds | 9.339 | IE00B81TMV64 | IE00B81TMV64 | algebris financial credit | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 2 | 10,27 | 16,22 | 3,65 | |
Bond | Subordinated Bonds | 27.228 | LU0772943501 | LU0772943501 | nordea 1 european financial debt | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 4 | 10,17 | 16,43 | 1,85 | |
Bond | International Bonds - High Yield | 78.304 | LU1194162217 | LU1194162217 | HSBC GIF Global High Yield Securitised Credit Bond | USD | 3 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 8,88 | 19,17 | 32,74 | |
Bond | Asia Pacific Bonds | 83.838 | LU2083910385 | LU2083910385 | Lombard Odier Funds Asia Investment Grade Bond | USD | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 2 | 8,76 | 8,46 | 6,05 | |
Bond | Bonds Europe - High Yield | 70.489 | LU1927799012 | LU1927799012 | nordea 1 european high yield stars bond | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 3 | 8,39 | 13,20 | 3,70 |
The 5 most profitable sustainable thematic funds focusing on Basic Needs :
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 | SDGS1 | Society | 5 | 4 | 1 | 31,96 | 48,73 | 35,57 |
Equity | Sector Equities - Technology | Robotics | 42.309 | BE0176735018 | BE0176735018 | belfius equities robotics & innovative technology | USD | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 25,63 | 37,45 | 26,28 |
Equity | Sector Equities - Water | Water | 69.671 | LU1890834911 | LU1890834911 | allianz gif global water | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 4 | 25,21 | 20,58 | 26,18 |
Equity | Sector Equities - Water | Water | 74.313 | BE6228912570 | BE6228912570 | kbc eco fund water | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 4 | 23,93 | 20,40 | 27,47 |
Equity | Sector Equities - Technology | Disruption | 74.308 | LU1752457405 | LU1752457405 | jss if sustainable equity tech disruptors | EUR | 4 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 23,64 | 47,28 | 28,99 |
Equity | Sector Equities - Technology | Robotics | 71.101 | LU1923622887 | LU1923622887 | natixis if (lux) i thematics ai and robotics | USD | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 2 | 21,86 | 28,93 | 34,45 |
Equity | Sector Equities - Technology | Digitization | 75.090 | LU1602110832 | LU1602110832 | robeco digital innovations | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 2 | 21,34 | 30,30 | 28,83 |
Equity | Sector Equities - Technology | Digitization | 67.759 | LU1602110675 | LU1602110675 | robeco digital innovation | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 2 | 20,87 | 29,28 | 25,84 |
Equity | Sector Equities - Water | Water | 77.943 | LU1923621301 | LU1923621301 | natixis if (lux) i thematics water | USD | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 3 | 20,63 | 19,61 | 29,91 |
Equity | International equities | Millennial | 70.372 | LU1966631266 | LU1966631266 | carmignac pf grandchildren | EUR | 5 | Open-end mutual funds | SDGS1 | Society | 5 | 4 | 1 | 19,82 | 22,26 | 27,02 |