The APS Regular Income 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/ETFs, bank deposits and cash. The Fund can only invest in government and corporate entities as provided by the Ethical Policy of the Fund.
The Fund has the responsibility to select properly run companies and entities that add value and provide a sustainable investment return. Apart from the financial analysis, the Fund adopts positive screening criteria to select the investments. The Fund also adopts stringent criteria for sovereign issuers. Institutions operating in sectors or industries which are harmful to society are excluded from the investment portfolio of the Fund. We are committed to investing only in organisations that do not harm the well-being of society at large and that score highly in ESG (Environmental, Social and Governance) factors, ensuring proper business sustainability.
How may I invest?
We understand that every investor has different objectives. You can invest in the APS Regular Income Ethical Fund in two different ways:
If you would like to invest smaller sums or are looking at a savings plan, we offer the APS Regular Income 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.