Christian Equity

Target

Sidera Christian Equity is intended for investors seeking significant long-term capital appreciation through diversified investment in leading listed international companies, while complying with Christian investment principles and the ESG criteria applicable to funds classified under Article 8 of the SFDR. The Fund aims to outperform its benchmark over an investment horizon of at least seven years.

Main characteristics

Christian Responsible Investment brings together sustainable finance and Christian ethical principles in a coherent framework. Sidera Christian Equity is certified as compliant with the ethical principles of the Catholic Church through its partnership with Nummus, a certification body accredited under the Italian Episcopal Conference (CEI) Guidelines on ethics, sustainability and governance in the management of financial resources. Nummus Catholic Principles Ethics Certified 2025.

Sustainability disclosure

Christian Equity promotes environmental, social and governance ("ESG") characteristics under Article 8 of Regulation (EU) 2019/2088 and it does not currently commit to investing in any “sustainable investment” within the meaning of the SFDR or the Taxonomy Regulation 2020/852. Through a proprietary model of the Investment Manager and based on data from the info provider MSCI, the Fund is assigned an ESG rating which shall be greater than or equal to the rating of its benchmark (100% MSCI ACWI ESG Leaders Net Return EUR Bloomberg NE703303) designated to meet the environmental or social characteristics promoted by the Sub-Fund. With this approach, the Investment Manager, in addition to integrating sustainability risks into investment decisions, aims to ensure that the Sub-Fund achieves and maintains a high sustainability profile. For more information on the Fund's sustainable features, please refer to the "Sustainability Disclosure" document and the Fund's Prospectus.

The Arca Fondi Sgr S.p.A has developped an “ESG Policy” that aims at integrating Sustainability Factors and Sustainability Risks into the Sub-Fund’s investment process. The Sustainability Factors integration can be pursued through ESG rating developed from the Arca Fondi Sgr S.p.A and based upon information collected from public and private data providers. All Sub-Funds, including those that do not actively promote Sustainability Factors, remain exposed to Sustainability Risks as further described in section 5.4 (Sustainability Risk) above. Investors are invited to consult the investment philosophy of Arca Fondi Sgr S.p.A available on the website