Socially Responsible Funds: The main SRIs
Posted: Thu Dec 12, 2024 3:17 am
Socially responsible funds are gradually making their way into the Spanish financial market. Luckily, today we have plenty of options to choose from. That's why today we're going to tell you which are the best socially responsible funds .
Table of Contents
Pictet Global Environmental Opportunities
AB Sustainable US Thematic
AB Sustainable Global Thematic
Janus Henderson Horizon Global Sustainable Equity Fund
BNP Paribas Climate Impact
How to take advantage of the potential of this type of funds?
Pictet Global Environmental Opportunities
Pictet Global Environmental Opportunities is one of the best SRI funds on this list, as it achieved a spectacular growth of 31.8% in 2019. This is because this fund has a strong position in sectors dedicated to energy efficiency and pollution control, which have grown enormously in recent years.
In addition, Pictet also has other funds that have performed very well in recent years. These funds are Pictet Security, Pictet Clean Energy and Pictet Water.
AB Sustainable US Thematic
Next on the list is AB Sustainable US Thematic, which focuses on spam database US growth and large-cap companies . It invests in all types of companies that improve environmental sustainability, and has achieved an annualized return of 9.85% over the past 3 years.
The fund has been managed by Daniel Roarty since 2013 and its benchmark is the SP500. Its three main holdings are Danaher, P&G and Xylem. All three are companies that are highly committed to improving the environment.
Download the socially responsible investment guide
AB Sustainable Global Thematic
The global version of the previous fund. It is made up of the same type of companies, but chosen from all over the world. However, since the advance of socially responsible companies is not as widespread globally as in the US, the profitability is somewhat lower, although still very positive: 6.64% annualized over the last three years.
Janus Henderson Horizon Global Sustainable Equity Fund
The Janus Henderson Horizon Global Sustainable Equity Fund is an equity fund that, like the previous ones, invests in all types of companies dedicated to improving the environmental situation or correcting the excesses that have occurred until now. Its companies are of very high quality, which has led them to achieve an annualized return of 6.91% over three years.
Among the trends they invest in are energy efficiency, environmental services, sustainable transport, sustainable real estate and water management (although the list is longer, investing in up to 10 different environmental and social trends).
BNP Paribas Climate Impact
The BNP Paribas Climate Impact fund is dedicated to investing in companies seeking solutions to global warming. Naturally, as it is much more specific than the previous ones, its profitability is somewhat more modest: 1.69% in the last three years.
However, despite this, the truth is that it is a fund that, if you are really investing in SRI for the positive impact on the planet and society, is very important. And while the previous funds invest in companies with an impact that is not always direct on the environment, this fund only looks for those companies that do have one or could have one.
For this reason, they do not invest in companies that, for example, have committed to reducing their emissions, but rather invest in companies that dedicate at least 50% of their activity to the direct fight against climate change.
How to take advantage of the potential of this type of funds?
In our SRI portfolios we use index funds or ETFs that generally perform better than these funds in the long term due to their efficiency and low costs. We leave you a link so that you can find out about our SRI Index Fund Portfolios (of socially responsible funds), which are available from €1,000 and you will invest in many more funds, gaining in diversification.
In short, there are socially responsible funds that are very interesting , with good returns and, of course, with a positive impact on society. Because the future of investment will either be SRI or it will not be. We hope that, with this list, we have been able to help you choose better where to put your money.
Table of Contents
Pictet Global Environmental Opportunities
AB Sustainable US Thematic
AB Sustainable Global Thematic
Janus Henderson Horizon Global Sustainable Equity Fund
BNP Paribas Climate Impact
How to take advantage of the potential of this type of funds?
Pictet Global Environmental Opportunities
Pictet Global Environmental Opportunities is one of the best SRI funds on this list, as it achieved a spectacular growth of 31.8% in 2019. This is because this fund has a strong position in sectors dedicated to energy efficiency and pollution control, which have grown enormously in recent years.
In addition, Pictet also has other funds that have performed very well in recent years. These funds are Pictet Security, Pictet Clean Energy and Pictet Water.
AB Sustainable US Thematic
Next on the list is AB Sustainable US Thematic, which focuses on spam database US growth and large-cap companies . It invests in all types of companies that improve environmental sustainability, and has achieved an annualized return of 9.85% over the past 3 years.
The fund has been managed by Daniel Roarty since 2013 and its benchmark is the SP500. Its three main holdings are Danaher, P&G and Xylem. All three are companies that are highly committed to improving the environment.
Download the socially responsible investment guide
AB Sustainable Global Thematic
The global version of the previous fund. It is made up of the same type of companies, but chosen from all over the world. However, since the advance of socially responsible companies is not as widespread globally as in the US, the profitability is somewhat lower, although still very positive: 6.64% annualized over the last three years.
Janus Henderson Horizon Global Sustainable Equity Fund
The Janus Henderson Horizon Global Sustainable Equity Fund is an equity fund that, like the previous ones, invests in all types of companies dedicated to improving the environmental situation or correcting the excesses that have occurred until now. Its companies are of very high quality, which has led them to achieve an annualized return of 6.91% over three years.
Among the trends they invest in are energy efficiency, environmental services, sustainable transport, sustainable real estate and water management (although the list is longer, investing in up to 10 different environmental and social trends).
BNP Paribas Climate Impact
The BNP Paribas Climate Impact fund is dedicated to investing in companies seeking solutions to global warming. Naturally, as it is much more specific than the previous ones, its profitability is somewhat more modest: 1.69% in the last three years.
However, despite this, the truth is that it is a fund that, if you are really investing in SRI for the positive impact on the planet and society, is very important. And while the previous funds invest in companies with an impact that is not always direct on the environment, this fund only looks for those companies that do have one or could have one.
For this reason, they do not invest in companies that, for example, have committed to reducing their emissions, but rather invest in companies that dedicate at least 50% of their activity to the direct fight against climate change.
How to take advantage of the potential of this type of funds?
In our SRI portfolios we use index funds or ETFs that generally perform better than these funds in the long term due to their efficiency and low costs. We leave you a link so that you can find out about our SRI Index Fund Portfolios (of socially responsible funds), which are available from €1,000 and you will invest in many more funds, gaining in diversification.
In short, there are socially responsible funds that are very interesting , with good returns and, of course, with a positive impact on society. Because the future of investment will either be SRI or it will not be. We hope that, with this list, we have been able to help you choose better where to put your money.