FUNDS - Raiffeisen-Nachhaltigkeitsfonds-Aktien (former Ethik-Aktienfonds)
Last update on: 01/12/2015

Raiffeisen-Nachhaltigkeitsfonds-Aktien (former Ethik-Aktienfonds)

Investment trust
Raiffeisen Capital Management
Raiffeisen KAG
Asset Manager
Raiffeisen KAG

Fund data (Equity Fund)

Fund size

(as of 31/10/2015)

2.12 mil. EUR
ISIN AT0000677901
Fund price (as of 01/12/2015)
Offer 117.46 Euro
Bid 111.87 Euro

* in relation to accumulation unit

Growth (as of 01/12/2015) *

5 Years 36.73 %
3 Years 48.14 %
1 Year 14.52 %
Current year 12.82 %
Benchmark DJSI World ex

* in Euro (€)

Master data
ISIN AT0000677901
Launch date 13/05/2002
Available in AT, DE, CZ, UK, IT
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment n.s.
Investment strategy Investment in global stocks which are selected according to social, ecological and ethical criteria. Stocks of companies rated "fundamentally attractive" are preferred.
Investment process n.s.
Positive criteria Application of environmentally sound procedures while pursuing company targets; consideration of worldwide consistent labor conditions and social aspects; clear guidelines for use of human-, social- and financial resources
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery
- contempt against OECD Rules

Ethical and Social:
- abortion
- alcohol / spirits
- exploitative children's work
- embryo research
- banned weapons
- gambling
- children's work
- weapons of mass destruction
- pornography
- cluster boms and anti-personnel mines
- tobacco products
- animal tests
- offending human rights
- contempt against ILO-protocol
- weapons / armaments

- atomic power station
- chlorinates or agrochemicals (for example, biocides)*
- fossil fuels*
- green genetic engineering
- nuclear power
- nuclear energy (operating or component manufacture)

- controversial business practices
- breach of laws (e.g. environmental law, consumer protection law, accounting fraud, equal opportunities)
- environmental harmful conduct
- abnormalities in balance of accounts / unethical compensation

Negative criteria for government bonds n.s.
Research done by n.a.

*no exclusion but part of the analysis


Please enter your email address to get the latest news: