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Aliter Investors Ethica Balanced
Invest with conviction
LU1937026869
Net asset value
1,294.77€
YTD Performance
since 12/31/2024
9.51%
In progress
108 million €
Risk level
4/7
Performance comparison with a composite index
Données au 15/10/2024 | Performance YTD | 1 mois | 3 mois | 1 ans | Moyenne 3 ans | Moyenne 5 ans | Création* | Annualisée |
|---|---|---|---|---|---|---|---|---|
AIEB | -1,31% | -0,31% | 2,94% | 4,74%% | 4,32% | 5,53% | 29,49% | 4.46% |
Indices** | -3,65% | -1,50% | -4,98% | 5,03% | 4,61% | 6,10% | 41,13% | 5,29% |
* Launch on 05/23/2019
** 45% MSCI World EUR / 45% BBG Barclays Euro Aggregate 1-3 / 10% IMON ICE EUR
Aliter Investors Ethica Balanced is an actively managed, international diversified fund. It invests in companies that adhere to ESG best practices, contribute to sustainable development, and support healthy working conditions while protecting human life and dignity. The equity component is composed of international securities with a geographic weighting close to the MSCI World ISR. The bond component is composed of investment-grade European debt securities (>BBB-) and euro-denominated money market instruments. The fund applies an SRI and ethical approach based on an ESG (Environment, Social, Governance) selection process through a best-in-class and best-in-effort strategy.
In order to respond to the call to be 'good stewards', our goal is to know and monitor portfolio companies through in-depth analysis and, where possible, engagement with management.
We believe in a positive correlation between human capital and economic value, and ultimately good financial returns.
We are convinced that financial capital must be allocated to companies that respect the dignity of the person.
Performance History
Documentation
Monthly reports
December 2025
November 2025
October 2025
September 2025
August 2025
July 2025
June 2025
May 2025