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 35,38 50,71 212,39
Equity Sectoral Equities - Banking & Finance 85.174 FR0010077321 FR0010077321 BNP Paribas Finance Europe EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 26,84 37,73 115,99
Equity Sectoral Equities - Industry 78.832 LU2466449001 LU2466449001 Echiquier Space EUR 5 Open-end mutual funds SDGS2 Society 5 5 1 9,66 58,50 125,77
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 7,45 13,70 84,73
Equity International Equity - Growth 45.425 LU1218204631 LU1218204631 invesco global opportunities USD 4 Open-end mutual funds SDGS2 Society 5 5 1 0,16 13,50 77,87
Equity French equities 3.514 FR0000011975 FR0000011975 Allianz actions france EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 19,68 17,77 61,78
Equity Euro equities 85.156 FR0000945453 FR0000945453 Allianz Actions Euro Innovation EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 18,79 16,89 58,76
Equity Euro equities 80.636 LU1480590048 LU1480590048 Theam Quant Equity Eurozone Guru EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 16,75 15,93 56,62
Equity Italian equities 10.264 IT0004253800 IT0004253800 amundi dividend italy EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 13,81 12,77 56,32
Equity European equities - Value 74.584 LU0177332904 LU0177332904 bnp paribas funds sustainable europe value EUR 5 Open-end mutual funds SDGS2 Society 5 4 3 13,41 17,44 46,60

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 3,32 9,69 22,20
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 3,02 9,41 23,97
Bond Euro Bonds - High Yield 13.697 LU0133806785 LU0133806785 pictet eur high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 2,90 8,81 22,28
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 2,82 8,00 23,44
Bond Euro Bonds - High Yield 23.210 LU0496389221 LU0496389221 AB I Sustainable Euro High Yield Portfolio USD 4 Open-end mutual funds SDGS2 Society 5 5 0 2,81 7,29 20,92
Bond International Bonds - High Yield 19.984 LU0335991534 LU0335991534 eurizon fund bond high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,78 9,44 23,63
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 2,47 8,33 24,48
Bond Euro Bonds - High Yield 87.543 FR0013274958 FR0013274958 OFI EURO HIGH YIELD EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 2,24 7,72 22,47
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 2,24 7,55 24,28
Bond Euro Bonds - High Yield 4.334 FR0010371609 FR0010371609 Allianz euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 2,22 8,55 26,55

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 1,02 10,11 56,88
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 -2,47 7,78 46,40
Equity International Equity 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 -5,97 4,97 43,83
Equity U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 2 Exchange Traded Fund SDGS2 Society 5 4 0 -7,79 3,63 74,73
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS2 Society 5 3 4 11,55 13,26 41,93
Equity French equities 4.069 FR0010150458 FR0010150458 bnp paribas easy cac 40 esg ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 3 2 8,21 5,33 40,65
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 7,55 8,52 39,61
Equity Euro equities 71.737 IE00BJLKK341 IE00BJLKK341 ishares msci emu sri ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 3 3 7,30 6,29 41,63
Equity UK equities 68.136 LU1437025023 LU1437025023 amundi etf uk imi sri ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 3 2 7,27 12,97 30,70
Equity Shareholders Europe Ex UK 75.316 IE00BMDBMW94 IE00BMDBMW94 invesco msci europe ex uk esg universal screened ucits etf EUR 4 Exchange Traded Fund SDGS2 Society 5 3 3 7,06 5,77 44,47

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 European equities Climate action 69.313 LU1670717674 LU1670717674 M&G (Lux) Pan European Sustainable Paris Aligned EUR 5 Open-end mutual funds SDGS2 Society 5 4 3 7,06 10,04 49,98
Equity Sectoral Equities - Technology Security 77.016 LU2357305882 LU2357305882 Allianz GIF Cyber Security EUR 4 Open-end mutual funds SDGS2 Society 5 4 0 6,47 28,79 58,43
Equity Sectoral Equity - Climate & Environment Climate action 78.559 LU2051100464 LU2051100464 Theam Quant World Climate Carbon Offset Plan USD 5 Open-end mutual funds SDGS2 Society 5 4 4 -1,51 8,82 36,04
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 -2,33 6,84 40,57
Equity International Equity Security 73.908 LU0971623524 LU0971623524 cs if 2 cs (lux) security equity USD 4 Open-end mutual funds SDGS2 Society 5 4 1 -3,85 9,07 43,66
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 0 -4,28 15,39 76,50
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 10,79 4,35 17,69
Equity International Equity SDG 78.264 LU2051778681 LU2051778681 NEF ETHICAL GLOBAL TRENDS SDG EUR 4 Open-end mutual funds SDGS2 Society 5 3 3 10,20 17,70 39,00
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 3 4 9,43 12,97 42,11
Equity Euro equities Climate action 79.623 FR0010028969 FR0010028969 BNP Paribas Euro Climate Aligned EUR 5 Open-end mutual funds SDGS2 Society 5 3 3 8,94 4,96 38,25