Investment options complying with sustainability criteria

LGT SUSTAINABLE inflation linked

This Fund aims to provide reasonable capital growth while protecting against inflation and taking into account sustainability criteria. Although denominated in EURO, this fund invests in global bond markets, with a focus on the high rated issuers. If market rates rise this fund is expected to perform better than regular fixed income bond funds.

2023 2022 2021
2.45% -5,0% 3,4%

 

The 5 BIF - Bâloise Eticx funds* are funds that follow environmental, social and governance (ESG) criteria. They aim to avoid a negative
impact of your investments on the environment, society and governance. The possibility of choosing between 5 solutions in terms of
mix of equities and bonds will allow you to adapt the volatility of your pension plan to your expectation.

BIF - Bâloise Eticx Conservative

Will allow you to be exposed to all types of investments through UCITS or direct lines: mainly government, corporate and monetary  debts. Our main criteria is to take into account investment funds that wish to invest according to sustainable development or socially responsible investment criteria.
We would like to highlight UCITS or companies that have incorporated this approach through different elements such as: negative or positive screening, thematic investments, commitment approach.
The fund’s portfolio contains up to 100% bonds depending on market conditions.

2023 2022 2021
0.56% -13.28% 0.99%


BIF - Bâloise Eticx Defensive

Will allow you to be exposed to all types of investments through UCITS or direct lines: equities, real estate, renewable raw materials, government, corporate and monetary debts. 
Our main criteria is to take into account investment funds that wish to invest according to sustainable development or socially responsible investment criteria. We would like to highlight UCITS or companies that have incorporated this approach through different elements such as: negative or positive screening, thematic investments, commitment approach.
The fund portfolio contains up to 25 % equities and 75 % bonds depending on market conditions.

2023 2022 2021
4.23% -14.83% 1.33%


BIF - Bâloise Eticx Balanced

Will allow you to be exposed to all types of investments through UCITS or direct lines: equities, real estate, renewable raw materials,
government, corporate and monetary debt. Our main criteria is to take into account investment funds that wish to invest according
to sustainable development or socially responsible investment criteria. We would like to highlight UCITS or companies that have incorporated this approach through different elements such as: negative or positive screening, thematic investments, commitment approach.
The fund portfolio contains up to 50 % equities and 50 % bonds depending on market conditions.

2023 2022 2021
8.13% -15.50% -0.81%


BIF - Bâloise Eticx Dynamic

Will allow you to be exposed to all types of investments through UCITS or direct lines: equities, real estate, renewable raw materials,
government, corporate and monetary debt. Our main criteria is to take into account investment funds that wish to invest according
to sustainable development or socially responsible investment criteria. We would like to highlight UCITS or companies that have
incorporated this approach through different elements such as: negative or positive screening, thematic investments,
commitment approach.
The portfolio of the Fund contains up to 75 % equities and 25 % bonds depending on market conditions.

2023 2022 2021
11.77% -18.15% 1.47%

 

BIF - Bâloise Eticx Aggressive

will allow you to be exposed to all types of investments through UCITS or direct lines: equities, real estate, renewable raw materials,
government, corporate and monetary debt. Our main criteria is to take into account investment funds that wish to invest according
to sustainable development or socially responsible investment criteria. We would like to highlight UCITS or companies that
have incorporated this approach through different elements such as: negative or positive screening, thematic investments,
commitment approach.
The portfolio of the Fund can contain up to 100 % shares, depending on market conditions.

2023 2022 2021
15.10% -18.64% 20.46%

 

Past performances do not constitute a guarantee for future performances.

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