Spirica launches the most extensive range of SRI funds on the market

November 25 2019

Spirica, a subsidiary of Crédit Agricole Assurances, is pleased to announce the launch of a range of 50 SRI (Socially Responsible Investment) funds, the most extensive on the market, available with all its life insurance and accumulation plans.

Spirica is going further in its long-standing commitment to sustainable investment by providing investors with a simple, responsible solution that will produce returns and enable them to build up their savings and/or prepare for their retirement.

We have put together two ranges:

  • A GENERIC RANGE22 multi-thematic funds selected from a universe that only incorporates funds that have been – or are in the process of being – certified across the main asset classes (equities, balanced, bonds), all scoring very high in terms of sustainability and delivering good returns over time.
  • A THEMATIC RANGE: 20 thematic funds selected from a universe containing both certified and non-certified funds, but all geared towards specific themes such as human development, water treatment, the environment and energy. In terms of sustainable real estate investment, seven SCPIs (sociétés civiles de placement immobilier – real estate investment companies) and an OPCI (organisme de placement collectif immobilier – real estate collective investment scheme) round out the range, selected after we contacted various asset management companies to ascertain their commitments and concrete actions in this area.

On average, the funds selected by Spirica outperformed* their benchmark index over the three periods analysed (1, 3 and 5 years). A specific methodology was applied to select these fifty Sustainable Development funds.

Daniel Collignon, Chief Executive Officer of Spirica:

“Responsible investment is a key area today as both companies and investors become increasingly aware of the major social and environmental issues affecting our planet. With this in mind, we have decided to take a committed approach to these issues by providing our partners and their customers with responsible financial solutions that give meaning to their investments, enabling them to play a part in shaping a more sustainable world.”

*Past performance is no guarantee of future performance. The capital with unit-linked products is not guaranteed and they are subject to market fluctuations, both up and down.