|ESG Adjusted Performance. It is a proprietary measure of MCSR that allows a summary assessment of funds considering the quality of the sustainable investment process, continuity, and measurement of performance and risk parameters.
| This is a proprietary MCSR measure that summarises assessments of the quality of the sustainable investment process. Funds with a rating of 5 have an excellent process for investing in ESG instruments.
|Measures the continuity of fund performance in euros over three different time periods with a scale of 1 to 5. Funds rated 5 are excellent in performance
|It measures the continuity of risk taken by the fund in terms of volatility over three different time periods on a scale of 1 to 5. Funds rated 5 are excellent at controlling risk.
|is the average of the ESG intensity ratings for the individual parameters
|is the assessment of ESG intensity related to environmental aspects
|is the assessment of ESG intensity related to aspects of good governance
|is the ESG intensity assessment of aspects of the Society
|is the assessment of the intensity with which the management Society is transparent in its ESG content
|is the assessment of the intensity with which the Society management is qualified in its ESG processes
|it is European legislation that obliges Society management companies to declare whether the fund also considers ESG aspects (Article 8) or whether ESG aspects take priority over financial aspects
|And the aggregate cost of the fund on an annual basis. In Portfolio it is the aggregate cost of all its instruments
|It is the legal parameter that defines the measure of risk that the fund should have over time. The scale goes from 1 (lowest risk) to 7 (highest risk).