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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 - Banking & Finance 79.607 LU1876459303 LU1876459303 Axiom European Banks Equity EUR 5 Open-end mutual funds SDGS2 Society 5 5 1 28,30 65,44 229,80
Equity Sectoral Equities - Banking & Finance 85.174 FR0010077321 FR0010077321 BNP Paribas Finance Europe EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 24,19 51,49 122,83
Equity Italian equities 69.492 IT0005320731 IT0005320731 allianz shares italy all stars EUR 5 Open-end mutual funds SDGS2 Society 5 5 1 19,08 37,84 103,03
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 15,29 31,50 96,88
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS2 Society 5 4 0 25,97 55,04 94,23
Equity Sectoral Equities - Precious Metals 39.219 LU1989765984 LU1989765984 cpr invest global gold mines EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 25,40 54,39 95,05
Equity Sectoral Equities - Precious Metals 23.337 LU0503254319 LU0503254319 invesco gold & special minerals EUR 3 Open-end mutual funds SDGS2 Society 5 4 1 16,98 37,20 60,36
Equity Japan equities 16.567 LU0231791483 LU0231791483 franklin templeton japan EUR 5 Open-end mutual funds SDGS2 Society 5 4 3 12,93 31,87 54,60
Equity Euro equities 2.957 BE0948779229 BE0948779229 DPAM INVEST b equities emu behavioral value EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 12,92 29,22 54,71
Equity Sectoral Equities - Discretionary Consumption 61.945 LU1590492481 LU1590492481 invesco global consumer trends EUR 3 Open-end mutual funds SDGS2 Society 5 4 1 11,75 48,90 44,82

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 29.441 LU0926440222 LU0926440222 vontobel fund emerging markets debt EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 5,94 10,98 34,50
Bond Subordinated Bonds 51.284 LU131328848970 LU131328848970 amundi funds total hybrid bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 4,23 13,23 26,87
Bond Subordinated Bonds 51.283 LU1883334515 LU1883334515 amundi funds global subordinated bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 4,20 13,09 30,53
Bond Euro Bonds - High Yield 13.697 LU0133806785 LU0133806785 pictet eur high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 3,25 8,68 25,13
Bond Euro Bonds - High Yield 23.211 LU0496389577 LU0496389577 AB I Sustainable Euro High Yield Portfolio EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 3,22 8,25 23,72
Bond Euro Bonds - High Yield 15.497 LU0195952261 LU0195952261 franklin templeton euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 3,06 7,79 24,24
Bond Euro Bonds - High Yield 27.442 LU0788519535 LU0788519535 allianz gif euro high yield defensive EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 3,01 8,57 20,58
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 2,94 6,87 21,58
Bond Euro Bonds - High Yield 12.911 LU0119109980 LU0119109980 amundi funds euro high yield bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,91 7,95 21,39
Bond Euro Bonds - High Yield 13.965 LU0144746509 LU0144746509 candriam bonds euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,91 7,39 23,78

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 International Equity 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 4 3 5,59 17,92 57,13
Equity International Equity 71.907 IE00BK72HM96 IE00BK72HM96 UBS (Irl) MSCI World Socially Responsible UCITS ETF MSCI World UCITS ETF. EUR 4 Exchange Traded Fund SDGS2 Society 5 4 2 3,05 11,46 38,93
Equity U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 2 Exchange Traded Fund SDGS2 Society 5 4 0 -1,81 18,10 61,04
Equity International Equity 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 -3,38 12,09 35,32
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS2 Society 5 3 4 6,37 18,73 39,52
Equity UK equities 68.136 LU1437025023 LU1437025023 amundi etf uk imi sri ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 3 2 4,05 13,34 23,72
Equity Euro equities 71.880 LU1953137681 LU1953137681 bnp paribas easy msci emu sri s-series pab 5% capped ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 3 4 2,94 14,79 34,08
Equity Emerging Markets Equity - International 75.314 IE00BMDBMY19 IE00BMDBMY19 invesco msci em esg universal screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 3 3 2,65 14,54 14,63
Equity Japan equities 78.907 IE00BMDBMV87 IE00BMDBMV87 Invesco MSCI Japan ESG Universal Screened UCITS ETF USD 4 Exchange Traded Fund SDGS2 Society 5 3 1 2,50 12,30 29,88
Equity European equities 66.443 IE00BG0NY640 IE00BG0NY640 invesco msci europe esg leaders catholic principles ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 3 3 1,32 11,83 34,69

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 International Equity SDG 78.264 LU2051778681 LU2051778681 NEF ETHICAL GLOBAL TRENDS SDG EUR 4 Open-end mutual funds SDGS2 Society 5 4 3 13,21 31,50 48,28
Equity Sectoral Equities - Technology Big data and artificial intelligence 77.014 LU2446850484 LU2446850484 Amundi Solutions Italy Artificial Intelligence Action Project. EUR 5 Open-end mutual funds SDGS2 Society 5 4 4 2,15 18,80 35,77
Equity Sectoral Equity - Climate & Environment Climate action 74.795 FR0013397734 FR0013397734 theam quant europe climate carbon offset plan EUR 5 Open-end mutual funds SDGS2 Society 5 4 4 1,87 14,76 35,34
Equity Sectoral Equity - Climate & Environment Environmental Impact 18.080 LU1883320308 LU1883320308 amundi funds global ecology esg EUR 5 Open-end mutual funds SDGS2 Society 5 4 5 1,48 17,47 31,63
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 0,54 15,67 34,73
Equity Sectoral Equities - Technology Robotics 73.319 FR0012413722 FR0012413722 echiquier robotics EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 -1,96 18,15 39,65
Equity Sectoral Equities - Technology Security 77.016 LU2357305882 LU2357305882 Allianz GIF Cyber Security EUR 4 Open-end mutual funds SDGS2 Society 5 4 0 -3,81 31,03 52,57
Equity Euro equities Climate action 74.917 FR0013369832 FR0013369832 fideas smart for clim action eurozone EUR 4 Open-end mutual funds SDGS2 Society 5 3 2 10,02 23,84
Equity Sectoral Equity - Climate & Environment Climate action 74.814 LU2116701777 LU2116701777 dnca invest beyond climate EUR 5 Open-end mutual funds SDGS2 Society 5 3 4 8,50 12,74 14,82
Equity Sectoral Equity - Climate & Environment Environmental Impact 87.590 LU2189929602 LU2189929602 ODDO BHF Green Planet EUR 5 Open-end mutual funds SDGS2 Society 5 3 4 8,02 8,51 11,93