FOS Rendite und Nachhaltigkeit

The FOS Rendite und Nachhaltigkeit fund provides the growing number of ecologically and socially oriented investors a comfortable, value-oriented investment offer.

The investment concept

The FOS Rendite und Nachhaltigkeit fund aims to meet the goal of combining financial gains with a responsible treatment of both people and nature.

For this purpose, we have joined forces with the independent research institute ISS-oekom to develop a two-stage procedure. Once potential investment opportunities from different asset classes have passed our well-established investment process, they are examined for clearly defined and transparent sustainability* criteria in a second stage. The final investment decision is taken after the second stage is completed. FOS Rendite und Nachhaltigkeit aims to implement sustainability criteria and provide a reliable net return at limited volatility. That is why the investment offer is particularly interesting for foundations and churches.

*Disclaimer Sustainability, August 2026

ESG is an acronym that stands for Environmental, Social and Governance.
There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable/social or considering ESG criteria. This can lead to different providers assessing financial services and financial products differently in terms of ESG considerations.
In addition, there are various existing and new regulations on ESG and Sustainable Finance, which need to be substantiated, and further draft regulations and amendments to regulations are currently being developed, which may lead to financial services and financial products currently labelled or described as considering ESG criteria not meeting future legal requirements for qualification in this context.
We utilize data as well as ESG assessment methodologies that are supplied by independent third-party provider(s). These third-party assessment methodologies and corresponding ratings are therefore subject to change, which may result in turnover in investments within a portfolio to remain in line with an agreed ESG baseline.
ESG ratings are regulated in the EU by EU Regulation (EU) 2024/3005 on the transparency and integrity of Environmental, Social and Governance (ESG) rating activities. Nevertheless, it is important to note that there is a selection of ESG data providers in the market, and methodologies between these can vary leading to different ratings for the same instruments.
ESG principles may result in a less diversified, more concentrated portfolio. ESG investing may result in the exclusion of specific industries.

Unfortunately, our downloads are only available on the German language version.

Thank you for your interest.