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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The information contained herein is for informational purposes only and does not constitute a solicitation, offer, or acceptance to conclude a contract or any other legal transaction, especially regarding an investment, nor is it intended to influence such a decision. It should be noted in particular that the information does not constitute investment, legal, tax, or other advice, and of course, cannot in any way replace such advice.
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Every capital investment involves risk. Prices can both rise and fall. Past performance is not indicative of future results. In particular, the preservation of invested capital cannot be guaranteed; therefore, there is no guarantee that the value of the capital invested or the fund shares held will correspond to the originally invested capital upon sale or redemption.
The calculation of performance does not take into account individual costs (e.g., front-end load, fees, commissions).