Investing sustainably

The demand for sustainable investment opportunities has been increasing continuously in the past few years. More and more investors are looking for alternatives that allow them to invest their money ethically, or in a socially or ecologically compatible form.

SRI-Funds

SRI-Funds and funds with sustainability orientation

IQAM Invest offers socially responsible investments (SRI) that comply with the strict criteria of the Austrian eco-label for sustainable investment products, as well as products with an individual, innovative sustainability approach or sustainability orientation. Investors in these funds, therefore, hold such companies within the investment universe that act responsibly from an environmental, social and governance point of view and, at the same time, meet our quantitative approach.

Some of our funds have also been awarded the Eurosif transparency logo.

By applying BMO Global Asset Management’s reo® approach, we are also an active investor in the companies that are represented in our equity fund.

In addition IQAM Invest has signed the Principles for Responsible Investment (PRI). Together with its international network of signatories, the PRI initiative is dedicated to promoting responsible investment through six principles, e.g. incorporating ESG issues into investment analysis and decision-making processes.

 

 

Name ISIN Start of tranche Performance year to date Performance in past 5 yrs Performance since inception NAV As of Factsheet  
IQAM Balanced Aktiv (AA) ISIN: AT0000A1AK26 Beginn of tranche: 02.12.2014 YTD: 2.33 % 5 years p.a.: 2.09 % Since beginning: 2.34 % Value: 106.35 Date: 03.12.2021 Show details
IQAM Balanced Aktiv (AT) ISIN: AT0000A1AK34 Beginn of tranche: 02.12.2014 YTD: 2.42 % 5 years p.a.: 2.13 % Since beginning: 2.37 % Value: 114.45 Date: 03.12.2021 Show details
IQAM Balanced Aktiv (CA) ISIN: AT0000801022 Beginn of tranche: 01.07.1998 YTD: 2.64 % 5 years p.a.: 2.36 % Since beginning: 3.87 % Value: 115.86 Date: 03.12.2021 Show details
IQAM Balanced Aktiv (CT) ISIN: AT0000A2GK11 Beginn of tranche: 03.06.2020 YTD: 2.58 % 5 years p.a.: - Since beginning: 6.02 % Value: 109.46 Date: 03.12.2021 Show details
IQAM Balanced Aktiv (RA) ISIN: AT0000A1AK00 Beginn of tranche: 02.12.2014 YTD: 1.99 % 5 years p.a.: 1.70 % Since beginning: 1.91 % Value: 103.09 Date: 03.12.2021 Show details
IQAM Balanced Aktiv (RT) ISIN: AT0000A1AK18 Beginn of tranche: 02.12.2014 YTD: 1.96 % 5 years p.a.: 1.68 % Since beginning: 1.92 % Value: 111.72 Date: 03.12.2021 Show details
IQAM Balanced Equity FoF (DT) ISIN: AT0000A192C3 Beginn of tranche: 30.09.2014 YTD: 13.19 % 5 years p.a.: 4.92 % Since beginning: 5.85 % Value: 142.06 Date: 03.12.2021 Show details
IQAM Balanced Equity FoF (RT) ISIN: AT0000A0BKU5 Beginn of tranche: 31.08.2009 YTD: 12.30 % 5 years p.a.: 4.03 % Since beginning: 5.77 % Value: 185.66 Date: 03.12.2021 Show details
IQAM Balanced Protect 95 (AA) ISIN: AT0000A28776 Beginn of tranche: 31.05.2019 YTD: 0.84 % 5 years p.a.: - Since beginning: 0.22 % Value: 99.20 Date: 03.12.2021 Show details
IQAM Balanced Protect 95 (AT) ISIN: AT0000A2GK29 Beginn of tranche: 05.06.2020 YTD: 0.85 % 5 years p.a.: - Since beginning: 1.58 % Value: 102.38 Date: 03.12.2021 Show details
IQAM Balanced Protect 95 (RA) ISIN: AT0000919394 Beginn of tranche: 30.12.1992 YTD: 0.55 % 5 years p.a.: 0.22 % Since beginning: 2.70 % Value: 35.98 Date: 03.12.2021 Show details
IQAM Balanced Protect 95 (RT) ISIN: AT0000817994 Beginn of tranche: 01.10.1998 YTD: 0.46 % 5 years p.a.: 0.20 % Since beginning: 1.37 % Value: 54.12 Date: 03.12.2021 Show details
IQAM Bond Corporate (AT) ISIN: AT0000A0R2P9 Beginn of tranche: 03.10.2011 YTD: -1.43 % 5 years p.a.: 1.26 % Since beginning: 3.06 % Value: 1,278.09 Date: 03.12.2021 Show details
IQAM Bond Corporate (BT) ISIN: AT0000A26W54 Beginn of tranche: 01.04.2019 YTD: -1.34 % 5 years p.a.: - Since beginning: 0.90 % Value: 1,012.60 Date: 03.12.2021 Show details
IQAM Bond Corporate (RA) ISIN: AT0000774492 Beginn of tranche: 01.09.1999 YTD: -1.60 % 5 years p.a.: 1.07 % Since beginning: 3.67 % Value: 100.73 Date: 03.12.2021 Show details
IQAM Bond Corporate (RT) ISIN: AT0000768296 Beginn of tranche: 01.09.1999 YTD: -1.61 % 5 years p.a.: 1.07 % Since beginning: 3.68 % Value: 185.38 Date: 03.12.2021 Show details
IQAM Bond EUR FlexD (AT) ISIN: AT0000A0NVA9 Beginn of tranche: 01.03.2011 YTD: -2.50 % 5 years p.a.: 1.34 % Since beginning: 2.52 % Value: 125.35 Date: 03.12.2021 Show details
IQAM Bond EUR FlexD (RA) ISIN: AT0000857719 Beginn of tranche: 22.11.1988 YTD: -2.68 % 5 years p.a.: 1.13 % Since beginning: 4.25 % Value: 27.71 Date: 03.12.2021 Show details
IQAM Bond EUR FlexD (RT) ISIN: AT0000817978 Beginn of tranche: 05.10.1998 YTD: -2.68 % 5 years p.a.: 1.14 % Since beginning: 3.11 % Value: 47.56 Date: 03.12.2021 Show details
IQAM Bond High Yield (AT) ISIN: AT0000A0XH41 Beginn of tranche: 08.11.2012 YTD: 1.05 % 5 years p.a.: 3.66 % Since beginning: 4.08 % Value: 132.79 Date: 03.12.2021 Show details
IQAM Bond High Yield (BA) ISIN: AT0000A2REM7 Beginn of tranche: 07.06.2021 YTD: - 5 years p.a.: - Since beginning: -0.72 %* Value: 97.85 Date: 03.12.2021 Show details
IQAM Bond High Yield (RA) ISIN: AT0000734967 Beginn of tranche: 20.09.2000 YTD: 0.88 % 5 years p.a.: 3.45 % Since beginning: 4.66 % Value: 88.26 Date: 03.12.2021 Show details
IQAM Bond High Yield (RT) ISIN: AT0000734975 Beginn of tranche: 20.09.2000 YTD: 0.85 % 5 years p.a.: 3.46 % Since beginning: 4.66 % Value: 201.20 Date: 03.12.2021 Show details
IQAM Bond LC Emerging Markets (AA) ISIN: AT0000A189Q9 Beginn of tranche: 15.07.2014 YTD: -6.70 % 5 years p.a.: 0.37 % Since beginning: 0.95 % Value: 79.76 Date: 03.12.2021 Show details
IQAM Bond LC Emerging Markets (AT) ISIN: AT0000A189R7 Beginn of tranche: 15.07.2014 YTD: -6.74 % 5 years p.a.: 0.37 % Since beginning: 0.96 % Value: 104.75 Date: 03.12.2021 Show details
IQAM Bond LC Emerging Markets (CT) ISIN: AT0000A21L37 Beginn of tranche: 08.06.2018 YTD: -6.56 % 5 years p.a.: - Since beginning: 0.60 % Value: 101.22 Date: 03.12.2021 Show details
IQAM Bond LC Emerging Markets (RA) ISIN: AT0000A189N6 Beginn of tranche: 15.07.2014 YTD: -7.13 % 5 years p.a.: -0.13 % Since beginning: 0.60 % Value: 80.48 Date: 03.12.2021 Show details
IQAM Bond LC Emerging Markets (RT) ISIN: AT0000A189P1 Beginn of tranche: 15.07.2014 YTD: -7.17 % 5 years p.a.: -0.12 % Since beginning: 0.44 % Value: 100.76 Date: 03.12.2021 Show details
IQAM Equity Emerging Markets (AA) ISIN: AT0000A2MHH1 Beginn of tranche: 22.12.2020 YTD: 16.09 % 5 years p.a.: - Since beginning: 15.50 %* Value: 114.05 Date: 03.12.2021 Show details
IQAM Equity Emerging Markets (RT) ISIN: AT0000823281 Beginn of tranche: 01.10.1997 YTD: 15.55 % 5 years p.a.: 1.74 % Since beginning: 3.33 % Value: 192.59 Date: 03.12.2021 Show details
IQAM Market Timing Europe (AT) ISIN: AT0000A1W491 Beginn of tranche: 31.05.2017 YTD: 3.68 % 5 years p.a.: - Since beginning: -2.45 % Value: 88.24 Date: 03.12.2021 Show details
IQAM Market Timing Europe (RT) ISIN: AT0000A1ACK3 Beginn of tranche: 03.11.2014 YTD: 2.75 % 5 years p.a.: -0.57 % Since beginning: 0.87 % Value: 100.38 Date: 03.12.2021 Show details
IQAM Quality Equity Europe (AT) ISIN: AT0000A0R2Q7 Beginn of tranche: 03.10.2011 YTD: 13.49 % 5 years p.a.: 4.03 % Since beginning: 8.21 % Value: 2,011.90 Date: 03.12.2021 Show details
IQAM Quality Equity Europe (BA) ISIN: AT0000A256Q6 Beginn of tranche: 04.01.2019 YTD: 13.74 % 5 years p.a.: - Since beginning: 5.48 % Value: 116.83 Date: 03.12.2021 Show details
IQAM Quality Equity Europe (RA) ISIN: AT0000A090C9 Beginn of tranche: 16.06.2008 YTD: 12.98 % 5 years p.a.: 3.51 % Since beginning: 6.63 % Value: 207.38 Date: 03.12.2021 Show details
IQAM Quality Equity Europe (RT) ISIN: AT0000857750 Beginn of tranche: 19.12.1989 YTD: 12.97 % 5 years p.a.: 3.51 % Since beginning: 5.66 % Value: 222.78 Date: 03.12.2021 Show details
IQAM Quality Equity Pacific (AT) ISIN: AT0000A0XA55 Beginn of tranche: 19.10.2012 YTD: 2.88 % 5 years p.a.: -0.72 % Since beginning: 3.04 % Value: 125.55 Date: 03.12.2021 Show details
IQAM Quality Equity Pacific (RT) ISIN: AT0000991922 Beginn of tranche: 01.10.1996 YTD: 2.42 % 5 years p.a.: -1.23 % Since beginning: 2.99 % Value: 154.68 Date: 03.12.2021 Show details
IQAM Quality Equity US (AT) ISIN: AT0000A0XJG0 Beginn of tranche: 04.12.2012 YTD: 14.12 % 5 years p.a.: 7.31 % Since beginning: 9.69 % Value: 203.21 Date: 03.12.2021 Show details
IQAM Quality Equity US (BT) ISIN: AT0000A256S2 Beginn of tranche: 04.01.2019 YTD: 14.18 % 5 years p.a.: - Since beginning: 10.60 % Value: 133.35 Date: 03.12.2021 Show details
IQAM Quality Equity US (RT) ISIN: AT0000857784 Beginn of tranche: 03.01.1991 YTD: 13.58 % 5 years p.a.: 6.76 % Since beginning: 7.67 % Value: 391.64 Date: 03.12.2021 Show details
IQAM Quality Equity US (RTEUR) ISIN: AT0000A10UE4 Beginn of tranche: 22.11.2013 YTD: 13.01 % 5 years p.a.: 4.41 % Since beginning: 4.96 % Value: 147.14 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (AT) ISIN: AT0000A0XBW4 Beginn of tranche: 25.10.2012 YTD: -0.39 % 5 years p.a.: 0.17 % Since beginning: 0.71 % Value: 104.86 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (CA) ISIN: AT0000A1D8K2 Beginn of tranche: 02.03.2015 YTD: -0.34 % 5 years p.a.: 0.22 % Since beginning: 0.30 % Value: 99.53 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (CT) ISIN: AT0000A2GK45 Beginn of tranche: 05.06.2020 YTD: -0.35 % 5 years p.a.: - Since beginning: 0.83 % Value: 101.10 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (DT) ISIN: AT0000A2QM41 Beginn of tranche: 12.04.2021 YTD: - 5 years p.a.: - Since beginning: -0.45 %* Value: 99.51 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (RA) ISIN: AT0000857768 Beginn of tranche: 03.07.1990 YTD: -0.47 % 5 years p.a.: 0.08 % Since beginning: 3.06 % Value: 63.57 Date: 03.12.2021 Show details
IQAM ShortTerm EUR (RT) ISIN: AT0000817952 Beginn of tranche: 05.10.1998 YTD: -0.48 % 5 years p.a.: 0.08 % Since beginning: 1.92 % Value: 100.75 Date: 03.12.2021 Show details
IQAM SRI SparTrust M (AA) ISIN: AT0000A0XJH8 Beginn of tranche: 20.11.2012 YTD: -2.03 % 5 years p.a.: 0.13 % Since beginning: 1.57 % Value: 99.29 Date: 03.12.2021 Show details
IQAM SRI SparTrust M (AT) ISIN: AT0000A0NVC5 Beginn of tranche: 01.03.2011 YTD: -2.04 % 5 years p.a.: 0.13 % Since beginning: 2.44 % Value: 123.48 Date: 03.12.2021 Show details
IQAM SRI SparTrust M (CT) ISIN: AT0000A2SGG2 Beginn of tranche: 05.08.2021 YTD: - 5 years p.a.: - Since beginning: -1.20 %* Value: 98.80 Date: 03.12.2021 Show details
IQAM SRI SparTrust M (RA) ISIN: AT0000857743 Beginn of tranche: 30.05.1989 YTD: -2.13 % 5 years p.a.: 0.03 % Since beginning: 4.91 % Value: 85.74 Date: 03.12.2021 Show details
IQAM SRI SparTrust M (RT) ISIN: AT0000817960 Beginn of tranche: 05.10.1998 YTD: -2.13 % 5 years p.a.: 0.03 % Since beginning: 3.47 % Value: 158.58 Date: 03.12.2021 Show details
IQAM Strategic Commodity Fund (AT) ISIN: AT0000A0VPF3 Beginn of tranche: 25.06.2012 YTD: 18.06 % 5 years p.a.: 1.05 % Since beginning: -2.36 % Value: 7,960.26 Date: 03.12.2021 Show details
IQAM Strategic Commodity Fund (BT) ISIN: AT0000A0LVQ9 Beginn of tranche: 22.12.2010 YTD: 18.25 % 5 years p.a.: 1.15 % Since beginning: -3.28 % Value: 6,942.23 Date: 03.12.2021 Show details
IQAM Strategic Commodity Fund (RT) ISIN: AT0000A04UL2 Beginn of tranche: 09.05.2007 YTD: 17.43 % 5 years p.a.: 0.47 % Since beginning: -2.21 % Value: 69.18 Date: 03.12.2021 Show details
IQAM Strategic Commodity Fund (RVA) ISIN: AT0000A04UM0 Beginn of tranche: 09.05.2007 YTD: 17.40 % 5 years p.a.: 0.45 % Since beginning: -2.24 % Value: 71.92 Date: 03.12.2021 Show details

* The reported performance is no p.a. specification.

Source: IQAM Invest

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Important information

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.