FUNDS - Ampega Responsibility Fonds (former Gerling)
Last update on: 26/07/2021

Ampega Responsibility Fonds (former Gerling)

Investment Trusts
Ampega Investment GmbH
Asset Manager
Ampega Investment GmbH

Fund data (Umbrella Fund)

Fund size

(as of 30/06/2021)

11.43 mil. EUR
Share class size

(as of 30/06/2021)

11.43 mil. EUR
ISIN DE0007248700
Fund price (as of 26/07/2021)
Offer 110.29 EUR
Bid 105.04 EUR

Growth (as of 26/07/2021) *

10 Years 20.00 %
5 Years 9.13 %
3 Years 3.97 %
1 Year 11.67 %
Current year 7.41 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
Launch date 30/12/2004
Available in AT, DE
Fund type Umbrella Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment n.s.
Investment strategy Investment in sustainability equity, bond and mixed funds. In the focus are the responsibility for the environment, the handling of ressources and the humane policies concerning employees.

Investment process The selection of the target funds considers besides financial criteria principally ecological, social and ethical criteria. These funds invest in equities and bonds using an environmentally friendly an ecoefficient management as a strategic opportunity. Moreover, funds investing in special ecological or social areas as f. ex. health, renewable energies, environmental technologies, bio food can be selected. Risk-awareness and diversification are important aspects for the selection. The fund consists of the best of more than 100 potential funds.

Positive criteria n.s.
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by FOCUS Asset Management GMBH

This fund profile is aligned with the fund company.