The K69 is a pure bond fund that invests in individual securities on a global basis. The focus is on European and American companies. Sustainability and economic stability are also clear focuses of this fund. The fund follows an internal "light green" approach.
Through the ESG approach used for individual securities, which involves a combination of negative exclusion criteria (e.g., violations of the UN Global Compact, such as human rights, labor standards, environment, corruption, as well as fossil energy, nuclear power, tobacco products, military weapons, gambling) and positive selection criteria (e.g., ESG investment universe based on ESG ratings with a positive overall score), sustainability risks are considered in the fund management according to the mentioned European Disclosure Regulation.
When investing in other investment funds (sub-funds, target funds), sustainability characteristics are considered to the extent that these are managed according to Article 8 or 9 of the European Disclosure Regulation. No reference value is used to achieve the ecological and social characteristics.
Karin Rattay, MBA
Values & Guidance GmbH
Gottfried-Keller-Gasse 2/4
1030 Wien
Österreich
office@valuesandguidance.com
+43 (1) 505 44 18
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