The Bankinter Energy Efficiency fund is among the most profitable in its category in 2023 with a gain of 24.3%
- Bankinter Asset Management has succeeded in situating this investment option that complies with sustainability criteria at the top of the VDOS ranking, which includes domestic and international funds.
One of the investment funds linked to sustainability criteria that Bankinter offers, the Bankinter Energy Efficiency fund, which invests, within the scope of megatrends, in equities linked to this efficiency, the electrification of the economy and Industrial automation, made a successful end to 2023. In the year just ended, it achieved a return of 24.33%, situating it at the top of the VDOS ranking for funds that invest in securities linked to environmental criteria.
The fund has a cumulative return of 85% over the last five years and assets of 38.3 million euros. Within its strategy, it invests primarily in utility sectors, renewables and industrial and technology companies.
This fund's return is 3.2 points higher than that of the benchmark MSCI World ESG Leaders Net Return index.
In 2021, the Bankinter Energy Efficiency fund achieved a return just shy of 50% at 49.09%. After a highly volatile 2022, which saw falls in the markets, the fund performed very well in 2023.
This fund is among the leaders within the category of products linked to ESG (environmental, social and governance) criteria, a range that Bankinter will continue to bolster within the bank.
A track record linked to sustainability
Bankinter Gestión de Activos has an established track record in offering products linked to sustainable criteria, since it has not only been managing funds of this kind for many years but also the first pension plan with sustainable criteria, which it launched in November 2020. In 2021, the digital manager of the bank's fund portfolios, Bankinter Roboadvisor, launched its first sustainable fund portfolios. Bankinter also markets an extensive range of funds of international managers that comply with sustainability criteria. Beyond the sphere of investment, the bank will increase its offer of sustainable products and services.
The fund has a cumulative return of 85% over the last five years and assets of 38.3 million euros. Within its strategy, it invests primarily in utility sectors, renewables and industrial and technology companies.
This fund's return is 3.2 points higher than that of the benchmark MSCI World ESG Leaders Net Return index.
In 2021, the Bankinter Energy Efficiency fund achieved a return just shy of 50% at 49.09%. After a highly volatile 2022, which saw falls in the markets, the fund performed very well in 2023.
This fund is among the leaders within the category of products linked to ESG (environmental, social and governance) criteria, a range that Bankinter will continue to bolster within the bank.
A track record linked to sustainability
Bankinter Gestión de Activos has an established track record in offering products linked to sustainable criteria, since it has not only been managing funds of this kind for many years but also the first pension plan with sustainable criteria, which it launched in November 2020. In 2021, the digital manager of the bank's fund portfolios, Bankinter Roboadvisor, launched its first sustainable fund portfolios. Bankinter also markets an extensive range of funds of international managers that comply with sustainability criteria. Beyond the sphere of investment, the bank will increase its offer of sustainable products and services.