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In order to achieve social equity, we must also monitor all other issues of Society that are not adequately represented in the other entries, or are by nature general in scope.
The theme of philanthropy, which has been successfully implemented in France through the Label Finansol, is recalled. Philanthropy is not only about giving to charity, but also about financing projects with a collective purpose that aim to repay the capital employed without burdening the beneficiaries with costs.
Under this heading, we include the positive impacts of multinational agreements on child labour, and the positive effects of the fight against corruption,tax evasion and terrorism.
Finally, one must ask oneself about the potential dangers associated with nuclear and unconventional weaponry and the general effects on Society of medium or large impact infrastructure projects (dams, biomass ...).
Sustainable investors reward projects with high social content, which we find represented here when it is difficult to make a more precise match.
They reward participation in the Global Compact, the International Labour Organisation agreements,
Investors have a great responsibility when participating in large infrastructure projects that can affect hundreds of thousands of people, for better or for worse.
They oversee the activities of Society multinationals and sovereign states: from nuclear hazards to activities that require a primary component of risk management (security, social and cultural impact...), investors decide whether to invest their capital in support of complex and often conflicting activities.
Sustainable fund managers use various management strategies:
The Exclusion Approach: exclusions are mainly related to the nuclear issue, made topical by the examination of the Fukushima catastrophe in Japan: the effects on the civilian population of nuclear disasters are sadly topical phenomena that lead nuclear-derived electricity to be seriously monitored.
Thematic Approach: Funds dedicated to social progress or general high social purpose initiatives find a presence in this category. Demographic issues are also represented.
TheNormative approach: funds reward adherence to the UN Global Compact and multinational labour treaties, particularly child labour.
Best practice - impact investing: impact funds align their objectives with the UN SDGs and look for impactful projects in the whole environmental area, without limitations.
We currently use 68 criteria to evaluate the action of social equity funds, or Society in general.
On Impact and Screening are the same funds that decide to follow the rules of the Global Compact, the Org. International Labor and to put restrictions on nuclear power. One finds oneself in a peculiar statistical situation of data bias. Reflexively, the rankings of the many "best in class" (5-star) funds are based on financial criteria.
Instead, there is a lack of harmonised funds with philanthropic aims, perhaps due to the rigidity of the management rules.
The issue of measuring social inequality is dear to Europe, and it is mostly devolved to the state to propose social policies in order to counter this phenomenon.
It will be for this reason that in the area of savings, no framework has been imposed on sustainable funds, either mandatorily or optionally.
It is clear that it is useful for social impact funds to have tools to measure the benefit derived from their social investments, but other funds will not have to document any significant harm to Society from their investments.
For a better reading of the data, please rotate your device.
The 5 most profitable sustainable equity funds - More from Society :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | Turkey equities | 28.288 | LU0823433775 | LU0823433775 | bnp paribas funds equity turkey | EUR | 3 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 0 | 18,71 | 48,55 | 165,44 | |
Equity | Japan equities | 43.214 | LU0950372325 | LU0950372325 | bnp paribas funds japan equity | USD | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 1 | 16,42 | 41,39 | 78,03 | |
Equity | Japan equities | 9.396 | IE00B8C1QM02 | IE00B8C1QM02 | polar capital japan value | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 4 | 16,04 | 36,85 | 63,26 | |
Equity | India equities | 60.279 | LU1642786203 | LU1642786203 | invesco india equity | USD | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 3 | 12,57 | 36,80 | 61,71 | |
Equity | India equities | 19.879 | LU0333811072 | LU0333811072 | goldman sachs india equity | USD | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 4 | 12,27 | 38,30 | 59,24 | |
Equity | Sector Equities - Technology | 73.466 | LU2181906269 | LU2181906269 | sycomore sustainable tech | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 29,62 | 47,90 | 18,14 | |
Equity | Sector Equities - Technology | 80.411 | IE00BM95B514 | IE00BM95B514 | Polar Capital Global Technology | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 26,12 | 44,39 | 20,33 | |
Equity | International Equity - Growth | 45.425 | LU1218204631 | LU1218204631 | invesco global opportunities | USD | 3 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 25,87 | 38,50 | 46,12 | |
Equity | Sector Equities - Technology | 20.921 | LU0366762994 | LU0366762994 | franklin templeton technology | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 22,98 | 43,14 | 17,53 | |
Equity | Euro equities | 2.928 | BE0948484184 | BE0948484184 | dpam invest b equities euroland | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 2 | 22,30 | 15,76 | 23,86 |
The 5 most profitable sustainable bond funds - More from Society :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Bond | International Bonds - High Yield | 78.304 | LU1194162217 | LU1194162217 | HSBC GIF Global High Yield Securitised Credit Bond | USD | 3 | Open-end mutual funds | SDGS6 | Society | 5 | 5 | 0 | 7,97 | 18,96 | 32,25 | |
Bond | International Emerging Market Bonds | 71.121 | LU1256229680 | LU1256229680 | vontobel fund emerging markets blend | USD | 3 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 15,52 | 20,42 | 19,11 | |
Bond | Maturity Bonds | 51.031 | LU1025014462 | LU1025014462 | fidelity funds target tm 2045 euro | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 0 | 12,65 | 15,38 | 14,97 | |
Bond | Maturity Bonds | 51.032 | LU1025014892 | LU1025014892 | fidelity funds target tm 2050 euro | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 0 | 12,56 | 15,28 | 14,93 | |
Bond | Asia Pacific Bonds - High Yield | 75.866 | LU2201853038 | LU2201853038 | goldman sachs asia high yield bond portfolio | USD | 2 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 0 | 11,38 | 6,33 | -5,04 | |
Bond | International Emerging Market Bonds | 51.525 | LU1258507661 | LU1258507661 | morgan stanley if emerging markets fixed income opportunities | USD | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 3 | 11,26 | 20,21 | 9,38 | |
Bond | Subordinated Bonds | 73.440 | LU1160527336 | LU1160527336 | cs if 1 cs (lux) financial bond | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 11,15 | 14,25 | 0,03 | |
Bond | Subordinated Bonds | 27.228 | LU0772943501 | LU0772943501 | nordea 1 european financial debt | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 4 | 10,58 | 15,88 | 1,46 | |
Bond | Subordinated Bonds | 64.976 | LU1616743388 | LU1616743388 | candriam bonds capital securities | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 3 | 10,34 | 12,37 | -0,23 | |
Bond | Bonds Europe - High Yield | 70.489 | LU1927799012 | LU1927799012 | nordea 1 european high yield stars bond | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 3 | 9,37 | 13,04 | 3,41 |
The 5 most profitable sustainable ETFs - More from Society :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | Japan equities | 40.767 | LU1273488715 | LU1273488715 | ubs etf msci japan socially responsible ucits etf | EUR | 5 | Exchange Traded Fund | SDGS6 | Society | 5 | 4 | 3 | 14,46 | 24,70 | 28,92 | |
Equity | International equities | 37.404 | LU0629459743 | LU0629459743 | ubs etf msci world socially responsible ucits etf | USD | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 3 | 1 | 13,74 | 20,23 | 26,17 | |
Equity | US equities | 37.405 | LU0629460089 | LU0629460089 | ubs etf msci usa socially responsible ucits etf | USD | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 3 | 2 | 13,17 | 23,51 | 30,37 | |
Equity | Japan equities | 78.907 | IE00BMDBMV87 | IE00BMDBMV87 | Invesco MSCI Japan ESG Universal Screened UCITS ETF | USD | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 3 | 1 | 12,50 | 17,97 | 11,84 | |
Equity | European equities | 67.686 | LU1377382368 | LU1377382368 | bnp paribas easy low carb 100 europe ucits etf | EUR | 5 | Exchange Traded Fund | SDGS6 | Society | 5 | 3 | 4 | 12,46 | 6,25 | 21,03 | |
Equity | European equities | 37.406 | LU0629460675 | LU0629460675 | ubs etf msci emu socially responsible ucits etf | EUR | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 2 | 2 | 16,62 | 5,67 | 10,28 | |
Equity | Asia Pacific equities | 75.347 | LU0950674928 | LU0950674928 | ubs etf msci pacific socially responsible ucits etf | USD | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 2 | 3 | 7,57 | 5,62 | 0,94 | |
Equity | Emerging Markets Equity - International | 40.766 | LU1048313891 | LU1048313891 | ubs etf msci emerging markets socially responsible ucits etf | USD | 4 | Exchange Traded Fund | SDGS6 | Society | 5 | 2 | 3 | 2,30 | 3,07 | -11,81 | |
Equity | Sector Equities - Health & Pharmaceuticals | 71.614 | IE00BK5BC677 | IE00BK5BC677 | l&g healthcare breakthrough ucits etf | EUR | 1 | Exchange Traded Fund | SDGS6 | Society | 5 | 1 | 1 | 7,84 | -11,92 | -35,86 | |
Equity | International equities | 71.646 | IE00BJQRDP39 | IE00BJQRDP39 | invesco quantitative strategies esg global equity multi-factor ucits etf | EUR | 5 | Exchange Traded Fund | SDGS6 | Society | 4 | 4 | 2 | 23,02 | 26,31 | 27,62 |
The 5 most profitable thematic equity funds - More themes at Society :
type_name_en | Classification | Theme | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | Sector Equities - Technology | Robotics | 39.821 | LU1279333329 | LU1279333329 | pictet robotics | USD | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 25,03 | 37,80 | 25,37 |
Equity | Sector Equities - Technology | Robotics | 65.020 | LU1502282806 | LU1502282806 | candriam equities l robotics & innovative technology | USD | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 21,91 | 31,66 | 24,07 |
Equity | Sector Equities - Technology | Robotics | 63.451 | LU1598284849 | LU1598284849 | candriam equities l robotics & innovativetechnology | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 2 | 21,81 | 31,70 | 23,90 |
Equity | Sector Equities - Technology | Disruption | 28.221 | LU0823422067 | LU0823422067 | bnp paribas funds disruptive technology | EUR | 3 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 21,69 | 31,65 | 39,53 |
Equity | Sector Equities - Technology | Disruption | 74.308 | LU1752457405 | LU1752457405 | jss if sustainable equity tech disruptors | EUR | 4 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 21,31 | 40,95 | 22,57 |
Equity | Sector Equities - Technology | Robotics | 42.309 | BE0176735018 | BE0176735018 | belfius equities robotics & innovative technology | USD | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 1 | 20,69 | 29,69 | 19,88 |
Equity | Sector Equities - Water | Water | 69.671 | LU1890834911 | LU1890834911 | allianz gif global water | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 4 | 20,49 | 17,01 | 23,30 |
Equity | Sector Equities - Technology | Robotics | 71.101 | LU1923622887 | LU1923622887 | natixis if (lux) i thematics ai and robotics | USD | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 2 | 19,24 | 23,86 | 26,69 |
Equity | Sector Equities - Water | Water | 33.223 | LU1165135952 | LU1165135952 | bnp paribas funds aqua | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 4 | 18,90 | 15,47 | 24,04 |
Equity | Sector Equities - Water | Water | 4.636 | FR0010678433 | FR0010678433 | bnp paribas aqua | EUR | 5 | Open-end mutual funds | SDGS6 | Society | 5 | 4 | 4 | 18,89 | 15,58 | 24,54 |