SUSTAINABLE ASSET MANAGEMENT
- Investments comply with the individual wishes of investors.
- Experienced securities experts professionally manage the assets.
- Long history of managing individual asset portfolios (since 1993).
- The investments are ideally diversified, therefore, opportunities to earn returns are greater and security is higher.
- Investors may freely choose between fixed or mixed management fees.
- The capital invested is available at any time.
- Investors are sent detailed information on the development of their assets on a regular basis.
- An excellent combination: Schoellerbank & ISS-ESG.
Disclosure of sustainability-related Information on Financial Products
ESG Product Information Disclosure Summary - as of January 2023
Investment fund “SCHOELLERBANK ESG DYNAMISCH“
Fund management by Schoellerbank Invest AG
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The investment fund “Schoellerbank ESG Dynamisch” is a mixed fund combining equities and bonds.
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Actively managed investment fund.
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Flexible weighting of the equity component between 50% and 80% of the fund volume, adapted to market conditions.
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Equities and bonds are selected according to the proven quality criteria of the Schoellerbank EquityRating and Schoellerbank BondRating.
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Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.
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Funds with an investment policy aligned with environmental and/or social characteristics in accordance with sustainability category Article 8 of Regulation (EU) 2019/2088 (Disclosure Regulation).
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Schoellerbank ESG Dynamisch complies with the strict sustainability criteria of Schoellerbank's "Advisory Board for Ethics and Sustainability".
Investment fund “SCHOELLERBANK ETHIK VORSORGE”
Fund management by Schoellerbank Invest AG
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The investment fund “Schoellerbank Ethik Vorsorge” is a mixed fund combining equities and bonds.
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Actively managed investment fund.
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Flexible weighting of the equity component between 30% and 70% of the fund volume, adapted to market conditions.
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Equities and bonds are selected according to the proven quality criteria of the Schoellerbank EquityRating and Schoellerbank BondRating.
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Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.
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Funds with an investment policy aligned with environmental and/or social characteristics in accordance with sustainability category Article 8 of Regulation (EU) 2019/2088 (Disclosure Regulation).
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Schoellerbank Ethik Vorsorge complies with the strict sustainability criteria of Schoellerbank's "Advisory Board for Ethics and Sustainability".
Sustainable Special Funds
Fund management by Schoellerbank Invest AG
The investment experts at Schoellerbank also develop tailored products according to customer specifications for large investment volumes. Special funds are created for this purpose by our capital management company, Schoellerbank Invest AG. Special funds permit Schoellerbank to design portfolios that meet the specific wishes of a customer. In some cases, special themes are given higher weightings.
Sustainable Guarantee Products
For more risk-averse investors, Schoellerbank also offers the option of investing in funds with capital guarantees. Sustainable Guarantee Products are designed for this type of investor.
Arrange a personal consultation here
Legal information on sustainability please find here