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 - Precious Metals 39.219 LU1989765984 LU1989765984 cpr invest global gold mines EUR 4 Open-end mutual funds SDGS2 Society 5 5 0 51,56 134,54 262,13
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS2 Society 5 5 0 51,32 134,06 259,04
Equity Sectoral Equities - Technology 80.411 IE00BM95B514 IE00BM95B514 Polar Capital Global Technology EUR 5 Open-end mutual funds SDGS2 Society 5 5 1 25,04 78,37 186,23
Equity Japan Equities - Mid Small Cap 43.731 LU1104111627 LU1104111627 bnp paribas funds japan small cap USD 4 Open-end mutual funds SDGS2 Society 5 5 1 24,83 53,15 125,16
Equity Sectoral Equities - Industry 78.832 LU2466449001 LU2466449001 Echiquier Space EUR 4 Open-end mutual funds SDGS2 Society 5 5 1 22,28 47,91 199,97
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS2 Society 5 5 3 17,62 41,38 121,20
Equity International Emerging Markets Equities 81.639 LU2386147164 LU2386147164 Amundi Funds Emerging Markets Equity ESG Improvers EUR 5 Open-end mutual funds SDGS2 Society 5 4 3 20,65 41,30 74,58
Equity International Emerging Markets Equities 13.569 LU0133355080 LU0133355080 candriam equities l emerging markets EUR 4 Open-end mutual funds SDGS2 Society 5 4 3 19,49 38,48 65,57
Equity International Emerging Markets Equities 17.394 LU0254839870 LU0254839870 robeco emerging stars equities EUR 5 Open-end mutual funds SDGS2 Society 5 4 3 19,46 43,48 73,63
Equity Sectoral Equities - Technology 83.106 LU0957808578 LU0957808578 Threadneedle (Lux) GLOBAL TECHNOLOGY. USD 3 Open-end mutual funds SDGS2 Society 5 4 1 19,00 47,92 122,11

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 81.196 LU2490693962 LU2490693962 Schroder ISF Sustainable EM ex China Synergy USD 4 Open-end mutual funds SDGS2 Society 5 5 0 21,94 40,04 62,50
Bond International Emerging Markets Bonds 71.121 LU1256229680 LU1256229680 vontobel fund emerging markets blend USD 4 Open-end mutual funds SDGS2 Society 5 5 1 6,84 8,39 40,54
Bond Absolute Return Bond Vol 5-7.5 16.074 LU0218201217 LU0218201217 schroder isf emerging markets debt abs. ret. GBP 4 Open-end mutual funds SDGS2 Society 5 5 1 4,48 9,37 32,42
Bond International Bonds - High Yield 16.964 LU0242606233 LU0242606233 schroder isf global high yield GBP 4 Open-end mutual funds SDGS2 Society 5 5 2 2,36 6,10 36,15
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 0,88 4,67 25,52
Bond Euro Bonds - High Yield 13.697 LU0133806785 LU0133806785 pictet eur high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 0,81 4,42 25,24
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 0,76 3,74 25,99
Bond Euro Bonds - High Yield 28.724 LU0849400030 LU0849400030 schroder isf euro high yield EUR 5 Open-end mutual funds SDGS2 Society 5 5 2 0,74 4,03 27,34
Bond International Convertible Bonds 29.609 LU0940717126 LU0940717126 ubam global convertible bond EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 7,77 22,91 31,44
Bond International Emerging Markets Bonds 13.026 LU1882453159 LU1882453159 amundi funds emerging markets bond EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 7,46 6,77 28,70

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 European equities 71.595 IE00BJQRDL90 IE00BJQRDL90 invesco msci europe esg screened ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 4 4 8,15 12,42 41,19
Equity International Equity 71.645 IE00BJQRDN15 IE00BJQRDN15 invesco quantitative strategies esg global equity multi-factor ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 2 8,12 17,36 65,49
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 4 3 7,50 11,34 41,12
Equity International Equity - EUR Hedged 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf - Hedged EUR 4 Exchange Traded Fund SDGS2 Society 5 4 3 6,54 21,91 73,46
Equity International Equity 71.868 IE00BJQRDK83 IE00BJQRDK83 invesco msci world esg screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 4 3 4,31 13,15 56,11
Equity U.S. equities 75.188 IE000COQKPO9 IE000COQKPO9 invesco nasdaq-100 esg ucits etf USD 2 Exchange Traded Fund SDGS2 Society 5 4 1 3,36 19,35 93,57
Equity International Emerging Markets Equities 75.314 IE00BMDBMY19 IE00BMDBMY19 invesco msci em esg universal screened ucits etf USD 4 Exchange Traded Fund SDGS2 Society 5 3 3 14,17 27,58 48,85
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 8,98 20,84 26,40
Equity European equities 67.688 LU1940199711 LU1940199711 amundi msci europe esg leaders (dr) ucits etf EUR 5 Exchange Traded Fund SDGS2 Society 5 3 4 7,56 10,70 34,08
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 4 6,33 11,37 38,18

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 73.319 FR0012413722 FR0012413722 echiquier robotics EUR 4 Open-end mutual funds SDGS2 Society 5 4 2 12,49 24,09 75,54
Equity International Equity Smart City 69.652 LU1992135126 LU1992135126 allianz gif global intelligent cities USD 4 Open-end mutual funds SDGS2 Society 5 4 1 11,94 25,54 52,01
Equity Sectoral Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 9,75 25,84 87,38
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 4 1 8,91 29,68 75,68
Equity Sectoral Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 4 Open-end mutual funds SDGS2 Society 5 4 1 8,38 23,48 59,60
Equity Sectoral Equities - Technology Digitization 73.926 IE00BLLXGX96 IE00BLLXGX96 Neuberger Berman Next Generation Connectivity EUR 3 Open-end mutual funds SDGS2 Society 5 4 1 8,30 40,33 132,70
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 4 Open-end mutual funds SDGS2 Society 5 4 1 8,29 20,64 52,94
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 8,27 24,28 64,48
Equity International Equity Climate action 81.518 LU2496629416 LU2496629416 Robeco Capital Growth Funds - Robeco Global Climate Transition Equities. EUR 5 Open-end mutual funds SDGS2 Society 5 4 2 8,23 17,63 54,91
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 8,01 23,73 63,06