Solactive BBVA ixS Global Inclusive Growth Index
Overview
Solactive BBVA ixS Global Inclusive Growth Index offers investors the opportunity to invest in leading growth companies at a reasonable price, together with a social focus according to the UN Sustainable Development Goals with a global scope.
Value-adjusted growth metric
The index seeks firms posed for sustained, above-average earnings growth, not yet fully reflected in the stock’s price, based on PEG and EV/EBITDA to EBITDA growth metrics. We emphasize companies that secure future growth through the investment cycle.
Social SDGs
The Social tilt is both included in the exclusion process and weighting process. Social UN SDGs as per considered in the ICMA Social Bond Principles Mapping (1 – 11).
- Exclusion of companies not aligned with Social SDGs on average, not aligned with SDG 8 (Decent work and economic growth) and those companies that may harm any of the individual Social SDGs.
- Weighting: modified equally weighted based on the highest score on social SDGs.
Key Metrics
Category
Thematic
Megatrend
ESG
Asset Class
Equity
Region
Global
Weighting
Overweights social
SDGs
# Constituents
150
Key Facts
- Global ESG scope
- Selection: Financial Model. Value-adjusted growth
- Social United Nations Sustainable Development Goals. Based on the ICMA standards for Social Bonds
- ISS ESG as the ESG data provider
- Dynamic exclusions of controversial activities
- Modified equally weighted based on the highest score on Social SDGs
Disclaimer
DISCLAIMER Solactive
The financial instrument is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index trade mark or the Index Price at any time or in any other respect. The Index is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the index is calculated correctly. Irrespective of its obligations towards the Issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the financial instrument. Neither publication of the Index by Solactive AG nor the licensing of the Index or Index trade mark for the purpose of use in connection with the financial instrument constitutes a recommendation by Solactive AG to invest capital in said financial instrument nor does it in any way represent an assurance or opinion of Solactive AG with regard to any investment in this financial instrument.