SUSTAINABLE INVESTMENT PRODUCTS

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 ETHIK AKTIEN“

Fund management by Schoellerbank Invest AG

  • The investment fund “Schoellerbank Ethik Aktien” is an equity-only fund.

  • Actively managed investment fund.

  • Certified with the Austrian Ecolabel.

  • Equities are selected according to the proven quality criteria of the Schoellerbank EquityRating.

  • Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.

  • 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).

  • Schoellerbank Ethik Aktien complies with the strict sustainability criteria of Schoellerbank's "Advisory Board for Ethics and Sustainability".

Investment fund “SCHOELLERBANK ESG DYNAMISCH“

Fund management by Schoellerbank Invest AG

  • The investment fund “Schoellerbank ESG Dynamisch” is a mixed fund combining equities and bonds.

  • Actively managed investment fund.

  • Flexible weighting of the equity component between 50% and 80% of the fund volume, adapted to market conditions.

  • Equities and bonds are selected according to the proven quality criteria of the Schoellerbank EquityRating and Schoellerbank BondRating.

  • Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.

  • 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).

  • 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

  • The investment fund “Schoellerbank Ethik Vorsorge” is a mixed fund combining equities and bonds.

  • Actively managed investment fund.

  • Flexible weighting of the equity component between 30% and 70% of the fund volume, adapted to market conditions.

  • Equities and bonds are selected according to the proven quality criteria of the Schoellerbank EquityRating and Schoellerbank BondRating.

  • Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.

  • 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).

  • Schoellerbank Ethik Vorsorge complies with the strict sustainability criteria of Schoellerbank's "Advisory Board for Ethics and Sustainability".

Investment fund “SCHOELLERBANK VORSORGEFONDS”

Fund management by Schoellerbank Invest AG

The investment fund “Schoellerbank Vorsorgefonds” is a bond-only fund.

  • Actively managed investment fund.

  • Certified with the Austrian Ecolabel.

  • The investment fund is also suitable for trustee assets and as cover for pension provisions.

  • Invests exclusively in securities issued by Austrian entities with excellent credit ratings.

  • Actively managed term structures.

  • The broad and secure diversification of the fund’s assets is guaranteed by a team of experienced investment experts.

  • Bonds are selected according to the proven quality criteria of Schoellerbank BondRating and the selection criteria of the specialised company for sustainable investment rfu.

  • Investments are made in compliance with ESG principles in accordance with the "Nachhaltigkeitsrisiken-KAG" policy.

  • 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).

  • Schoellerbank Vorsorgefonds 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

Schoellerbank Asset Management

  • Schoellerbank Asset Management

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