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Contact us

Aliter Investors Ethica Equities
Montagne enneigée
Invest with conviction

Class A : LU3146742948

Class B : LU3146743169

Class D : LU3146743243

Net asset value 
at 02/28/2026

1 036.03 €

Performance 2026
at 02/28/2026

+4.19%

AuM
 

29 million €

Risk level
 

4/7

Aliter Investors Ethica Equites is an actively managed equity fund, managed by Lombard Odier (Europe) and overseen by Aliter.

The fund applies an ethical approach grounded in Christian Social Teaching. This approach includes an exclusion framework (addiction‑related sectors, controversial weapons, violations of the dignity of life, etc.) as well as a positive approach (with particular attention to companies that improve their practices over time).

It invests in companies that demonstrate leading social and environmental practices, support healthy working conditions, and protect human life and the dignity of the person.

The fund is focused on human capital and maintains a geographical allocation close to that of the MSCI World All Country.

In order to answer the call to be good stewards, our objective is to understand and monitor the companies in our portfolio through in‑depth analysis and, whenever possible, by engaging directly with their leadership.

We believe in a positive correlation between human capital and economic value, ultimately leading to strong financial returns.

We are convinced that financial capital should be allocated to companies that uphold the dignity of the human person.

Documentation

Monthly reports

  • March 2026

    Avril 2026

    May 2026

    June 2026

    July 2026

    August 2026

    September 2026

    October 2026

    November 2026

    December 2026

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