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.
Investment Region
Here, the fund can focus on a specific region or country, for example on developed markets or on emerging markets.
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.
Important information:
Please find further information and documents on the respective funds by clicking the fund name in the above overview.