The FOS Rendite und Nachhaltigkeit fund provides the growing number of ecologically and socially oriented investors a comfortable, value-oriented investment offer.
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.
In short, we are not just talking about sustainability, but have been successfully implementing it for years now and added value for our clients.
*Disclaimer Sustainability, Mai 2023
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. This can lead to different providers assessing the sustainability of financial services and financial products differently. In addition, there are various new regulations on ESG (Environment, Social and Corporate Governance) and Sustainable Finance, which need to be substantiated, and further draft regulations are currently being developed, which may lead to financial services and financial products currently designated as sustainable not meeting future legal requirements for qualification as sustainable.
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Thank you for your interest.