Selection of Etica Impatto Clima

Selection of Etica Impatto Clima. The fund is designed for investors who wish to invest responsibly, aiming for a moderate increase in capital, with particular attention to aspects related to the transition to a low-carbon impact economy. It balances the opportunities for revaluation of the equity markets with a solid bond base.

Negative selection

We say NO to investments in companies involved in activities or sectors such as the use of fossil fuels, the development or use of nuclear energy, possession of bituminous sands, manufacture of armaments, gambling. Furthermore, we exclude companies negatively involved in corruption, respect for the environment, respect for workers’ rights.

We do not invest in the fields of oil and mining. It is suspended the financial sector i.e. investment companies, insurance industry and banking industry, except for Green and Sustainable Bonds issues.

We exclude from our portfolios securities issued by governments that impose the death penalty or do not guarantee civil liberties, freedom of the press and political rights.

Positive selection

We say YES to the opportunity to invest in companies that care about the impact of their products and services on the environment and continuous improvement. For this reason, issuers that get through the first round are analysed in detail and evaluated according to specific environmental parameters and then compared with how their sector performs (“best in class” approach). This analysis is integrated with parameters measuring the impact of production on the environment, “low carbon” transition data (i.e. company targets for the multi-annual reduction of pollutant emissions) and data measuring the reputational risk of every single issuer.

We also say YES to the opportunity to invest in the most virtuous countries from an environmental point of view.

Only issuers that pass all the tests laid down by our methodology can be part of the investment universe of the Etica Impatto Clima Fund.

Before subscribing, please read the KIDs and Prospectus available from placing agents.

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.