Contact us
Contact us
Aliter Investors Ethica Balanced
Invest with conviction
Class A : LU1937026869
Class B : LU2127863061
Class D : LU2948441048
Valeur liquidative
au 30/11/2025
1 000 €
Performance 2025
au 30/11/2025
%
Encours
23 millions €
Niveau de risque
4/7
Aliter Investors Ethica Balanced is an diversified fund, actively managed by Lombard Odier (Europe) and monitored by Aliter Invest.
It applies an ethical approach based on Christian Social Teaching. The approach presents a framework of exclusion (sectors of addiction, controversial weapons, violations of the dignity of life, etc.) and a positive approach (particular attention to companies that improve their practices over time).
The fund invests in companies that apply the best social and environmental practices, contribute to sustainable development and support healthy working conditions, while protecting human life and dignity.
The equity component is made up of international securities with a geographical weighting close to that of the MSCI World. The bond component is made up of investment grade (>BBB-) European debt securities and euro-denominated money market instruments.
Afin de répondre à l’appel à être de ‘bons intendants’, notre objectif est de connaître et de suivre les entreprises en portefeuille grâce à une analyse approfondie et, lorsque cela est possible, en ayant un engagement avec les dirigeants.
Nous croyons en une corrélation positive entre le capital humain et la valeur économique, et in fine de bons rendements financiers.
Nous sommes convaincus que le capital financier doit être alloué aux entreprises qui respectent la dignité de la personne.