July 30, 2025
Ibercaja Management exceeds 4.8 billion in ASG funds and adds more than 182,000 participants
ECONOMY

Ibercaja Management exceeds 4.8 billion in ASG funds and adds more than 182,000 participants

Jul 29, 2025

Ibercaja Management has closed the first semester of the year with a remarkable growth in sustainable investment. As of June 30, 2025, the Manager of the Aragonese Bank already manages 4,841 million euros in funds that meet ASG criteria (environmental, social and good governance), which represents 53% more than at the beginning of the year and 132% more compared to the same period of 2024. This positive evolution is especially supported by fixed income strategies, and places Iberca a Ibero. Inverco has been 8.5%.

The number of participants has also experienced a strong rebound: there are already 182,056 investors who trust these products, 32,000 more than at the end of 2024, which represents an increase of 21.34%. In addition, the ASG funds of Ibercaja have captured net tickets worth 1,749 million euros in the first six months of the year, consolidating the appeal of this investment typology.

“In 2025 we are observing that the retail client trusts investment solutions with ASG criteria that we have provided. They are proposals in which the exhaustive analysis of the assets is reinforced from two points of view: that of the credit quality and solvency associated with the assets, as well as that of the environmental, social and governance factors associated with the companies,” said the director of Iberca. Corridor

During this exercise, the manager has launched two new funds with sustainable approach: Ibercaja RF Horizon 2030 and Ibercaja RF Flexible, which has contributed to reinforce the offer and confidence of customers in a strategy aligned with the objectives of the 2030 Agenda.

New Horizon Fund 2028-2

In July, Ibercaja has launched the Ibercaja RF Fund Horizon 2028-2, a product that offers a three-year portfolio expiration strategy and seeks attractive returns on an still interesting temporal horizon for investors.

Jorge Urriza, head of Ibercaja Management Strategy, highlights that “after the success of the previous launches of this typology of funds, such as the Ibercaja RF Horizon 2027, Ibercaja RF Flexible and Ibercaja RF Horizon 2030, the new fund that is still in commercialization; it offers investors an alternative that gives them greater protection against the episodes of volatility of the markets”.

According to Urriza, “the aforementioned solutions have accumulated positive returns since its launch, which has favored the capital attraction of our clients, allowing greater stability in their investments to the volatility episodes of recent months.”

From the Manager’s Business Directorate, they explain that this launch under Criteria ASG comes to reinforce the entity’s commitment to the search for long -term value, such as Ibercaja identity for almost 150 years. Ibercaja is a signature of the World Covenant and supports the UN 2030 Agenda, working on the development of socially responsible investment as a combination of financial and extra-financial criteria at the time of making investment decision making.