pf_forbici

Strengthening Good Governance

0
N. FUNDS WITH 5 STARS
0
FUNDS ACTIVE IN THE THEME
0
FUNDS ACTIVE IN THE THEME

How can I take action?

What is at stake

International governance concerns everyone, individuals, businesses, local and territorial authorities, nations and alliances.

For years, theUN has been an engine for the development of a planetary human culture, centred on values and rights, proclaimed in treaties and declarations that not everyone has chosen to sign:
From human rights to children's rights, from tax evasion to issues of corruption, there are numerous issues of a general nature that are dealt with on a daily basis by international bodies, and which are not always welcomed by States and businesses.

Sustainable funds have a responsibility to carry forward this culture of legality and to demand compliance with minimum quality standards from all issuers of their investments, acting proactively through engagement actions.

Sustainability objectives

Sustainable funds set themselves qualitative and quantitative targets in order to guide the behaviour of Society and the countries where they invest so that it does not harm their reputation and result in major money losses.

The use of the UN sanctions list, the banning of fiscally non-transparent countries, the use of international corruption rankings or "not free" states, these are some of the courses of action that funds can use and monitor over time to assess the performance of countries. Indeed, the adoption of ESG standards to assess international investment opportunities is a powerful weapon to convince laggard states to sign the most important international treaties and make concrete action plans in favour of sustainability, otherwise they will find it difficult to raise capital on international markets.

On the positive side, mutual funds can also set themselves Sustainable Development Goals (SDGs) and support their achievement by following the guidelines of the action plan approved by the 193 UN member countries.

Management strategies

Sustainable investors use different management strategies:
The Normative approach: verification of compliance with the main international treaties and regulations is the basis for action to improve the behaviour of individual countries and multinationals (conventions on the environment and climate, labour (ILO), human and children's rights, transparency and governance (PRI, Global Compact, convention on corruption, Freedom House).
Engagement: the best way to change behaviour is to demand through direct dialogue that countries and companies comply with the most relevant international treaties. Even better if it is through action coordinated by foundations and specialised observatories.
Best practice: Some funds carry out ESG performance assessments of the countries in which they intend to invest or are members of organised associations committed to greater transparency in investments (GIIN, ILG, GRI).

Criteria and results

We use 40 criteria to categorize the action of funds in favor of the positive evolution of the World: Evaluations are divided mainly into Impact and ESG risk assessment strategies, with the most common strategy being alignment with international treaties and stakeholder involvement in order to ensure the sustainability of funded projects.

Adherence to and active participation in UN programmes such as the Global Compact, PRI and PRB are particularly significant, as is the verification of full compliance with the main international agreements in the fund investment process.

landscape-device

For a better reading of the data, please rotate your device.

The 5 most profitable sustainable equity funds with a focus on good governance issues :

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 International equities 70.931 LU2027374805 LU2027374805 morgan stanley if global endurance USD 3 Open-end mutual funds SDGG3 Good governance 5 4 0 24,63 2,65 2,15
Equity Italian equities 19.378 LU0318940342 LU0318940342 fidelity funds italy EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 11,12 12,51 63,17
Equity Sector Equities - Technology 20.295 LU0346389348 LU0346389348 fidelity funds global technology EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 10,44 11,43 71,21
Equity Japan equities 29.639 LU0943301902 LU0943301902 schroder isf japanese opportunities EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 3 10,04 14,11 46,76
Equity Italian equities 61.243 IT0005189128 IT0005189128 amundi dividend italy EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 9,98 10,02 54,59
Equity Euro equities 12.620 LU1883304443 LU1883304443 amundi funds euroland equity EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 9,87 12,77 51,46
Equity Japan equities 78.817 FR0011597459 FR0011597459 CPR Japan EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 4 9,82 10,55 49,25
Equity Japan equities 39.043 LU0968254713 LU0968254713 jpmorgan japan sustainable equity USD 5 Open-end mutual funds SDGG3 Good governance 5 4 2 8,84 16,04 56,81
Equity Euro equities 68.623 FR0012316180 FR0012316180 dnca opportunites euro zones EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 8,47 5,71 53,53
Equity Italian equities 13.668 LU0133712025 LU0133712025 schroder isf italian equity EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 8,47 7,32 50,44


The 5 most profitable bond funds with a focus on good governance issues:

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 4 Open-end mutual funds SDGG3 Good governance 5 5 1 1,39 5,55 26,57
Bond International Emerging Market Bonds 29.291 LU0907928062 LU0907928062 dpam l bonds emerging markets sustainable EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 4 5,46 5,14 7,33
Bond Euro Bonds - Medium Term 16.325 LU0227128450 LU0227128450 axa wf euro 5-7 EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 4 4,01 1,24 -0,62
Bond ABS and Mortgage Bonds 4.274 FR0010319996 FR0010319996 amundi abs EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 4 3,62 1,99 5,64
Bond Euro Bonds - High Yield 63.719 LU1509922495 LU1509922495 ubam euro high yield solution EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 3,61 6,13 9,56
Bond ABS and Mortgage Bonds 63.685 LU1662755559 LU1662755559 schroder isf securitised credit EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 5 3,57 1,91 3,69
Bond Euro Bonds - High Yield 78.774 FR0010596783 FR0010596783 Ofi Invest ESG Euro High Yield EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 2 3,53 2,12 5,44
Bond ABS and Mortgage Bonds 64.882 LU1823213381 LU1823213381 hsbc gif global securitised credit bond USD 3 Open-end mutual funds SDGG3 Good governance 5 4 0 3,50 6,57 15,67
Bond Bonds Euro - High Yield Short Term 26.607 LU0726357444 LU0726357444 pictet eur short term high yield EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 3,29 1,77 6,90
Bond Euro Bonds - High Yield 15.497 LU0195952261 LU0195952261 franklin templeton euro high yield EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 3,27 2,06 5,43

The 5 most profitable sustainable ETFs with a focus on good governance issues :

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 Equities France 62.245 LU1681046931 LU1681046931 amundi etf cac 40 esg ucits etf EUR 4 Exchange Traded Fund SDGG3 Good governance 5 4 1 10,70 15,42 65,06
Equity Japan equities 73.051 LU1646360542 LU1646360542 Lyxor MSCI Japan ESG Leaders Extra (DR) UCITS ETF EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 3 9,64 10,13 34,91
Equity European equities 72.972 IE00BMDPBY65 IE00BMDPBY65 franklin stoxx600 paris climat ucits etf EUR 4 Exchange Traded Fund SDGG3 Good governance 5 3 2 7,90 11,18
Equity Euro equities 62.287 LU1602144575 LU1602144575 amundi etf msci emu esg leaders select ucits etf EUR 4 Exchange Traded Fund SDGG3 Good governance 5 3 2 6,15 9,97 40,67
Equity European equities 67.686 LU1377382368 LU1377382368 bnp paribas easy low carb 100 europe ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 4 6,07 9,73 37,35
Equity European equities 67.688 LU1940199711 LU1940199711 lyxor msci europe esg leaders (dr) ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 4 5,72 8,30 39,23
Equity European equities 66.416 LU1861137484 LU1861137484 amundi etf msci europe sri pab ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 3 5,46 8,29 35,57
Equity Euro equities 72.875 LU2109787635 LU2109787635 amundi etf msci emu sri pab ucits etf EUR 4 Exchange Traded Fund SDGG3 Good governance 5 3 2 5,24 9,88 36,30
Equity US equities 72.891 LU2098887263 LU2098887263 amundi etf s&p 500 esg ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 4 4,32 1,87 38,87
Equity International equities 72.884 LU2109787122 LU2109787122 amundi etf msci world esg leaders select ucits etf USD 4 Exchange Traded Fund SDGG3 Good governance 5 3 2 3,38 3,98 40,92

The 5 most profitable sustainable good governance thematic funds :

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 71.101 LU1923622887 LU1923622887 natixis if (lux) i thematics ai and robotics USD 5 Open-end mutual funds SDGG3 Good governance 5 4 2 13,15 15,72 56,07
Equity European equities Climate action 69.313 LU1670717674 LU1670717674 M&G (Lux) Pan European Sustainable Paris Aligned EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 10,42 11,86 51,47
Equity Euro equities Climate action 74.783 FR0011994862 FR0011994862 r-co 4change climate equity euro EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 9,61 9,52 45,68
Equity Sector Equities - Climate & Environment Climate action 15.505 LU01953749 LU01953749 franklin templeton global climate change EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 6,46 10,03 58,31
Equity International equities Climate action 66.653 LU1670715546 LU1670715546 M&G (Lux) Global Sustainable Paris Aligned EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 5,04 8,11 50,79
Equity Sector Equities - New Energies Alternative energies 72.451 LU2145462722 LU2145462722 robecosam smart energy equities EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 2,29 9,15 84,09
Equity Sector Equities - New Energies Alternative energies 17.345 LU0252964944 LU0252964944 bgf sustainable energy EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 1,09 9,13 71,58
Equity Sector Equities - Technology Big data and artificial intelligence 69.360 LU1819479939 LU1819479939 echiquier artificial intelligence EUR 4 Open-end mutual funds SDGG3 Good governance 5 3 0 18,67 6,43 -7,41
Equity Sector Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGG3 Good governance 5 3 1 17,30 5,62 28,30
Equity Sector Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGG3 Good governance 5 3 1 16,38 11,16 46,84
Recommendations