Performance overview
Sustainable Solutions
Impact/Article 9 SFDR
These are very specific investment strategies with an ecologic or social focus.
Social and/or ecologic progress should be further advanced.
Impact becomes visible and is reported on regularly. These investment funds comply with Article 9 SFDR.
Responsible/Article 8 SFDR
Ecological, social and governance data lead to a proprietary ESG-rating.
The best-in-class approach guarantees that, in each industry, the most sustainable corporations get selected.
Strict exclusion criteria from all perspectives of sustainability. These investment funds comply with Article 8 SFDR.
Integration/Article 8 SFDR
Integration means to include ESG-criteria in the investment process, because they can have a positive financial impact.
E.g. corporations with a high ESG-risk are excluded.
Analysts identify investments whose ESG-characteristics should be reflected in terms of economic advantages, and then recommend them. These investment funds comply with Article 8 SFDR.
Risk/Holding Period
The indicated risk and the recommended holding period for our investment funds are based directly on the Synthetic Risk and Return Indicator (SRRI). At an SRRI of 1 or 2, the recommended holding period is at least 2 years, and the risk is assessed as low. At a level of 3 to 6, a holding period of at least 6 years is recommended (moderate or medium risk). Funds can also be classified as having a high level of risk, with a recommended minimum holding period is 8 years. The fund is classified solely on the basis of the SRRI. This is not a reliable indicator of future performance and can change over time. A classification in category 1 does not mean that the investment is risk-free.
Currency Risk
- Yes
The performance of the investment fund can be influenced substantially by currency risks.
- No
The fund enters into no material foreign currency risks, and/or any currency risks that are associated with securities are hedged.
- Subordinated
In order to seize opportunities, currency risks can be accepted to a limited extent. The performance of the investment fund can be influenced to a certain degree by currency risks.
Pension Fund
The search here is limited to the funds that explicitly meet the special requirements of the Austrian Pension Fund Act (Österreichisches Pensionskassengesetz) according to their fund terms and conditions.
Important information:
Please find further information and documents on the respective funds by clicking the fund name in the above overview.