Bond Funds (Euro)
Our bond funds (Euro) include the IQAM SRI SparTrust M, which invests in sustainable gilt-edged bonds, and the IQAM ShortTerm EUR, a money market related fund that invests in bonds from the euro area. The duration and maturity structure of the funds is calculated on the basis of the IQAM Interest Rate Projection model.
Quality Equity Funds
Our Quality Equity Funds (for Europe, USA, and Pacific region) place highest value on the quality of the selected companies. Various parameters are used to measure the quality, e.g. a low debt equity ratio and relatively stable yields that grow consistently. The investment decisions are based on our Quality Stock Selection models, which build on sentiment, value and quality factors.
Equity-Active Cash Exposure
Our funds with active investment level management invest in equity on the one hand and in cash or money market instruments on the other. Here, we offer a fund of funds that invests in global stock markets and actively manages the investment level and, on the other hand, a fund that invests either entirely in the European stock market or in cash/money market instruments (binary investment level management system).
Bond Funds (International)
Our bond funds (international) include a fund with exclusively European government bonds and funds with international corporate and high-coupon bonds, USD bonds, and a local-currency emerging market fund. While the funds containing corporate and high-coupon bonds are managed by external specialists, the investments of the funds managed by us are based on our models for the Euro and USD interest rate projections, for the government bond selection of Euro bonds, and for the selection of emerging market bonds.
Classic Equity Funds
Our Classic Equity Fund for emerging markets places highest value on the best possible combination of value and sentiment factors when selecting individual securities. The investment decisions are based on our Dynamic Stock Selection models, which ensure that these two main drivers of income from shares are optimally combined.
Asset Managing Funds
Our Asset Managing Funds are mixed funds that invest in a minimum of two asset classes (cash, bonds, equities, commodities, etc.). We offer funds with an aspired highest value guarantee, active control of the investment ratio of shares and cash, as well as a fund that invests in all asset classes in accordance with the Pension Fund Act. The investment decisions are based on all of our models, but primarily on the model for intelligent risk control (IQAM Dynamic Risk Controlplus).
IQAM Invest uses its own IQAM Non-Food Commodity Index for the Strategic Commodity Fund. A combination of various commodities ensures diversification. The selection of commodities is based on our model for Commodity Indices, which not only selects the commodities but also actively chooses the positioning on the forward curve, thereby achieving the highest possible backwardation.
Source: IQAM Invest
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Past performance is not a reliable indicator of the future results of a fund. The performance computation is based on data supplied by the custodian bank and complies with the OeKB method. Issue and redemption surcharges have not been included. The official documents are available on the fund webpage.