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.
Our equity funds pay particular attention to the optimal combination of value, quality and sentiment factors when selecting individual stocks. Our quantitative models, which use the best possible mix of these main drivers of equity returns, form the basis for investment decisions.
Multi Asset Funds
Our multi asset funds are balanced funds that invest in different asset classes (cash, bonds, stocks, commodities, etc.). Here we offer a fund with the aim of partly protecting the maximum fund level and a defensively oriented fund, both of which invest in accordance with the Pension Fund Act. We also offer a dynamic and flexible investing fund. The investment decisions are based on our various models, but primarily on the model for intelligent risk control (IQAM Dynamic Risk Controlplus).
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.
IQAM Invest uses its own IQAM Non-Food Commodity Index for the IQAM 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.