APS Ethical Fund
The APS Ethical Fund endeavours to maximise the total return to investors, minimising volatility whilst seeking to attain a desirable level of liquidity, following ethical principles according to the Fund`s Ethical Policy. The Fund invests primarily in a diversified portfolio of government and corporate bonds, in direct equities and may also hold units in selected Collective Investment Schemes, deposits and cash. The Fund can only invest in government and corporate entities as approved by the Ethical Policy of the Fund.
Investment Approach
The Ethical Policy underscores the commitment to ethical investments and outlines the principles guiding the Fund’s investment approach. The Fund adheres to the philosophy of responsible decision-making for the benefit of investors and society. The Fund applies negative filtering criteria to exclude corporations involved in certain industries and, governments and supranationals which do not protect civil and political rights. Their performance is then analysed further on the basis of environmental (E), social (S) and governance (G) criteria.
How may I invest?
We understand that every investor has different objectives. You can invest in the APS Ethical Fund in two different ways:
Savings Plan
If you would like to invest smaller sums or are looking at a savings plan, we offer the APS Ethical Fund in the form of a monthly savings plan. From as little as €50 every month, this approach helps you build a portfolio in manageable monthly investments.
Lump Sum Package
Starting from a minimum investment of €2,000, this approach is perfect for you if you would like to invest a lump sum.
Take your time to evaluate which approach suits you best. Our professional team is focused on providing you with sound investment advice.