FUNDS - Raiffeisen-Nachhaltigkeitsfonds-Aktien (former Ethik-Aktienfonds)
Last update on: 06/12/2016

Fundname
Raiffeisen-Nachhaltigkeitsfonds-Aktien (former Ethik-Aktienfonds)

Investment Trusts
Raiffeisen Capital Management
Emittent
Raiffeisen KAG
Asset Manager
Raiffeisen KAG

Fund data (Equity Fund)

   
Fund size

(as of 30/11/2016)

65.34 mil. EUR
Share class size

(as of 30/11/2016)

5.02 mil. EUR
ISIN AT0000677901
Fund price (as of 06/12/2016)
Offer 115.08 EUR
Bid 109.60 EUR

Growth (as of 06/12/2016) *

   
10 Years 15.00 %
5 Years 50.52 %
3 Years 29.95 %
1 Year 2.61 %
Current year 2.74 %
Benchmark DJSI World ex

* in Euro (€)

Master data of Funds
ISINAT0000677901
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
- violations of the UN Global Compact

Ethical and Social:
- abortion
- alcohol/spirits
- exploitative child labour
- embryonic research
- banned weapons
- gambling
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography
- cluster bombs and anti-personnel mines
- tobacco products
- animal experimentation
- violations of human rights
- violations of the ILO protocol
- weapons/armaments

Environment:
- nuclear power stations
- chlorine or agrochemicals (e.g. biocides)*
- fossil fuels*
- genetic engineering (agriculture)
- nuclear power
- nuclear energy (operation or component manufacture)

Other:
- controversial business practices
- violation of laws or prosecution regarding relevant ESG criteria
- environmentally 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

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