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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.

The financial contents of the tables
The ESG content of the tables
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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 28,37 41,92 190,14
Equity Sectoral Equities - Banking & Finance 85.174 FR0010077321 FR0010077321 BNP Paribas Finance Europe EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 23,07 35,78 94,38
Equity International Equity - Growth 45.425 LU1218204631 LU1218204631 invesco global opportunities USD 4 Open-end mutual funds SDGS2 Society 5 5 1 -3,09 8,24 56,70
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 17,83 44,21 35,40
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 17,72 44,34 36,73
Equity Sectoral Equities - Industry 78.832 LU2466449001 LU2466449001 Echiquier Space EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 16,06 53,39 67,20
Equity Euro equities 85.156 FR0000945453 FR0000945453 Allianz Actions Euro Innovation EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 9,61 10,29 39,87
Equity French equities 3.514 FR0000011975 FR0000011975 Allianz actions france EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 9,61 11,55 41,47
Equity Euro equities 80.636 LU1480590048 LU1480590048 Theam Quant Equity Eurozone Guru EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 8,61 11,16 42,10
Equity Germany equities 28.607 LU0840615578 LU0840615578 allianz gif german equity EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 6,93 15,66 31,37
​

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 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 3,02 9,72 18,11
Bond Euro Bonds - High Yield 27.966 LU0823381016 LU0823381016 bnp paribas funds bond euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 2,63 9,44 17,93
Bond Euro Bonds - High Yield 23.045 LU0482910402 LU0482910402 allianz gif euro high yield bond EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,42 8,07 17,22
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 2,41 7,39 19,22
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 2,33 7,70 17,32
Bond Euro Bonds - High Yield 4.334 FR0010371609 FR0010371609 Allianz euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,23 7,91 17,67
Bond Euro Bonds - Short Term 4.075 FR0010157511 FR0010157511 amundi 12 - 24 m EUR 5 Open-end mutual funds SDGS2 Society 5 5 4 2,18 5,77 18,61
Bond Euro Bonds - High Yield 78.774 FR0010596783 FR0010596783 Ofi Invest ESG Euro High Yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 2,02 7,44 18,78
Bond Europe Bonds - Convertibles 81.289 FR0010134106 FR0010134106 BNP Paribas Convertibles Europe EUR 4 Open-end mutual funds SDGS2 Society 5 4 2 8,03 12,22 15,07
Bond Europe Bonds - Convertibles 42.785 FR0000285629 FR0000285629 camgestion convertibles europe EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 7,85 11,95 14,70
​

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 Japan equities 60.100 IE00BYVJRQ85 IE00BYVJRQ85 ishares sustainable msci japan sri ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 4 1 3,03 9,93 49,76
Equity Euro equities 72.875 LU2109787635 LU2109787635 amundi etf msci emu sri pab ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 4 4 2,51 8,68 31,01
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 2 -3,55 5,76 32,80
Equity International Equity 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 -6,84 3,88 22,98
Equity International Equity 73.034 LU2216829809 LU2216829809 amundi msci world catholic principles esg (dr) ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 1 -7,76 2,77 27,71
Equity U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 3 Exchange Traded Fund SDGS2 Society 5 4 0 -9,82 3,15 37,78
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS2 Society 5 3 4 5,50 10,50 27,76
Equity Japan equities 62.323 LU1603797587 LU1603797587 indexiq factors sustainable japan equity EUR 3 Exchange Traded Fund SDGS2 Society 5 3 2 3,82 5,45 23,31
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 3,30 9,02 25,64
Equity Euro equities 62.287 LU1602144575 LU1602144575 amundi etf msci emu esg leaders select ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 3 3 2,71 4,45 30,62
​

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 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 2,93 11,37 24,77
Equity Sectoral Equity - Climate & Environment Climate action 78.293 LU2463525340 LU2463525340 Nordea 1 Global Climate Engagement EUR 5 Open-end mutual funds SDGS2 Society 5 4 4 0,04 4,50 22,57
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 -3,62 4,54 22,87
Equity Sectoral Equities - Technology Robotics 73.319 FR0012413722 FR0012413722 echiquier robotics EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 -6,34 1,85 22,61
Equity Sectoral Equities - Water Water 78.071 LU2001709976 LU2001709976 Variopartner Tareno Global Water Solutions EUR 5 Open-end mutual funds SDGS2 Society 5 4 4 -6,53 -0,54 20,26
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 8,96 13,94
Equity International Equity SDG 78.264 LU2051778681 LU2051778681 NEF ETHICAL GLOBAL TRENDS SDG EUR 4 Open-end mutual funds SDGS2 Society 5 3 3 5,15 12,06 26,55
Equity Sectoral Equities - Technology Security 77.016 LU2357305882 LU2357305882 Allianz GIF Cyber Security EUR 3 Open-end mutual funds SDGS2 Society 5 3 0 4,26 11,76 20,06
Equity International Equity Multiple themes 23.027 LU0482498093 LU0482498093 invesco global sustainable structured equity EUR 5 Open-end mutual funds SDGS2 Society 5 3 4 1,17 10,88 20,71
Equity Sectoral Equity - Climate & Environment Climate action 44.510 LU1353196436 LU1353196436 theam quant equity europe climate care EUR 5 Open-end mutual funds SDGS2 Society 5 3 4 0,36 4,55 8,27
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