Fund size EUR 29.0m
Past performance is not a reliable indicator of future performance.
The equity fund invests in high-quality European companies with aboveaverage profitability, solid growth and healthy balance sheets, which are also attractively valued on the equity market. The fund weights the Small & Mid Cap segment more significant compared to the benchmark - MSCI Europe ETF. The consistent systematic implementation of fundamental assessment criteria and, based on this, optimal portfolio construction are the basis for disciplined fund management. This fundamental bottom-up approach results in a portfolio of European quality companies that pays significant attention to ESG aspects and has below-average CO2 emissions overall, in line with the Paris Aligned Investment Initiative (PAII).
- Silvio Halsig
- Portfolio Management, CIO
- Patrick Hofer
- Portfolio Management
Client Relationship Management
Learn more about the ESG fund classificationSustainability / ESG