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Data available from the Fund
Databank
All socially responsible funds
that are operational on the Belgian market, under the Ethibel
label or certification, are included in the funds
databank. The following is indicated for every fund::
- The name of the
fund;
- The financial institutions
offering the fund with an indication of the websites of
the providers;
- The year in which the
fund started up;
- The year in which it
finished, if applicable;
- The composition
of the fund per region;
- The percentage of
equities or shares in the portfolio (compared
with the percentage of bonds);
- The risk category
varying from category 1 (very low risk) to category 5 (very
high risk). An asterisk indicates whether it is a fixed-
or click fund. With these funds, investors are certain to
recuperate their starting capital wholly or partly on the
expiry date;
- The "ethical depth"
of the selection criteria, i.e. if a fund belongs to a first,
second, third or fourth generation;
- The solidarity aspect,
i.e. if the fund provider has planned for the possibility
of investing part of the deposit and/or of the return in
social projects. For these so-called "ethical reinvestments"
the banks often have recourse to independent organisations
such as Netwerk
Vlaanderen, Hefboom,
Réseau
Financement Alternatif and Alterfin.
- Participation costs;
- Management costs;
- Capitalisation of the
profit, distribution of remittance or the offer of
the choice between both;
- Return (in percentages) after one month, three
months, one year, three years and five years;
- The Sharpe ratio provides a risk-weighted return
of the funds in figures. This is based on the return of
the fund in the most recent year less the return on a risk-free
investment. In other words, what the return would have been
if the capital had been invested in safe treasury certificates
subtracted from the profit made by investing the fund.
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