Security Kapitalanlage AG

Burgring 16
8010 Graz
Styria, Austria
License
  • UZ-LicenseUW 1042

In its 30-year history as the asset manager of Grazer Wechselseitige Versicherung AG (GRAWE), Security KAG has been able to build up an excellent reputation. A long-term approach, stability and sustainability in planning, combined with analytical principles and highly specific mathematical know-how, enable Security KAG to develop precise solutions for its customers. Security KAG also sees itself as a think tank and developer of strategies and finds solutions to complex questions posed by the market and society.

The fund assets under management, which include externally managed funds and special funds, amount to EUR 7.5 billion, of which around EUR 2.7 billion are attributable to sustainable assets (as of December 31, 2021). This results in a share of sustainable investments of around 36 % of the assets under management of Security KAG.

Sustainability in the Security KAG

Security KAG is the first investment company to have committed itself to compliance with the ÖGUT Responsible Investment Standard (RIS). This standard was developed as part of a project with ÖGUT (Austrian Society for Environment and Technology) and rfu (Reinhard Friesenbichler Unternehmensberatung) and applies to all mandates within the direct sphere of influence of KAG. The ÖGUT Responsible Investment Standard (RIS) is based on the principle of divestment. On the basis of a specific "Black List", companies with particularly ethically problematic business activities (global leaders in the fields of armaments, nuclear technology, nuclear energy and agro-technology as well as main causes of climate change) and states with particularly unethical practices (massively excessive military budgets, lowest standards of democracy and human rights, extensive use of the death penalty) are excluded from the portfolio. The "Black List" is compiled once a year by ÖGUT. The special feature of the ÖGUT-RIS is its broad-based approach; it does not distinguish a particularly sustainable investment product, but ensures that particularly problematic companies and states are not included in the overall investment.

In implementing this fund, Security KAG works closely with leading global rating agencies such as the ISS-ESG. The high quality of the sustainability approach of the respective funds is repeatedly confirmed by regular awards such as the Österreichische Umweltzeichen or other seals of approval.

You can find more information about us at www.securitykag.at

Apollo Nachhaltig Global Bond

ISIN: AT0000A13JV5 (A), AT0000A13JW3 (T), AT0000A13JZ6 (A2ST), AT0000A1NQV3 (A3), AT0000A1UXN1 (T3), AT0000A2UX26 (AST)

The aim is to achieve a balanced international bond investment that represents an alternative to comparable EUR investments through the efficient interplay of currency hedging and diversified interest rate investments. The strategic basis is the Enhanced Fixed Income Strategy (E-FIXIS). In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. The sustainability research is carried out by rfu - Reinhard Friesenbichler Unternehmensberatung. The fund is also PKG eligible.

SUPERIOR 1 - Ethik Renten

ISIN: AT0000855606 (A), AT0000A07HR9 (T), AT0000A20CS1 (T4)

The aim is to achieve a dynamic allocation of bonds and bond categories whose composition represents an optimal relationship between expected return and risk. The strategic basis is the Enhanced Fixed Income Strategy (E-FIXIS). In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. Sustainability research is conducted by ISS ESG. The fund is also PKG eligible.

SUPERIOR 3 - Ethik

ISIN: AT0000904909 (A), AT0000A07HT5 (T), AT0000A20CT9 (T4)

The aim is to achieve a dynamic allocation of equities and bonds and bond categories whose composition, taking into account ethical criteria, represents an optimal balance between expected return and risk. The strategic basis is the Enhanced Fixed Income Strategy (E-FIXIS) and on the equity side a rebalancing concept. In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. The sustainability research is carried out by ISS ESG. The fund is also PKG eligible.

SUPERIOR 5 - Ethik Kurzinvest

ISIN: AT0000A01UQ7 (A), AT0000A01UR5 (T), AT0000A20CW3 (T4)

The aim is to achieve a dynamic allocation of bonds and bond categories whose composition, taking into account ethical criteria, represents an optimal balance between expected return and risk. The strategic basis is the Enhanced Fixed Income Strategy (E-FIXIS). In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. Sustainability research is conducted by ISS ESG. The fund is also PKG eligible.

SUPERIOR 2 - Ethik Mix

ISIN: AT0000855614 (A), AT0000A07HS7 (T)

The investment fund invests in bonds and equities, whereby a maximum of up to 50 % of the fund assets may be invested in equities. The selection of securities may also be represented by funds. In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. With regard to exclusion criteria concerning ethics and sustainability, the management company is advised by an ethics advisory board established at Schelhammer Capital Bank AG. The sustainability research is carried out by ISS ESG.

SUPERIOR 4 - Ethik Aktien

ISIN: AT0000993043 (A), AT0000A07HU3 (T), AT0000A20CV5 (T4)

The investment fund invests primarily in equities worldwide. In addition, a comprehensive sustainable set of positive and negative criteria is applied. With regard to exclusion criteria concerning ethics and sustainability, the management company is advised by an ethics advisory board established at Schelhammer Capital Bank AG. The sustainability research is carried out by ISS ESG.

Apollo Nachhaltig Aktien Global

ISIN: AT0000A1EL47 (A), AT0000A1EL54 (T), AT0000A1EL88 (A2ST), AT0000A1XH24 (A3), AT0000A2UX34 (AST)

The aim is to present a well-diversified, approximately equally weighted fund portfolio that invests in equities of OECD countries. In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. The sustainability research is carried out by ISS ESG.

Apollo Nachhaltig Euro Corporate Bond

ISIN: AT0000819487 (A), AT0000746938 (T), AT0000A1NQT7 (A3), AT0000A2SQ78 (A2ST), AT0000A2SQ60 (AST)

The Apollo Nachhaltig Euro Corporate Bond invests primarily in international corporate bonds with a focus on investment grade. High yield investments are possible. However, the average fund rating may not fall below BBB-. Foreign currency investments are hedged against the euro as far as possible. In addition, a comprehensive sustainability criteria set of positive and negative criteria is applied.

Apollo Nachhaltig High Yield Bond

ISIN: AT0000837299 (A), AT0000496179 (T), AT0000A1NQX9 (A3), AT0000835004 (USD A), AT0000A2SQ94 (AST), AT0000A2SQ86 (A2ST)

The Apollo Nachhaltig High Yield Bond invests mainly in high yield corporate bonds with a credit rating below BBB-. Investments are made in EUR and foreign currencies. Foreign currency risks are largely hedged against EUR. In addition, a comprehensive sustainability criteria set of positive and negative criteria is applied. The sustainability research is carried out by ISS ESG and additionally by rfu - Reinhard Friesenbichler Unternehmensberatung.

Apollo Nachhaltig Muendel Bond

ISIN: AT0000900048 (A), AT0000746961 (T), AT0000A1NQU5 (A3), AT0000A2SQA4 (A2ST), AT0000A2SQB2 (AST)

The aim is to achieve a high-quality gilt-edged investment. By means of the Fixed Income Strategy (FIXIS), return expectations are continuously weighed up in the light of the strict investment guidelines and implemented in the fund. Great importance is attached to continuity in management. In addition, a comprehensive sustainable criteria set of positive and negative criteria is applied. The sustainability research is carried out by ISS ESG.