Funds for private investors Add value to your savings by investing with social responsibility through our ethical mutual funds. HOME FUNDS FOR PRIVATE INVESTORS What are mutual funds? Mutual funds are financial instruments that allow individual investors to entrust the management of their wealth to companies (Sgr) specialized in collective investment, optimizing costs and risks. Asset management companies can take a more diversified approach to investment than is possible by the individual and can reduce financial risk because the capital is spread among the many securities (equities or bonds) that make up the various funds. Each fund’s assets are divided into parts called quotas, which investors subscribe in proportion to the capital invested. The unit value of each quota rises or falls depending on the financial results of the securities present in the fund portfolio. Our ethical funds What sets Etica mutual funds apart are the selection criteria of the securities and the philosophy that lies behind them, that of responsible investment. Because we believe in sustainable finance, favouring wider society as a whole, our ethical funds only invest in sectors and companies that adhere to certain principles of environmental protection, human rights and good corporate governance. We have developed a methodology for screening securities that involves extra-financial analysis prior to the financial analysis phase, designed to identify the best investment opportunities on the basis of a set of criteria linked to environmental, social and governance issues (ESG). Our aim is to create medium-long term performance opportunities for investors based on the real economy and favouring businesses and countries that adopt virtuous practices. Benefits Why choose Etica funds? To invest simply and ethically, so as to grow your capital in line with solid principles of social responsibility. But here are some other major benefits. Your investment is diversified, minimizing the costs and risks even with small amounts of capital. Your investment capital is protected by a system of external controls to guarantee the fairness of all transactions. You can purchase or sell your funds at any time: you decide when, where and how to invest. With Etica’s funds you pay no entry, exit, switch or performance fees. You are financing only socially responsible firms, selected by a methodology and a rigorous process that is overseen by an external independent Ethics Committee. Your choice can also make a difference to the policies of the firms in which our funds invest because, besides exercising our voting rights, we work to build a dialogue with the companies to urge them towards best practices in environmental protection and collective well-being. Next steps Decide how to invest Choosing your investment method is the first step towards reaching your goals. Here is what you need to know. HOW TO INVEST Get to know our funds Discover how you can generate a positive impact on the collective with our investment solutions. OUR FUNDS Before subscribing, please read the KIIDs 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. HELP NEWSLETTER Our social media: SITE MAP HELP BANCA ETICA GROUP LEGAL NOTES PRIVACY AND COOKIE POLICY COMPLAINTS ETICA SGR S.p.A. Via Napo Torriani, 29 – 20124 Milan | Phone 0267071422 | C.F e P.IVA 13285580158 | email: posta@eticasgr.it, pec: eticasgr@pec.eticasgr.it Banca Popolare Etica Group This site uses technical cookies, profiling cookies (for targeted advertising), statistical cookies, both own and third party. To customize the installation of cookies and to get more information about them, click on "Cookie Settings". By clicking on "Accept all cookies", the user consents to the installation of all categories of cookies on the site. At the following link you can view the Privacy and cookie policy Cookies Settings Accept All Cookies