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  
Spängler IQAM Equity Europe (IT) ISIN: AT0000A0XJF2 Beginn of tranche: 27.11.2012 YTD: 12.96 % 5 years p.a.: - Since beginning: 12.84 % Value: 168.63 Date: 22.09.2017 Show details
Spängler IQAM Equity Europe (RT) ISIN: AT0000925888 Beginn of tranche: 07.04.2004 YTD: 12.56 % 5 years p.a.: 11.77 % Since beginning: 6.51 % Value: 97.52 Date: 22.09.2017 Show details
Spängler IQAM Equity Europe (SIA) ISIN: AT0000A105D3 Beginn of tranche: 23.04.2013 YTD: 13.25 % 5 years p.a.: - Since beginning: 12.77 % Value: 1,589.52 Date: 22.09.2017 Show details
Spängler IQAM SparTrust M (IA) ISIN: AT0000A0XJH8 Beginn of tranche: 20.11.2012 YTD: -0.20 % 5 years p.a.: - Since beginning: 2.79 % Value: 105.26 Date: 22.09.2017 Show details
Spängler IQAM SparTrust M (IT) ISIN: AT0000A0NVC5 Beginn of tranche: 01.03.2011 YTD: -0.19 % 5 years p.a.: 3.06 % Since beginning: 3.92 % Value: 123.50 Date: 22.09.2017 Show details
Spängler IQAM SparTrust M (RA) ISIN: AT0000857743 Beginn of tranche: 30.05.1989 YTD: -0.26 % 5 years p.a.: 2.96 % Since beginning: 5.64 % Value: 91.29 Date: 22.09.2017 Show details
Spängler IQAM SparTrust M (RT) ISIN: AT0000817960 Beginn of tranche: 05.10.1998 YTD: -0.27 % 5 years p.a.: 2.96 % Since beginning: 4.24 % Value: 159.17 Date: 22.09.2017 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.

Important information

Before accessing our website, please carefully read the following legal notes. Then click on the link at the bottom of this text.

The information contained on this website is for information and marketing purposes only and does not represent an offer or a recommendation, as the case may be, for the acquisition or the sale of certain funds or other products and is not a request for such offer. In particular, the information contained on this website thus is neither deemed to be legal, tax or investment advice, nor an offer or a recommendation for the acquisition or sale of funds or other products and it cannot replace individual advice on investments and other issues. Investment decisions require the individual adaptation to the personal circumstances of the investor and should only be taken after having obtained expert information and advice.

The information on funds, fund issuance and other products as well as the documents and information on market values of financial instruments provided in the download section are addressed exclusively to persons domiciled in Austria and whose native language is not german. They do not represent an acquisition offer directed to persons domiciled in other countries nor are they a call to extend such offer. In particular, the information published on this website is not addressed to US persons within the meaning of "Regulation S" of the Securities Act 1933. The financial instruments advertised on this website must not be offered in the USA and must not be proposed to US persons. The funds registered for public sale in Germany are listed in the document "Funds registered by countries".

As far as the previous performance of funds or other financial instruments is referred to on this website, we point out that the performance in the past does not allow reliable conclusions about the future performance of funds or other financial instruments.

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