The investment fund Finaccess Social Commitment Europe RV celebrates its second anniversary with solid results in investment with a social objective

· The fund closed 2024 with a rise of 7.47% and a lower volatility than its benchmark index, ElStoxxEurope600.

· All of the fund's investments have been earmarked for companies whose activities have made a positive contribution to social welfare through their products and services.

· In addition, these companies have shown high standards of social commitment, by following responsible business practices, which have made it possible to contribute to the creation of more than 111,000 jobs or the provision of 56 million hours of training, in aggregate terms.

The fund, which was born from the union between Afi Global Investments, SGIIC SA and Finaccess Value AV S.A., closed 2024 with a increase of 7.47% And a lower volatility to its benchmark index, the StoxxEurope600. During the year, the fund has been investing in companies that have made it possible to respond to today's main social challenges, through the development of innovative solutions in the fields of health, education, financial inclusion, access to housing and sustainable cities.

In addition, these companies have demonstrated high standards of social commitment, through the monitoring of responsible business practices, which have made it possible to contribute to the creation of more than 111,000 jobs, the provision of 56 million hours of training, the presence of 36% of women in management positions, an occupational accident rate of only 0.55% or levels of 80.6% of job satisfaction.

In the same way, the fund shows a high commitment to environmental and governance issues. In this way, 38% of portfolio companies have long-term decarbonization commitments and 60% have short-term emission reduction objectives. From a governance point of view, 95% of managers in portfolio companies have variable compensation linked to sustainability objectives. In addition, the portfolio has, on average, a percentage of independence in the Board of Directors of 65% and of 83% in the Audit Committee.

The fund, which is classified as Art.9 of the EU Disclosure Regulation 2019/2088 (SFDR), has as its starting point a demanding filter to ensure compliance with social commitment. Currently, It has 40 companies in its portfolio diversified at country and sector levels. This careful selection of assets and the low turnover of its portfolio have allowed the fund to overcome volatility and adapt to a changing environment.

Lola Jaquotot, senior equity manager at Finaccess Value AV SA, points out: “The combination of active management and sustainable investment has been the winning formula, reinforcing the vision of the fund as an option for long-term investors who seek to contribute to social welfare without sacrificing profitability.”

Carlos Magán, partner of Afi, points out: “Finaccess Social Commitment Europe RV has once again demonstrated that the search for opportunities in sustainability is aligned with the identification of long-term trends that allow us to detect investment opportunities with a high potential for revaluation. In addition, the Fund has demonstrated the better risk control offered by this type of investment, as a result of better business practices and reduced exposure to disputes.”

The social objective of Finaccess Social Commitment EuroParv is twofold: it invests in companies whose activity generates a positive impact on social welfare through its services and products, and in companies whose business practices show a high standard of social commitment. In this regard, the Fund invests in different social issues to address present challenges and take advantage of future opportunities, such as health and well-being, access to housing, sustainable cities, financial inclusion or the fulfillment of human rights, among others.

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For more information contact:
comunicación@afi.es | (+34) 608 867180

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