WINNER

Country |
Portugal |
Founded |
2005 |
AUM 2024 |
€1,934m |
Performance |
11.2% |
The judges selected this fund for its well-articulated strategy and clear investment objectives, underpinned by a growth-orientated approach that has delivered consistently strong performance, exemplary integration of sustainability and disciplined portfolio management. The fund's integration of ESG – from selection to implementation and monitoring – and sustainability principles, alongside transparent communication, inspires confidence, particularly among clients seeking responsible investment options. Innovation in monitoring, particularly the internally developed ESG data tool, has enhanced oversight, enabling faster, data-driven adjustments and deeper analysis of emissions, PAIs, and portfolio impact. Robust engagement with companies further reinforces transparency and climate accountability. Robust governance, diversified life-cycle strategies, and a proactive shift towards SFDR Article 8 funds, including green, social and sustainable bonds were also commended. The fund’s disciplined equity focus, active management, and commitment to sustainable outcomes demonstrate a compelling balance of growth potential and ESG leadership, making it a worthy winner.
STRATEGIC TAKEAWAYS
➤ Clear, growth-orientated strategy with disciplined portfolio management driving consistent strong performance |
➤ Exemplary ESG and sustainability integration, including innovative monitoring tools and transparent communication, building client confidence |
➤ Proactive governance and diversified sustainable strategies, with focus on SFDR Article 8 funds and active engagement for climate accountability |
HIGHLY COMMENDED
Ageas Pensões-Fundo de Pensões Grupo EDP
FEFSS - Fundo de Estabilização Financeira da Segurança Social
Judged by
Pedro Barbosa
Neill Hamilton
Alejandro Olivera
Pedro Pardo
