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-Fonds

Spängler IQAM Invest offers socially responsible investments (SRI) that comply with the strict criteria of the Austrian eco-label for sustainable investment products. 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.

Moreover, our SRI funds have 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.

Name	ISIN	Start of tranche	Performance year to date	Performance in past 5 yrs	Performance since inception	NAV	As of	Factsheet
IQAM Equity Emerging Markets (AT)	ISIN: AT0000A0XBP8	Beginn of tranche: 06.11.2012	YTD: -7.33 %	5 years p.a.: 1.37 %	Since beginning: 0.56 %	Value: 102.09	Date: 16.10.2018		Show details
IQAM Equity Emerging Markets (RT)	ISIN: AT0000823281	Beginn of tranche: 01.10.1997	YTD: -7.69 %	5 years p.a.: 0.87 %	Since beginning: 3.60 %	Value: 184.12	Date: 16.10.2018		Show details
IQAM Equity US (AT)	ISIN: AT0000A0XJE5	Beginn of tranche: 22.11.2012	YTD: -7.30 %	5 years p.a.: 9.49 %	Since beginning: 12.34 %	Value: 181.06	Date: 16.10.2018		Show details
IQAM Equity US (BT)	ISIN: AT0000A23Q22	Beginn of tranche: 08.10.2018	YTD: -	5 years p.a.: -	Since beginning: -6.24 %*	Value: 93.76	Date: 16.10.2018		Show details
IQAM Equity US (RT)	ISIN: AT0000709977	Beginn of tranche: 07.04.2004	YTD: -7.66 %	5 years p.a.: 9.10 %	Since beginning: 4.77 %	Value: 156.44	Date: 16.10.2018		Show details
IQAM SRI Equity Europe (AT)	ISIN: AT0000A0XJF2	Beginn of tranche: 27.11.2012	YTD: -8.99 %	5 years p.a.: 5.70 %	Since beginning: 8.61 %	Value: 150.69	Date: 16.10.2018		Show details
IQAM SRI Equity Europe (BA)	ISIN: AT0000A105D3	Beginn of tranche: 23.04.2013	YTD: -8.74 %	5 years p.a.: 6.05 %	Since beginning: 8.32 %	Value: 1,420.48	Date: 16.10.2018		Show details
IQAM SRI Equity Europe (RT)	ISIN: AT0000925888	Beginn of tranche: 07.04.2004	YTD: -9.35 %	5 years p.a.: 5.20 %	Since beginning: 5.28 %	Value: 86.73	Date: 16.10.2018		Show details
IQAM SRI SparTrust M (AA)	ISIN: AT0000A0XJH8	Beginn of tranche: 20.11.2012	YTD: -0.03 %	5 years p.a.: 2.81 %	Since beginning: 2.31 %	Value: 103.42	Date: 16.10.2018		Show details
IQAM SRI SparTrust M (AT)	ISIN: AT0000A0NVC5	Beginn of tranche: 01.03.2011	YTD: -0.04 %	5 years p.a.: 2.81 %	Since beginning: 3.38 %	Value: 123.01	Date: 16.10.2018		Show details
IQAM SRI SparTrust M (RA)	ISIN: AT0000857743	Beginn of tranche: 30.05.1989	YTD: -0.11 %	5 years p.a.: 2.71 %	Since beginning: 5.43 %	Value: 89.58	Date: 16.10.2018		Show details
IQAM SRI SparTrust M (RT)	ISIN: AT0000817960	Beginn of tranche: 05.10.1998	YTD: -0.11 %	5 years p.a.: 2.71 %	Since beginning: 4.01 %	Value: 158.42	Date: 16.10.2018		Show details

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

Source: Spängler 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.