pf_father-daughter

Fighting for
social equity

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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?

What is at stake

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 ...).

Sustainability objectives

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.

Management strategies

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 adverse impacts

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.

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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
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