FUNDS - SUPERIOR 4 - Ethik Aktien
Last update on: 29/10/2021

SUPERIOR 4 - Ethik Aktien

Investment Trusts
Bankhaus Schelhammer & Schattera KAG
Security Kapitalanlage AG
Asset Manager
Bankhaus Schelhammer & Schattera KAG

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

75.77 mil. EUR
Share class size

(as of 30/09/2021)

17.42 mil. EUR
ISIN AT0000993043
Fund price (as of 29/10/2021)
Offer 125.28 EUR
Bid 120.46 EUR

Growth (as of 29/10/2021) *

10 Years 196.00 %
5 Years 68.59 %
3 Years 50.06 %
1 Year 42.92 %
Current year 25.87 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
Launch date 01/08/1997
Available in AT, DE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Long term aim of investment is retaining and appreciation of the invested capital while observing ethical aspects.
Investment strategy Investment mainly in big, international Companies. Potentials, these are particularly small- u. midcap companies with high promotion products and services of sustainable development, may be bought up to maximum 25% of fund capital.
Investment process The SUPERIOR 4 - Ethik Aktien invest in sustainable global Stocks and other securities in adequate sector and country selection.
Positive criteria Responsible handling of resources and low production emission; social documentation and environmental documentation; social and environmental policie; sustainability and transparence communication ; consideration of human rights
Negative criteria for stocks and corporate bonds Ethical and Social:
- abortion
- dependence causing substances
- research on/pharmaceuticals for euthanasia
- pornography
- tobacco
- violations of human rights
- violations of the ILO protocol
- weapons/armaments

- nuclear power

- environmentally harmful activities/products

Negative criteria for government bonds Ethical and Social:
- death penalty

Research done by oekom research AG

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis