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Aliter Investors Ethica Equities

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
Regulatory documents
Monthly reports
March 2026
Avril 2026
May 2026
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