Ethical Funds is a family of mutual funds that are invested
with Judeo-Christian values with the following objectives:
provide private and institutional investors
with a family of mutual funds with Judeo-Christian
values and outstanding financial results.
give means for investors to invest in a socially
responsible way that may include a social distribution
of the profits of the funds.
Investment Track Record
Pictet’s investment approach warranties a thorough
investment review of the company’s fundamental
and economic and market conditions.
The fund follows a restricted universe of investment
possibilities that have passed the screening of the
Westchester Institute’s research team.
The fund may donate to nonprofit institutions part
of the yearly return, only if the return is over the
defined benchmark during the year.
of Ethical Compliance
An ethics counsel will grant a certificate based on
the criteria defined by the Pontifical Athenaeum Regina
Apostolorum and the Westchester Institute.
and Christian values-conscious investors
Religious congregations & foundations
Christian charities and not-for-profits
Savings plans for ethics-conscious organizations
Incorporated in Luxembourg
Family of ethical funds (umbrella company)
European Passport, SICAV part 1 – UCITS III
by PICTET & Cie (Geneva)
be registered in France, Italy, Germany and Spain
Limited to 100 US Investors
Auditor: Delloite S.A. (Lux)
Will receive a Certificate of Ethical Compliance from
an ethics counsel