Our 'Active Investor' funds
Each of our ‘Active Investor’ funds follows a distinct investment and shareholder advocacy strategy in line with our investors’ mission (mission related investments).
As not only financial investors but also active shareholders, PhiTrust is able to bring about improvements in corporate governance practices of those companies in its portfolios. Those companies with the best corporate governance practices are indeed better valued by the financial markets.
If, as shareholders, we take into consideration corporate impact on the environment and local communities, we can seek out and invest in those companies which work toward improving overall quality of life.
PhiTrust has established partnerships with relevant specialists and offers investment funds which reflect these priorities:
To promote corporate governance the Sicav ‘Proxy Active Investors’ works in collaboration with Proxinvest.
To promote sustainable development projects and good corporate governance the mutual fund ‘Euro Active Investors’ has developed a partnership with the Swiss Foundation Ethos.
To promote sustainable environmental practices the Luxemburg mutual fund ‘Living Planet Fund Equity’ is in partnership with WWF.
