pf_carriage

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 35,86 53,76 255,05
Equity Italian equities 69.492 IT0005320731 IT0005320731 allianz shares italy all stars EUR 5 Open-end mutual funds SDGS2 Society 5 5 1 34,20 33,53 127,50
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 30,89 29,57 110,88
Equity Euro equities 80.636 LU1480590048 LU1480590048 Theam Quant Equity Eurozone Guru EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 22,00 21,26 85,37
Equity Sectoral Equities - Technology 80.411 IE00BM95B514 IE00BM95B514 Polar Capital Global Technology EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 68,68 40,52 148,35
Equity Sectoral Equities - Discretionary Consumption 61.945 LU1590492481 LU1590492481 invesco global consumer trends EUR 3 Open-end mutual funds SDGS2 Society 5 4 1 61,96 54,34 107,98
Equity Sectoral Equities - Technology 83.106 LU0957808578 LU0957808578 Threadneedle (Lux) GLOBAL TECHNOLOGY USD 3 Open-end mutual funds SDGS2 Society 5 4 1 57,05 32,15 114,17
Equity Sectoral Equities - Precious Metals 39.219 LU1989765984 LU1989765984 cpr invest global gold mines EUR 4 Open-end mutual funds SDGS2 Society 5 4 0 49,63 88,74 180,12
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS2 Society 5 4 0 47,34 85,95 173,72
Equity Sectoral Equities - Technology 69.648 LU1864046377 LU1864046377 allianz gif global hi-tech growth USD 4 Open-end mutual funds SDGS2 Society 5 4 1 46,58 24,24 99,68

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 12,13 9,04 52,76
Bond Subordinated Bonds 80.235 LU1861451786 LU1861451786 UBAM Hybrid Bond AHC EUR EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 9,44 8,70 36,43
Bond Subordinated Bonds 51.284 LU131328848970 LU131328848970 Amundi Funds - Euro Subordinated Bond Responsible EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 9,23 9,99 32,78
Bond USD Bonds - High Yield 22.490 LU0448623792 LU0448623792 pictet us high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 7,40 5,66 25,87
Bond Subordinated Bonds 51.283 LU1883334515 LU1883334515 amundi funds global subordinated bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 7,34 8,83 47,08
Bond Subordinated Bonds 64.976 LU1616743388 LU1616743388 candriam bonds capital securities EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 6,71 6,81 34,71
Bond Subordinated Bonds 74.407 LU1585264689 LU1585264689 tikehau subfin EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 6,57 8,28 44,25
Bond International Bonds - Corporate 80.950 LU1876458834 LU1876458834 Axiom Climate Financial Bonds EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 6,50 7,34 32,51
Bond International Bonds - High Yield 19.984 LU0335991534 LU0335991534 eurizon fund bond high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 6,02 6,28 34,94
Bond International Bonds - High Yield Short Term 51.631 LU1883339746 LU1883339746 amundi funds optimal yield short term EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 5,86 6,00 34,90

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 U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 3 Exchange Traded Fund SDGS2 Society 5 4 1 31,81 16,23 97,66
Equity International Equity 73.898 IE00BNG8L278 IE00BNG8L278 vanguard esg global all cap ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 23,24 9,91 54,63
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 22,46 13,36 84,55
Equity International Equity 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 21,25 8,54 57,67
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 20,03 8,03 68,67
Equity Sectoral Equities - Technology 68.822 IE00BGL86Z12 IE00BGL86Z12 ishares electric vehicles and driving technology ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 3 2 41,51 14,94 39,39
Equity Emerging Markets Equity - International 71.573 LU1861138961 LU1861138961 Amundi Index Solutions - Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS ETF USD 5 Exchange Traded Fund SDGS2 Society 5 3 3 30,26 9,48 26,79
Equity Emerging Markets Equity - International 60.099 IE00BYVJRP78 IE00BYVJRP78 iShares Sustainable MSCI Emerging Markets SRI UCITS ETF USD 4 Exchange Traded Fund SDGS2 Society 5 3 4 29,76 9,44 28,62
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 4 27,19 12,40 38,33
Equity Japan equities 78.907 IE00BMDBMV87 IE00BMDBMV87 Invesco MSCI Japan ESG Universal Screened UCITS ETF USD 3 Exchange Traded Fund SDGS2 Society 5 3 1 23,07 11,95 50,66

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 Big data and artificial intelligence 69.360 LU1819479939 LU1819479939 echiquier artificial intelligence EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 45,46 29,24 113,20
Equity Sectoral Equities - Technology Security 77.016 LU2357305882 LU2357305882 Allianz GIF Cyber Security EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 39,17 31,93 112,93
Equity Sectoral Equities - Technology Disruption 28.221 LU0823422067 LU0823422067 bnp paribas funds disruptive technology EUR 3 Open-end mutual funds SDGS2 Society 5 4 1 38,59 15,77 86,93
Equity Sectoral Equities - Technology Digitization 81.432 LU2527298876 LU2527298876 Invesco Metaverse EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 32,97 18,80 116,16
Equity Sectoral Equities - Technology Robotics 73.319 FR0012413722 FR0012413722 echiquier robotics EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 31,60 18,13 82,06
Equity International Equity SDG 78.264 LU2051778681 LU2051778681 NEF ETHICAL GLOBAL TRENDS SDG EUR 5 Open-end mutual funds SDGS2 Society 5 4 4 28,61 25,64 70,43
Equity Sectoral Equities - New Energies Alternative energy 72.451 LU2145462722 LU2145462722 robecosam smart energy equities EUR 5 Open-end mutual funds SDGS2 Society 5 3 1 50,95 19,47 51,86
Equity Sectoral Equities - Technology Big data and artificial intelligence 63.287 LU1548496709 LU1548496709 allianz gif global artificial intelligence EUR 4 Open-end mutual funds SDGS2 Society 5 3 1 42,09 15,97 63,70
Equity Sectoral Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS2 Society 5 3 1 40,94 14,71 108,08
Equity Sectoral Equities - New Energies Alternative energy 18.391 LU0280430405 LU0280430405 Pictet Clean Energy Transition USD 5 Open-end mutual funds SDGS2 Society 5 3 1 40,92 12,95 57,96