The 300 Best Funds 2020 is a guide produced by CFS Rating to help the reader navigate the vast universe of mutual investment funds, designed for all types of investors and operators in the sector to support them in choosing the products best suited to their needs.
Within the 300 Best Funds you will find the rating assigned by CFS Rating, performance analysis, manager comment and managers’ market view, portfolio allocation, independent analysis from CFS Rating and much more information you should know before you invest in a fund.
Etica SGR appears four times among the top 300 funds
Etica Rendita Bilanciata and Etica Bilanciatowere recognised in the “Best 300”, a selection based on the rating obtained by UCIs rated for at least 36 months in the relevant categories (“Balanced – Bond-Oriented” and “Balanced – Equity-Oriented” respectively).
Etica Rendita Bilanciata is a fund that seeks to achieve capital growth by focusing on exposure to bond markets whilst seizing opportunities in the equity markets. It is suitable for investors wishing to invest responsibly with a medium-to -long term investment horizon and a medium level of risk, in accordance with environmental, social and governance (ESG) criteria.
Etica Bilanciato is a fund that aims to achieve capital growth over the medium-to-long term, with a medium-to-high level of risk. It is suitable for investors wishing to seize opportunities in the equity markets and balance them with a strong fixed income base in accordance with environmental, social and governance (ESG) criteria.
Etica Mixed Bond and Etica Balanced: 10-year results
The top 300 funds include the “Over 10 Years” section, which aims to identify companies that have successfully managed investors’ savings over the long term by selecting products and companies that have produced satisfactory results over the last 10 years.
To identify the Best Fund Over 10 Years, an efficiency indicator was used similar to the calculation of the Modified Sharpe Ratio used to calculate ratings, but extended over a longer time horizon. This indicator shows, net of inflation, the level of remuneration for each individual point of volatility, i.e. of risk.
Etica Mixed Bond and Etica Balanced were recognised in the “Best Fund over 10 years” category, i.e. the best funds with a track record of more than 10 years respectively in the “Mixed Bonds” and “Balanced – Equity-Oriented” categories, within the special classification of the most efficient funds with a track record of over ten years distributed in Italy.
Etica Obbligazionario Misto is a fund that seeks to achieve gradual capital growth by combining a search for value in equity markets with a strong fixed income base. It is suitable for investors with a medium-term investment horizon and a medium-low level of risk, subject to environmental, social and governance criteria (ESG).
Etica Bilanciato is a fund that seeks to achieve capital growth over the medium-long term, with a medium-high level of risk. It is suitable for investors wishing to seize opportunities in the equity markets and balance them with a strong fixed income base in accordance with environmental, social and governance (ESG) criteria.
The success of products in the “300 best funds” category is also reflected in the strong growth in assets under management over the years and the average annual return calculated over the last 10 years.
More information on the methodology can be found on the CFS Rating Website.
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The placement of the “Linea Valori Responsabili” and “Linea Futuri Sostenibili” funds is only available in Italy. For further information, please refer to the Italian version of the website.
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