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Sustainability-related disclosures
Current funds
Information on transparency when advertising ecological or social characteristics and sustainable investments on websites can be found here:
DESummaries in the official languages of additional EU member states where the product is made available:
Information on pre-contractual disclosures in accordance with article 9 SFDR can be found here:
Information on transparency when advertising ecological or social characteristics and sustainable investments on websites can be found here:
Summaries in the official languages of additional EU member states where the product is made available:
Information on pre-contractual disclosures in accordance with article 9 SFDR can be found here:
Information on periodic disclosures in accordance with article 11 SFDR can be found here:
Stock fund
ESG: classified according to Art. 8 SFDR
The Austrian Retail Park Fund GmbH & Co. geschlossene Investment KG (ARPP) was fully placed as of 27 February 2015, and the investment phase was completed on 31 December 2023. The Fund is invested in Austrian retail parks and supports the of role real estate in climate mitigation to contribute towards the international climate goals of the Paris Agreement.
Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:
Summaries in the official languages of additional EU member states where the product is made available: n.a.
ESG: classified according to Art. 8 SFDR
The placement period of Core 3 ended on 31 December 2022; the investment phase ends on 31 December 2023. The Fund is exclusively invested in residential real estate in Germany and promotes environmental and social characteristics. These include an ESG due diligence process for each investment, the regular identification of measures to optimize the environmental performance of the property as well as a preference for properties with a share of state-subsidised social housing, among others.
Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:
Summaries in the official languages of additional EU member states where the product is made available: n.a.
Information on periodic disclosures in accordance with article 11 SFDR can be found here:
ESG: classified according to Art. 8 SFDR
ESPF 3 was fully placed as of 31 December 2015, and the investment phase was completed in 2017. The Fund is invested exclusively in onshore wind projects and photovoltaic projects in Germany, France, Italy, Sweden and the UK.
The investments of the Fund promote the avoidance of CO2 emissions through renewable electricity generation.
Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:
Summaries in the official languages of additional EU member states where the product is made available: n.a.
Information on periodic disclosures in accordance with article 11 SFDR can be found here:
ESG: classified according to Art. 8 SFDR
The placement period of “MONA Eins GmbH & Co. geschlossene Investment KG” and “MONA Zwei GmbH & Co. geschlossene Investment KG” ended on 21st March 2014; the investment phase was completed on 15th December 2014. Both funds are invested exclusively in a commercial and office building in Munich-Moosach, designed as a local shopping centre. Environmental and social characteristics have been fulfilled both in the construction phase and for the management of the property, e.g., as part of a LEED Gold certification.
Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:
The disclosure covers both Funds, as they are exclusively invested in the same building.
Summaries in the official languages of additional EU member states where the product is made available: n.a.
Information on periodic disclosures in accordance with article 11 SFDR can be found here:
ESG: classified according to Art. 8 SFDR
The Fund holds the sole ownership of Perlach Plaza GmbH, which has built the district centre “Perlach Plaza”. After completing this transaction the Fund was closed to new investments as of 15 December 2022. It promotes both environmental and social characteristics and also observes KGAL’s exclusion criteria.
Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:
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