FUNDS - terrAssisi Aktien
Last update on: 29/10/2021

terrAssisi Aktien

Investment Trusts
Ampega Investment GmbH
KVG: ampega Investment GmbH; Investment/Initiator: Missionszentrale der Franziskaner
Asset Manager
Ampega Investment GmbH

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

579.76 mil. EUR
Share class size

(as of 30/09/2021)

417.48 mil. EUR
ISIN DE0009847343
Fund price (as of 29/10/2021)
Offer 47.83 EUR
Bid 45.77 EUR

Growth (as of 29/10/2021) *

10 Years 270.00 %
5 Years 87.83 %
3 Years 68.12 %
1 Year 40.27 %
Current year 26.33 %
Benchmark none

* in Euro (€)

Master data of Funds
Launch date 20/10/2000
Available in AT, DE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The special asset terrAssisi Aktien I AMI aims for high return as investment goal.
Investment strategy The special asset has to be invested mainly in shares. There are no country or currency restrictions.
Investment process The selection of all assets is based on the ethical principles of the Franciscan Order. Social, cultural and ecological aspects are equally important as economic aspects. The high appreciation of the whole of creation by Francis of Assisi is the guideline for specific investment and negative criteria. The socially and ecologically best shares are selected according to the best-in-class approach. The fund would also invest in these shares if it was only considering economical factors. Afterwards, it is checked that profits are gained in accordance with different ecological and sociocultural aspects.
Positive criteria Minimizing the environmental risk; investment in renewable resources; Balancing between generations; non-discriminatory treatment of minorities; participation; humanization of working conditions; staff development; preservation of cultural diversity; use of local resources
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery

Ethical and Social:
- exploitative child labour
- embryonic research
- banned weapons
- gambling
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography
- cluster bombs and anti-personnel mines
- animal experimentation
- violations of human rights
- violations of democratic and political basic rights
- weapons/armaments

- biocides
- chlorine or agrochemicals (e.g. biocides)
- chlorine or agrochemicals
- fossil fuels*
- genetic engineering (agriculture)
- nuclear power
- nuclear energy (operation or component manufacture)

- controversial business practices
- violation of laws or prosecution regarding relevant ESG criteria
- environmental offences*
- environmentally harmful activities/products
- environmentally harmful conduct*
- violations of antitrust-law

Negative criteria for government bonds n.s.
Research done by InHouse & oekom research AG

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis