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Vermoegensmanagement WEB

Investing is the new saving.

In today’s global low-interest climate, traditional methods of saving money no longer yield a profit – in fact, in real terms, they actually generate a financial loss. 

  • An investment in the capital market gives you the chance to preserve and increase your assets.
  • Spreading your assets across different asset classes is the simplest and most efficient way to reduce risk in your own portfolio.
  • Shares and bonds are the basic investments you can use when structuring your assets.

With Kathrein's award-winning investment funds, we give you access to first-class and professional investment strategies. Our portfolio management team has more than 20 years of experience and works in a principled manner according to the most modern methods in order to remove the emotional component from the investment decision. Our investment style allows us to seize opportunities and avoid investment mistakes.

Choose your tailor-made Kathrein investment fund

Designation

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Fond type

Currency

Use of Income

Risk rating

Sustainable

Paragraph 14

Fond name / ISIN Nr.
Fond type
Sustainable
Currency
Performances
Risk-
rating

Kathrein Mandatum

RT: AT0000A22431
RA: AT0000A22449
T:
AT0000A22431
bond funds
Fond type
bond funds
Sustainable
EUR
Currency
EUR
YTD -9.56 %
Prev. Year -1.53 %
5 Years p.a. +0.00 %
Yearly YTD -9.56 %
value development Prev. Year -1.53 %
5 Years p.a. +0.00 %
low
Risk rating
low
All values are based on: RT AT0000A22431
Details

Kathrein Mandatum 15 USD

RT: AT0000A015J1

T:
AT0000A015J1
mixed funds
Fond type
mixed funds
Sustainable
USD
Currency
USD
YTD -13.50 %
Prev. Year -0.56 %
5 Years p.a. +0.10 %
Yearly YTD -13.50 %
value development Prev. Year -0.56 %
5 Years p.a. +0.52 %
low
Risk rating
low
All values are based on: RT AT0000A015J1
Details

Kathrein Mandatum 25

RT: AT0000779814
RA: AT0000779806
T:
AT0000779814
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -11.06 %
Prev. Year +5.59 %
5 Years p.a. -0.13 %
Yearly YTD -11.06 %
value development Prev. Year +5.59 %
5 Years p.a. -0.67 %
low
Risk rating
low
All values are based on: RT AT0000779814
Details

Kathrein Mandatum 50

RT: AT0000779830
RA: AT0000779822
T:
AT0000779830
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -12.20 %
Prev. Year +13.00 %
5 Years p.a. +1.80 %
Yearly YTD -12.20 %
value development Prev. Year +13.00 %
5 Years p.a. +9.32 %
middle
Risk rating
middle
All values are based on: RT AT0000779830
Details

Kathrein Mandatum 70

RT: AT0000779855
RA: AT0000779848
T:
AT0000779855
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -13.23 %
Prev. Year +19.26 %
5 Years p.a. +3.23 %
Yearly YTD -13.23 %
value development Prev. Year +19.26 %
5 Years p.a. +17.22 %
high
Risk rating
high
All values are based on: RT AT0000779855
Details

Kathrein Mandatum 100

RT: AT0000739792
RA: AT0000739784
T:
AT0000739792
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -12.44 %
Prev. Year +27.91 %
5 Years p.a. +5.93 %
Yearly YTD -12.44 %
value development Prev. Year +27.91 %
5 Years p.a. +33.41 %
high
Risk rating
high
All values are based on: RT AT0000739792
Details

MI Multi Strategy SRI

RT: AT0000617105
RA: AT0000506175
R:
AT0000617105
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -11.18 %
Prev. Year +3.44 %
5 Years p.a. +0.19 %
Yearly YTD -11.18 %
value development Prev. Year +3.44 %
5 Years p.a. +0.95 %
low
Risk rating
low
All values are based on: RT AT0000617105
Details

HYPO-INVEST


RA: AT0000857511
R:
AT0000857511
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -12.88 %
Prev. Year +8.12 %
5 Years p.a. -0.40 %
Yearly YTD -12.88 %
value development Prev. Year +8.12 %
5 Years p.a. -2.00 %
middle
Risk rating
middle
All values are based on: RA AT0000857511
Details

Kathrein Sustainable Dynamic Value


RA: AT0000620240
R:
AT0000620240
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -14.26 %
Prev. Year +4.84 %
5 Years p.a. -1.03 %
Yearly YTD -14.26 %
value development Prev. Year +4.84 %
5 Years p.a. -5.03 %
middle
Risk rating
middle
All values are based on: RA AT0000620240
Details

NDR Active Allocation - Kathrein Fund (R)

RT: AT0000A1DJV9
RA: AT0000A1DJW7
T:
AT0000A1DJV9
mixed funds
Fond type
mixed funds
Sustainable
EUR
Currency
EUR
YTD -15.82 %
Prev. Year +9.87 %
5 Years p.a. +0.44 %
Yearly YTD -15.82 %
value development Prev. Year +9.87 %
5 Years p.a. +2.20 %
middle
Risk rating
middle
All values are based on: RT AT0000A1DJV9
Details

Legal Notice

This information is an advertising communication and not an offer or a recommendation to buy or sell a financial instrument.
The fund regulations for all funds listed here have been approved by the Financial Market Authority. Past performance results do not allow any reliable conclusions to be drawn about the future development of the fund.
The performance (performance) is calculated according to the OeKB method and is listed as a percentage, taking into account the reinvestment of the distribution.In the performance, costs such as management fees or other costs charged to the fund assets have already been taken into account, but not the front-end load.This has an effect depending on the specific amount, correspondingly reducing the performance.The tax treatment depends on the individual personal circumstances of the investor.If the base currency of the investor is different from the currency of the fund, the value depends development for the individual investor also depends on the development of the relevant exchange rate Language available at www.rcm.at and from Kathrein Privatbank Aktiengesellschaft. A summary of investor rights in German and information on terminating cross-border distribution in a member state can be found at 20210802_summary of investor rights.pdf

Funds with Masterinvest Kapitalanlage GmbH as the management company (KAG): The published prospectus and the customer information document (key investor information or KID) of the investment funds are available to interested parties in German at www.masterinvest.at and at Kathrein Privatbank AG. A summary of investor rights in German and information on terminating cross-border distribution in a member state can be found at rights_of_investors_en.pdf (masterinvest.at)
These documents represent the sole sales document and contain important risk information