Listed ethical fund:
To meet different expectations expressed, Aliter Invest identifies a first fund whose investment philosophy places the human person at the center of concerns. In addition, with a great financial rigor, this fund is particularly interested in the field of the environment, social conditions, good governance of a society and the protection of life.
Essential information:
Net assets :
€ 63m
Expected return :
about 3% per year
Investment horizon :
medium / long term
Risks :
The detailed risk profile of this fund can be found on the website www.vpfundsolutions.com
Balanced Portfolio
45 % equity, 45 % bond, 10% Impact Investing
Geographic exposure :
World
Your impact ?
EXCLUDES : Exclusion of the controversial arms industry, areas of addiction and outrages on human dignity.
PROMOTE : Development and support of the companies that make the most effort in terms of ESG practices. Best-in-class and best-in-effort strategy.
INFLUENCE : Commitment Policy for Portfolio Companies ⇒ Proxy voting.
IMPACT : 10% of the fund is invested in Impact Investing.
This fund has a strong impact in education, social reintegration, health, the environment, measurable and communicated periodically.
