- Interview
- 16/12/2020
Read the latest interview with the fund managers of GIS SRI Ageing Population, an SRI labelled, European thematic equity sub-fund that leverages on:
- 3 SRI labels*: French Label ISR, German FNG Label 2020 and Belgian “Towards Sustainability”
- A theme with a solid trend, based on 3 pillars: Healthcare (currently 38.6% of the portfolio), Pension & Savings (19%), Consumers (42.4%)
- Excess return of +11.8% since launch vs. the MSCI Europe Net Total Return (internal comparison index)
Please refer to the factsheet for additional performance information. Source: Sycomore AM as of 30.11.2020
Download the full publication below
Olivier Cassé
Senior Fund Manager,
GIS SRI Ageing Population
19 years of experience
Sycomore AM
Giulia Culot
Senior Fund Manager,
GIS SRI Ageing Population
10 years of experience
Sycomore AM
*The subfund GIS SRI Aging Population has been awarded the FNG Label 2019 by the Forum Nachhaltige Geldanlagen e.V. (FNG) and the “Label ISR” (SRI Label) of the French agency AFNOR in March 2020 for a period of 3 years. The Towards Sustainability Label: the Belgian quality standard aims to increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. The label aims to instill trust and reassure potential investors that the financial product is managed with sustainability in mind and is not exposed to very unsustainable practices. The subfund also ranked 2° in the category “Equity Thematic funds” at the Italian SRI Awards 2019. The SRI Awards are assigned on the basis of a proprietary quantitative model, which integrates 3 factors: MSCI ESG score; performance and risk over 3 years; governance More information on the labels and the methodologies can be found on the respective websites: https://www.fng-siegel.org/de/, https://certification.afnor.org/, https://www.towardssustainability.be/en and http://www.salonesri.it/awards/
