Raiffeisen-Nachhaltigkeit-Momentum (BT20)

Overview

Raiffeisen-Nachhaltigkeit-Momentum is an equity fund managed by Raiffeisen KAG, aimed at achieving long-term capital growth while accepting a higher risk profile. The fund specifically promotes ecological and social characteristics, mandating a minimum of 51% investment in non-taxonomy-compliant sustainable investments that focus on environmental and social objectives. Investments are selected based on stringent social, ecological, and ethical criteria applicable to individual issuers.

At least 51% of the fund's assets are committed to stocks or stock-equivalent securities, while the remaining portion of the assets may be allocated towards bonds, money market instruments, other investment funds, or liquid assets issued by states, supranational entities, or companies. The strategy is centered on companies that have shown recent improvements in their sustainability ratings, with the expectation of favorable effects on their financial performance. The portfolio is constructed using an equal-weighted strategy, comprising approximately 50 titles from various sectors across Europe. Some notable holdings include Novonesis, Howden Joinery Group, and BE Semiconductor Industries. Launched in 2018 and based in Austria, this worldwide sector mix fund contributes to the sustainable investment landscape by integrating momentum strategies with ESG considerations. It is offered in various share classes, with options for both full reinvestment and distributions.

Products and Services

• Equity Fund

  Raiffeisen-Nachhaltigkeit-Momentum primarily operates as an equity fund focusing on capital growth through investments in stocks and stock-equivalent securities. Its strategy targets long-term profitability while addressing sustainability issues.

• Sustainable Investments

  The fund emphasizes ecological and social characteristics, ensuring a significant portion of its investments (minimum 51%) aligns with sustainability objectives. This commitment promotes positive contributions to both environmental and social impacts.

• Diverse Portfolio

  The fund maintains a balanced and diverse portfolio with around 50 companies operating across various sectors in Europe, allowing for risk mitigation while pursuing growth opportunities.

• Momentum Strategy

  Raiffeisen-Nachhaltigkeit-Momentum employs a momentum investment strategy that focuses on companies whose sustainability ratings have recently improved, supporting the notion that enhanced sustainability practices can lead to better financial outcomes.

• Flexible Share Classes

  The fund is available in several share classes, providing investors with options for full reinvestment of earnings or distributions, thus catering to different investment preferences and strategies.