Our Funds

Invest in our excellent funds

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Investing is the new saving.

In today’s global high inflation scenario, 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

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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 Global Enterprise

RT: AT0000A0Y0Z3
RA: AT0000A0Y0Y6
T:
AT0000A0Y0Z3
equity funds
Fond type
equity funds
Sustainable
EUR
Currency
EUR
YTD -0.15 %
Prev. Year -10.26 %
5 Years p.a. +0.61 %
Yearly YTD -0.15 %
value development Prev. Year -10.26 %
5 Years p.a. +0.61 %
high
Risk rating
high
All values are based on: RT AT0000A0Y0Z3
Details

Kathrein Sustainable Global Equity

RT: AT0000A0V6J7

T:
AT0000A0V6J7
equity funds
Fond type
equity funds
Sustainable
EUR
Currency
EUR
YTD +9.33 %
Prev. Year -14.73 %
5 Years p.a. +8.44 %
Yearly YTD +9.33 %
value development Prev. Year -14.73 %
5 Years p.a. +8.44 %
high
Risk rating
high
All values are based on: RT AT0000A0V6J7
Details

Kathrein Sustainable Global Megatrends

T: AT0000A2SWT2
A: AT0000A2SWU0
T:
AT0000A2SWT2
equity funds
Fond type
equity funds
Sustainable
EUR
Currency
EUR
YTD +2.09 %
Prev. Year -16.15 %
5 Years p.a. n. a.
Yearly YTD +2.09 %
value development Prev. Year -16.15 %
5 Years p.a. n. a.
high
Risk rating
high
All values are based on: T AT0000A2SWT2
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 of the fund have been approved by the Financial Market Authority.

When investing in investment funds, price fluctuations are possible at any time due to market changes.

Previous performance results do not allow any reliable conclusions to be drawn about the future development and income of the fund.
The performance is calculated according to the OeKB method and is given as a percentage, taking into account the reinvestment of the distribution. Costs such as management fees or other costs charged to the fund assets have already been taken into account in the performance, but not the customer-specific front-end load or custody account fees. Depending on the specific amount, these have a correspondingly reducing effect on the performance.
If an issue surcharge of e.g. 3% is charged, this reduces the performance in the year of purchase by EUR 3,000 for every EUR 10,000 invested. A custodian fee of 0.25% reduces the income annually by EUR 25 for every EUR 10,000 in the fund.

For investors whose home currency differs from the fund currency, the return may rise or fall as a result of currency fluctuations.

The tax treatment depends on the personal circumstances of the investor.


The published current prospectus or the information for investors according to § 21 AIFMG as well as the basic information sheet and the customer information document (key investor information or KID) of the investment fund are available to interested parties in German at www.kathrein.at under „Investment Solutions / Our Funds“. These documents represent the sole sales document and contain important risk information


A summary of investor rights in German and information on ending cross-border sales in a member state can be found for funds with Raiffeisen Kapitalanlage GmbH as the management company (KAG) at 20210802_summary of investor rights.pdf and for funds with Masterinvest Kapitalanlage GmbH as management company (KAG) under rights_of_investors_en.pdf.