Raiffeisen-NewInfra-ESG-Aktien R A (U3X0)

Overview

Raiffeisen Infrastruktur-Aktien VA is an actively managed equity fund that was established in Austria on August 5, 2008, by Raiffeisen Kapitalanlage-Gesellschaft mbH. This fund is designed to achieve long-term capital growth while embracing higher risks. It primarily invests at least 51% of its assets in stocks or securities equivalent to stocks from companies associated with the construction and maintenance of infrastructure. The focus is on essential sectors such as industry, technology, telecommunications, utilities, energy, and healthcare, highlighting mid- and large-cap firms across the globe. Denominated in EUR, the fund operates with a fully reinvesting approach (thesaurierend) and also has the flexibility to invest in bonds from states or supranational entities, money market instruments, other investment funds, and liquid deposits. Managed without adherence to a specific benchmark, the fund underscored its commitment to Environmental, Social, and Governance (ESG) criteria, classified as an Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR). Significant holdings within the fund include notable companies such as Eiffage, Vinci, Veolia Environnement, American Tower, SSE, RWE, and Engie. With a total fund volume of approximately 188 million EUR, an issuance surcharge of 4%, and a minimum investment threshold of 100 EUR, Raiffeisen Infrastruktur-Aktien VA offers a robust opportunity for investors seeking targeted exposure to global infrastructure themes within the financial markets.

Products and Services

• Equity Fund:

  This actively managed equity fund focuses on long-term capital growth through investments in infrastructure-related companies globally. At least 51% of the fund's assets are allocated to stocks or stock-equivalent securities, with an emphasis on firms operating in essential sectors such as technology, utilities, and healthcare.

• Global Sector Exposure:

  The fund provides targeted exposure to key sectors driving infrastructure development, which includes industries like telecommunications, energy, and healthcare. This strategic focus on mid- and large-cap firms ensures diversified investment within essential global markets.

• Flexible Asset Allocation:

  In addition to equities, the fund has the capability to invest in bonds issued by states or supranational bodies, money market instruments, other investment funds, and liquid deposits, ensuring a comprehensive investment strategy that adapts to market conditions.

• Reinvestment Strategy:

  As a fully reinvesting fund (thesaurierend), earnings generated are reinvested back into the fund, enhancing the potential for compounding growth over time for investors seeking to maximize their capital appreciation.

• Commitment to ESG Principles:

  This fund emphasizes ESG criteria as an Article 8 fund under the SFDR, meaning investments are aligned with sustainable practices, making it an appealing choice for socially responsible investors.

• Accessible Investment:

  With a minimum investment threshold of just 100 EUR and an issuance surcharge of 4%, Raiffeisen Infrastruktur-Aktien VA is designed to be accessible for a wide range of investors looking to participate in infrastructure sector opportunities.