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” invests exclusively in equities selected on the basis of sustainability criteria
  • Awarded with the Austrian Ecolabel for Sustainable Financial Products.
  • Ethical equity fund
  • Actively managed investment fund
  • The equities are selected using the tried and tested quality criteria defined in Schoellerbank’s EquityRating model.
  • All companies in the portfolio are evaluated thoroughly for compliance with social, human rights and environmental aspects.
  • The equities selected also meet the selection criteria of our partner, ISS-ESG, which specializes in ethical investments.

 

Investment fund “SCHOELLERBANK ETHIK VORSORGE”

Fund management by Schoellerbank Invest AG

  • The investment fund “Schoellerbank Ethik Vorsorge” is a mixed fund that invests in equities and bonds
  • Actively managed investment fund with an ethical investment strategy. At least 30% of the investment fund’s assets are invested in bonds.
  • The weighting for equities is flexible and adjusted to market conditions. The decisions are reached by a Schoellerbank committee consisting of several members.
  • Equities and bonds are identified on a value-based method. Only quality companies make into Schoellerbank’s ethical portfolios or into the Schoellerbank Ethik Vorsorge investment fund.
  • Apart from the Schoellerbank EquityRating method, the equities selected also meet the criteria of our partner, ISS-ESG, which specializes in ethical investments.
  • Over the past few years, the investment fund “Schoellerbank Ethik Vorsorge” has received numerous awards.

Investment fund “SCHOELLERBANK VORSORGEFONDS”

Fund management by Schoellerbank Invest AG

  • The investment fund “Schoellerbank Vorsorgefonds” bears the Austrian Ecolabel for Sustainable Financial Products.
  • Certified ethical investments 
  • Actively managed investment fund
  • 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.
  • Apart from the Schoellerbank EquityRating method, the equities selected also meet the criteria of our partner, ISS-ESG, which specializes in ethical investments.
  • The investment fund is also suitable for trustee assets and as cover for pension provisions.

 

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

Downloads

  • Schoellerbank Asset Management 2023.pdf

    PDF | 1,1 MB

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