How sustainable are the individual EFTs in the portfolio?

Sustainability concerns us all. That is why we at UnitPlus have opted for a firm anchoring of ESG criteria . ESG stands for Environmental, Social, and Governance. Environmental issues include factors such as greenhouse gas emissions, energy efficiency, and pollution. Occupational health, safety, diversity, and social commitment are found in social factors. Corporate governance deals with aspects around corporate values and control processes.

Each of the ETFs within the UnitPlus portfolios has these ESG factors. So this applies to the equity ETFs as well as the bond ETFs. Three of the five equity ETFs used by UnitPlus have the strictest interpretation of ESG criteria with the so-called Socially Responsible Investing criteria. Only 25% of companies with the highest ESG scores are considered investment opportunities.

The aim is thus to offer an investment that anchors environmental issues more firmly in the investment process. In addition, this can also be sustainable for profitability in the long term. The rating agency MSCI rewards our sustainability approach with an ESG score of 8.2 (out of 10) for all four portfolios, an above-average good value.