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

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: 8.82 % 5 years p.a.: 5.17 % Since beginning: 1.76 % Value: 109.75 Date: 15.02.2019 Show details
IQAM Equity Emerging Markets (RT) ISIN: AT0000823281 Beginn of tranche: 01.10.1997 YTD: 8.73 % 5 years p.a.: 4.64 % Since beginning: 3.91 % Value: 198.47 Date: 15.02.2019 Show details
IQAM Equity Emerging Markets (XT) ISIN: AT0000A256V6 Beginn of tranche: 04.01.2019 YTD: - 5 years p.a.: - Since beginning: 7.54 %* Value: 107.54 Date: 15.02.2019 Show details
IQAM Equity US (AT) ISIN: AT0000A0XJE5 Beginn of tranche: 22.11.2012 YTD: 13.30 % 5 years p.a.: 7.75 % Since beginning: 11.72 % Value: 181.83 Date: 15.02.2019 Show details
IQAM Equity US (BT) ISIN: AT0000A23Q22 Beginn of tranche: 08.10.2018 YTD: 13.37 % 5 years p.a.: - Since beginning: -5.71 %* Value: 94.29 Date: 15.02.2019 Show details
IQAM Equity US (RT) ISIN: AT0000709977 Beginn of tranche: 07.04.2004 YTD: 13.21 % 5 years p.a.: 7.36 % Since beginning: 4.67 % Value: 156.80 Date: 15.02.2019 Show details
IQAM Equity US (XT) ISIN: AT0000A256U8 Beginn of tranche: 04.01.2019 YTD: - 5 years p.a.: - Since beginning: 15.00 %* Value: 115.00 Date: 15.02.2019 Show details
IQAM SRI Equity Europe (AT) ISIN: AT0000A0XJF2 Beginn of tranche: 27.11.2012 YTD: 13.26 % 5 years p.a.: 3.60 % Since beginning: 7.88 % Value: 148.52 Date: 15.02.2019 Show details
IQAM SRI Equity Europe (BA) ISIN: AT0000A105D3 Beginn of tranche: 23.04.2013 YTD: 13.31 % 5 years p.a.: 3.95 % Since beginning: 7.58 % Value: 1,401.66 Date: 15.02.2019 Show details
IQAM SRI Equity Europe (RT) ISIN: AT0000925888 Beginn of tranche: 07.04.2004 YTD: 13.18 % 5 years p.a.: 3.11 % Since beginning: 5.05 % Value: 85.34 Date: 15.02.2019 Show details
IQAM SRI Equity Europe (XT) ISIN: AT0000A256T0 Beginn of tranche: 04.01.2019 YTD: - 5 years p.a.: - Since beginning: 12.45 %* Value: 112.45 Date: 15.02.2019 Show details
IQAM SRI SparTrust M (AA) ISIN: AT0000A0XJH8 Beginn of tranche: 20.11.2012 YTD: 0.26 % 5 years p.a.: 2.64 % Since beginning: 2.36 % Value: 102.67 Date: 15.02.2019 Show details
IQAM SRI SparTrust M (AT) ISIN: AT0000A0NVC5 Beginn of tranche: 01.03.2011 YTD: 0.27 % 5 years p.a.: 2.63 % Since beginning: 3.37 % Value: 124.04 Date: 15.02.2019 Show details
IQAM SRI SparTrust M (RA) ISIN: AT0000857743 Beginn of tranche: 30.05.1989 YTD: 0.25 % 5 years p.a.: 2.53 % Since beginning: 5.41 % Value: 88.91 Date: 15.02.2019 Show details
IQAM SRI SparTrust M (RT) ISIN: AT0000817960 Beginn of tranche: 05.10.1998 YTD: 0.25 % 5 years p.a.: 2.53 % Since beginning: 4.00 % Value: 159.75 Date: 15.02.2019 Show details
IQAM SRI SparTrust M (XA) ISIN: AT0000A23LQ0 Beginn of tranche: 05.11.2018 YTD: 0.26 % 5 years p.a.: - Since beginning: 0.66 %* Value: 95.63 Date: 15.02.2019 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.