Investimenti Sostenibili is especially meant for those who pursue a financial return aligned with sustainable progress of environment and economy. The fund supports sustainable growth of developed and emerging economies by investing in efficient use of natural resources and in fair access to sustainable products facilitating people’s needs.
Name: Investimenti Sostenibili
Assogestioni Category*: Obbligazionari Misti
Risk and reward indicator:
Inception date: 1999/03/29
The management style of Investimenti Sostenibili is based on the new approach of impact investing: we select securities which combine social and/or environmental impact with financial returns. The investments are broadly diversified in a set of themes such as Energy Efficiency, Renewable Energies, Natural Resource Management, Access to Finance, Sustainable Building, Health Care, Food and Education. Investimenti Sostenibili is managed with a flexible global strategy; the maximum equity exposure is 30%.
In 1999 Sella SGR launched "Nordfondo Etico Obbligazionario Misto Max 20% Azioni", a fund considered ethical as it donated a percentage of the assets to charities.
In 2003 Nordfondo Etico started adopting exclusion criteria in the securities selection process: all companies involved in environmental and social harmful activities were excluded from the portfolio.
In 2015 Nordfondo Etico converts in Investimenti Sostenibili. With the broadening of financial instruments that combine efficiently financial return and environmental and social benefits, the fund structured a new policy focused on the intentionality of generating concrete and measurable impact alongside financial return. Investimenti Sostenibili became the first impact investing fund in Italy.
In 2016, in partnership with LifeGate, a major reference for sustainability in Italy, one class of the fund was listed on the Italian Stock Exchange: adding another important step of innovation in the pattern of the fund and facilitating access to sustainable finance products to investors.
Italian specific category. Declared by local regulatory organizations (Assogestioni).
The fund's risk category is not guaranteed to remain fixed and may change over time. The risk category was calculated using historical performance data and may not be a reliable indicator of the fund's future risk profile. A fund in the lowest category does not mean a risk-free investment.
Prior to subscription, please carefully read the Key Investor Information Document and the Prospectus which are available from the the distributors in Italy or on the website. Past performance is not indicative of future returns.