Sustainable investing

The demand for investments with ESG characteristics 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.

Our products with ESG characteristics

Funds with ESG characteristics

IQAM Invest offers funds that comply with the strict criteria of the Austrian eco-label for sustainable investment products, as well as products with individual ESG characteristics and innovative approaches. 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.

In cooperation with specialists for engagementd and voting we are also an active investor in the companies that are represented in selected equity funds.

In addition IQAM Invest has signed the Principles for Responsible Investment (PRI). Together with its international network of signatories, the PRI initiative is dedicated to promoting responsible investment through six principles, e.g. incorporating ESG issues into investment analysis and decision-making processes.

Please find the current list of IQAM’s ecological, social and ethical criteria published in the download area (German only) https://www.iqam.com/sys/download/global/Kriterienliste_aktuell.pdf

 

 

Name ISIN Start of tranche Performance in past 5 yrs Performance in past 10 yrs Performance since inception NAV As of SFDR Factsheet  
IQAM Balanced Aktiv (AA) ISIN: AT0000A1AK26 Beginn of tranche: 02.12.2014 5 years p.a.: 0.58 % 10 years p.a.: 1.54 % Since beginning: 1.75 % Value: 102.93 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Aktiv (AT) ISIN: AT0000A1AK34 Beginn of tranche: 02.12.2014 5 years p.a.: 0.62 % 10 years p.a.: 1.56 % Since beginning: 1.77 % Value: 114.42 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Aktiv (CA) ISIN: AT0000801022 Beginn of tranche: 01.07.1998 5 years p.a.: 0.88 % 10 years p.a.: 1.83 % Since beginning: 3.49 % Value: 114.23 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Aktiv (CT) ISIN: AT0000A2GK11 Beginn of tranche: 03.06.2020 5 years p.a.: - 10 years p.a.: - Since beginning: 2.38 % Value: 110.18 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Aktiv (RA) ISIN: AT0000A1AK00 Beginn of tranche: 02.12.2014 5 years p.a.: 0.20 % 10 years p.a.: 1.13 % Since beginning: 1.33 % Value: 98.47 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Aktiv (RT) ISIN: AT0000A1AK18 Beginn of tranche: 02.12.2014 5 years p.a.: 0.18 % 10 years p.a.: 1.13 % Since beginning: 1.33 % Value: 110.57 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Offensiv (DT) ISIN: AT0000A192C3 Beginn of tranche: 30.09.2014 5 years p.a.: 0.46 % 10 years p.a.: 3.96 % Since beginning: 4.44 % Value: 147.79 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Offensiv (RT) ISIN: AT0000A0BKU5 Beginn of tranche: 31.08.2009 5 years p.a.: -0.39 % 10 years p.a.: 3.08 % Since beginning: 4.66 % Value: 188.05 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Protect 95 (AA) ISIN: AT0000A28776 Beginn of tranche: 31.05.2019 5 years p.a.: 0.90 % 10 years p.a.: - Since beginning: 1.20 % Value: 102.61 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Protect 95 (AT) ISIN: AT0000A2GK29 Beginn of tranche: 05.06.2020 5 years p.a.: - 10 years p.a.: - Since beginning: 1.86 % Value: 108.12 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Protect 95 (RA) ISIN: AT0000919394 Beginn of tranche: 30.12.1992 5 years p.a.: 0.48 % 10 years p.a.: 0.43 % Since beginning: 2.59 % Value: 36.70 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Protect 95 (RT) ISIN: AT0000817994 Beginn of tranche: 01.10.1998 5 years p.a.: 0.46 % 10 years p.a.: 0.42 % Since beginning: 1.40 % Value: 56.86 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Balanced Select Global (BT) ISIN: AT0000819032 Beginn of tranche: 03.08.1998 5 years p.a.: -0.13 % 10 years p.a.: 3.28 % Since beginning: 2.07 % Value: 119.44 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond Corporate (AT) ISIN: AT0000A0R2P9 Beginn of tranche: 03.10.2011 5 years p.a.: -0.95 % 10 years p.a.: 0.28 % Since beginning: 1.98 % Value: 1,220.81 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond Corporate (RA) ISIN: AT0000774492 Beginn of tranche: 01.09.1999 5 years p.a.: -1.15 % 10 years p.a.: 0.09 % Since beginning: 3.00 % Value: 87.12 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond Corporate (RT) ISIN: AT0000768296 Beginn of tranche: 01.09.1999 5 years p.a.: -1.15 % 10 years p.a.: 0.09 % Since beginning: 3.00 % Value: 175.96 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond EUR FlexD (AT) ISIN: AT0000A0NVA9 Beginn of tranche: 01.03.2011 5 years p.a.: -2.21 % 10 years p.a.: -0.61 % Since beginning: 1.06 % Value: 111.08 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond EUR FlexD (RA) ISIN: AT0000857719 Beginn of tranche: 22.11.1988 5 years p.a.: -2.40 % 10 years p.a.: -0.80 % Since beginning: 3.51 % Value: 22.91 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond EUR FlexD (RT) ISIN: AT0000817978 Beginn of tranche: 05.10.1998 5 years p.a.: -2.43 % 10 years p.a.: -0.81 % Since beginning: 2.23 % Value: 41.83 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond LC Emerging Markets (AA) ISIN: AT0000A189Q9 Beginn of tranche: 15.07.2014 5 years p.a.: -2.74 % 10 years p.a.: 0.47 % Since beginning: 0.80 % Value: 66.71 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond LC Emerging Markets (AT) ISIN: AT0000A189R7 Beginn of tranche: 15.07.2014 5 years p.a.: -2.77 % 10 years p.a.: 0.46 % Since beginning: 0.79 % Value: 106.03 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond LC Emerging Markets (RA) ISIN: AT0000A189N6 Beginn of tranche: 15.07.2014 5 years p.a.: -3.23 % 10 years p.a.: 0.08 % Since beginning: 0.38 % Value: 66.12 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Bond LC Emerging Markets (RT) ISIN: AT0000A189P1 Beginn of tranche: 15.07.2014 5 years p.a.: -3.25 % 10 years p.a.: -0.04 % Since beginning: 0.28 % Value: 100.43 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Emerging Markets (AA) ISIN: AT0000A2MHH1 Beginn of tranche: 22.12.2020 5 years p.a.: - 10 years p.a.: - Since beginning: 2.60 % Value: 106.29 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Emerging Markets (RT) ISIN: AT0000823281 Beginn of tranche: 01.10.1997 5 years p.a.: -2.43 % 10 years p.a.: 0.37 % Since beginning: 2.74 % Value: 182.31 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Europe (AA) ISIN: AT0000A32679 Beginn of tranche: 08.02.2023 5 years p.a.: - 10 years p.a.: - Since beginning: 9.00 % Value: 117.55 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Europe (AT) ISIN: AT0000A0R2Q7 Beginn of tranche: 03.10.2011 5 years p.a.: 0.56 % 10 years p.a.: 3.06 % Since beginning: 6.74 % Value: 2,136.54 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Europe (RA) ISIN: AT0000A090C9 Beginn of tranche: 16.06.2008 5 years p.a.: 0.05 % 10 years p.a.: 2.54 % Since beginning: 5.66 % Value: 211.07 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity Europe (RT) ISIN: AT0000857750 Beginn of tranche: 19.12.1989 5 years p.a.: 0.05 % 10 years p.a.: 2.54 % Since beginning: 5.29 % Value: 233.68 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity US (AA) ISIN: AT0000A32687 Beginn of tranche: 08.02.2023 5 years p.a.: - 10 years p.a.: - Since beginning: 12.75 % Value: 126.38 Date: 20.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity US (AT) ISIN: AT0000A0XJG0 Beginn of tranche: 04.12.2012 5 years p.a.: 4.15 % 10 years p.a.: 6.02 % Since beginning: 8.38 % Value: 234.63 Date: 20.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity US (BT) ISIN: AT0000A256S2 Beginn of tranche: 04.01.2019 5 years p.a.: 4.19 % 10 years p.a.: - Since beginning: 7.52 % Value: 153.11 Date: 20.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity US (RT) ISIN: AT0000857784 Beginn of tranche: 03.01.1991 5 years p.a.: 3.61 % 10 years p.a.: 5.49 % Since beginning: 7.35 % Value: 445.02 Date: 20.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Equity US (RTEUR) ISIN: AT0000A10UE4 Beginn of tranche: 22.11.2013 5 years p.a.: 3.06 % 10 years p.a.: 4.08 % Since beginning: 4.79 % Value: 168.11 Date: 20.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM OptionsprämienStrategie Protect (I) ISIN: AT0000A2W9Q3 Beginn of tranche: 21.04.2022 5 years p.a.: - 10 years p.a.: - Since beginning: 2.74 % Value: 106.77 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM OptionsprämienStrategie Protect (S) ISIN: AT0000A2W9P5 Beginn of tranche: 21.04.2022 5 years p.a.: - 10 years p.a.: - Since beginning: 2.75 % Value: 1,052.30 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (AT) ISIN: AT0000A0XBW4 Beginn of tranche: 25.10.2012 5 years p.a.: 1.10 % 10 years p.a.: 0.78 % Since beginning: 1.00 % Value: 110.83 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (CA) ISIN: AT0000A1D8K2 Beginn of tranche: 02.03.2015 5 years p.a.: 1.15 % 10 years p.a.: - Since beginning: 0.81 % Value: 102.87 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (CT) ISIN: AT0000A2GK45 Beginn of tranche: 05.06.2020 5 years p.a.: - 10 years p.a.: - Since beginning: 1.56 % Value: 106.70 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (DT) ISIN: AT0000A2QM41 Beginn of tranche: 12.04.2021 5 years p.a.: - 10 years p.a.: - Since beginning: 1.48 % Value: 104.91 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (RA) ISIN: AT0000857768 Beginn of tranche: 03.07.1990 5 years p.a.: 0.99 % 10 years p.a.: 0.68 % Since beginning: 2.94 % Value: 63.49 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM ShortTerm EUR (RT) ISIN: AT0000817952 Beginn of tranche: 05.10.1998 5 years p.a.: 0.99 % 10 years p.a.: 0.68 % Since beginning: 1.90 % Value: 106.12 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM SRI SparTrust M (AA) ISIN: AT0000A0XJH8 Beginn of tranche: 20.11.2012 5 years p.a.: -0.83 % 10 years p.a.: -0.02 % Since beginning: 0.88 % Value: 91.06 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM SRI SparTrust M (AT) ISIN: AT0000A0NVC5 Beginn of tranche: 01.03.2011 5 years p.a.: -0.83 % 10 years p.a.: -0.02 % Since beginning: 1.64 % Value: 118.97 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM SRI SparTrust M (CT) ISIN: AT0000A2SGG2 Beginn of tranche: 05.08.2021 5 years p.a.: - 10 years p.a.: - Since beginning: -1.27 % Value: 95.20 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM SRI SparTrust M (RA) ISIN: AT0000857743 Beginn of tranche: 30.05.1989 5 years p.a.: -0.93 % 10 years p.a.: -0.12 % Since beginning: 4.36 % Value: 78.33 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM SRI SparTrust M (RT) ISIN: AT0000817960 Beginn of tranche: 05.10.1998 5 years p.a.: -0.93 % 10 years p.a.: -0.12 % Since beginning: 2.91 % Value: 152.34 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Strategic Commodity Fund (AT) ISIN: AT0000A0VPF3 Beginn of tranche: 25.06.2012 5 years p.a.: 3.00 % 10 years p.a.: -0.82 % Since beginning: -1.48 % Value: 8,266.31 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Strategic Commodity Fund (BT) ISIN: AT0000A0LVQ9 Beginn of tranche: 22.12.2010 5 years p.a.: 3.18 % 10 years p.a.: -0.60 % Since beginning: -2.26 % Value: 6,960.55 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Strategic Commodity Fund (RT) ISIN: AT0000A04UL2 Beginn of tranche: 09.05.2007 5 years p.a.: 2.38 % 10 years p.a.: -1.40 % Since beginning: -1.72 % Value: 70.44 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details
IQAM Strategic Commodity Fund (RVA) ISIN: AT0000A04UM0 Beginn of tranche: 09.05.2007 5 years p.a.: 2.39 % 10 years p.a.: -1.41 % Since beginning: -1.74 % Value: 73.32 Date: 21.01.2025 SFDR: Artikel 8 Factsheet: Show details

Source: 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.