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Protect
health and well-being

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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

Health and well-being are the basis of a healthySociety that provides an excellent quality of life for all ages.

Health enhancement comes through a network of health professionals, hospitals, powered by fundamental and applied research units on life sciences and biotechnology.

It also goes through a critical analysis of toxic and/or addictive factors that lead people to excesses-alcohol, tobacco, gambling addictions, recreational drugs, etc.

In addition, quality of life is improved through dedicated wellness services (spas, spas, dedicated products), accessible to all ages, for the purpose of prolonging life, psychological and physical health, and external appearance.

The sustainability goals

Mutual funds seek entrepreneurial projects developed around the new themes of Society :

- to accompany demographic issues, they seek the "status symbols" of each emerging generation (Gen X, Z, Millenials), who are highly attracted to wellness issues.
For the older population, given the high potential standard of living, they are looking for projects in the pharmacology-life sciences field, to promote the treatment of age-related chronic diseases, either real estate projects (residences for the elderly) or wellness-related projects (spas, spas, cruises) .

An important sustainability issue is access to quality hospital services for all segments of the population, especially in countries where public assistance is limited.
We also need to add all the issues of hospital equipment and research materials for rare or new diseases (COVID 19 epidemic) that bring with them needs to rethink hospital facilities.

Management strategies

Sustainable investors therefore use different management strategies:
The Exclusion Approach: Most funds address the issue through the exclusion of Society that are linked to the tobacco,alcohol, or recreational drug industries, and some take action to disqualify Society that work on developing GMOs.
The Thematic Approach: there are an increasing number of thematic funds related to certain segments of the population (aging, Millenials), or certain activities directly related to well-being, care of people and human life. There is also mention of the established sector of pharmaceutical / biotechnology companies to which conditions are added that must be met(International Standards, bioethics etc.)

We use 66 criteria to determine the relevance of health and well-being for mutual funds in our universe: there is a clear preponderance of Screening carried out by the Society management that results mainly in the exclusionary approach (first among them exclusions concerning the tobacco and alcohol sectors).

The adverse impacts

Defining key indicators that can measure the negative contribution of an economic sector to health and well-being is a key step in educating citizens about responsibility, who, by making their own choices freely, are more aware of the possible negative consequences of their actions.

Yet in this case, the European Union has not felt the need to establish any framework in terms of negative health impact indicators. Although the negative effects of tobacco and alcohol, gambling addiction, and the link between drugs and crime are widely documented, there are no negative impact indicators monitored at the common fund level.

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The 5 Most Profitable Sustainable Equity Funds Attentive to Health and Wellness :

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 - Technology 80.411 IE00BM95B514 IE00BM95B514 Polar Capital Global Technology EUR 4 Open-end mutual funds SDGS2 Society 5 5 0 37,53 82,82 216,75
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 25,06 48,82 130,79
Equity International Equity 27.275 LU1893657640 LU1893657640 Theam quant equity world guru USD 4 Open-end mutual funds SDGS2 Society 5 5 2 18,32 32,39 83,77
Equity Euro equities 80.636 LU1480590048 LU1480590048 Theam Quant Equity Eurozone Guru EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 16,60 35,46 89,79
Equity Sectoral Equities - Technology 83.106 LU0957808578 LU0957808578 Threadneedle (Lux) GLOBAL TECHNOLOGY. USD 3 Open-end mutual funds SDGS2 Society 5 4 1 40,52 76,98 161,90

The 5 Most Profitable Health and Wellness-Focused Bond Funds :

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 - EUR Hedged 87.476 LU1896847628 LU1896847628 Vontobel Fund Emerging Markets Blend - Hedged EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 3,32 10,10 45,75
Bond Euro Bonds - High Yield Short Term 39.763 LU1022395633 LU1022395633 bnp paribas funds euro high yield short duration bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,33 3,83 23,33
Bond Euro Bonds - High Yield Short Term 26.612 LU0726358178 LU0726358178 pictet eur short term high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 1,75 3,76 19,97
Bond Euro Bonds 74.221 FR0011408426 FR0011408426 tikehau credit plus EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 1,56 2,98 24,98
Bond Subordinated Bonds 74.407 LU1585264689 LU1585264689 tikehau subfin EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 1,49 4,11 33,11

The 5 Most Profitable Sustainable ETFs Attentive to Health and Wellness :

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 - Technology 75.329 IE000I8KRLL9 IE000I8KRLL9 ishares msci global semiconductors ucits etf USD 3 Exchange Traded Fund SDGS2 Society 5 5 0 52,90 136,20 229,85
Equity Sectoral Equities - Technology 74.199 LU1900066033 LU1900066033 amundi msci semiconductors esg filtered ucits etf EUR 3 Exchange Traded Fund SDGS2 Society 5 5 0 42,77 92,21 277,27
Equity International Equity - EUR Hedged 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf - Hedged EUR 5 Exchange Traded Fund SDGS2 Society 5 5 2 14,40 27,92 85,92
Equity Sectoral Equities - Technology 78.899 IE000SACNHU2 IE000SACNHU2 Fineco AM MSCI World Information Technology ESG Leaders 20% Capped UCITS ETF EUR 2 Exchange Traded Fund SDGS2 Society 5 4 1 34,24 42,23 105,81
Equity International Emerging Markets Equities 80.281 IE000NVVIF88 IE000NVVIF88 HSBC MSCI Emerging Markets Value ESG UCITS ETF USD 5 Exchange Traded Fund SDGS2 Society 5 4 2 30,65 61,32 111,35

The 5 Most Profitable Sustainable Thematic Funds Attentive to Health and Wellness :

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 Robotics 65.020 LU1502282806 LU1502282806 candriam equities l robotics & innovative technology USD 4 Open-end mutual funds SDGS2 Society 5 4 1 34,10 50,15 92,47
Equity Sectoral Equities - Technology Robotics 63.451 LU1598284849 LU1598284849 candriam equities l robotics & innovativetechnology EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 33,99 49,92 92,42
Equity Sectoral Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS2 Society 5 4 1 33,77 50,29 101,67
Equity Sectoral Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 5 Open-end mutual funds SDGS2 Society 5 4 1 33,64 49,08 87,42
Equity Sectoral Equities - Technology Big data and artificial intelligence 69.360 LU1819479939 LU1819479939 echiquier artificial intelligence EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 29,78 30,41 111,80