true
December 16, 2020

Generali Investments Sicav (GIS) SRI Ageing Population – Celebrating its 5th year anniversary

Share on facebook
Share on twitter
Share on linkedin
Share on email

In Short

Interview with the fund managers of GIS SRI Ageing Population.
Generali Investments Sicav (GIS) SRI Ageing Population - Celebrating its 5th year anniversary
Share on facebook
Share on twitter
Share on linkedin
Share on email

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

Generali Investments SICAV (GIS) SRI Ageing Population Fund - Interview with the fund manager - Celebrating 5-year track record!
December 16th, 2020
PDF
Olivier Cassé

Olivier Cassé

Senior Fund Manager,
GIS SRI Ageing Population
19 years of experience
Sycomore AM

Giulia Culot
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/

Also interesting

Coronavirus model
March 5, 2021
Market Commentary

COVID-19 FACTS & FIGURES

Up-Trend-Line-Graph-and-Silhouette-Oil-Pumps-at-Oil-Field-with-Sunset-Sky-Background
March 5, 2021
Focal Point

Oil: strong, but not permanent price increase

Cubes-wood-arrows-up-down-red-and-green
00:06:05
March 4, 2021
Podcast

The Spotlight ǀ Generali Investments Podcast: Reflation boon and bane