Raiffeisen- Mehrwert-ESG 2028 (RZ) A header image

Raiffeisen- Mehrwert-ESG 2028 (RZ) A

Fund

ISIN AT0000A2WBP6 / Valor null

NAV (2024-12-20)
EUR 103.51-0.12%

Raiffeisen- Mehrwert-ESG 2028 (RZ) A
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The Raiffeisen-Mehrwert-ESG 2028 (R) is a bond fund that aims to generate regular income for investors. The fund has a limited duration, ending on April 28, 2028. It invests solely in securities and/or money market instruments issued by entities that have been classified as sustainable based on ESG criteria (Environmental, Social, Governance).

Fund Exposure

At least 51% of the fund's assets are invested in bonds and/or money market instruments. The fund excludes investments in companies in the arms industry, those violating labor and human rights, or generating a substantial portion of revenue from coal-related activities. It also avoids companies involved in the production of "prohibited" weapons and those not meeting certain quality standards. The fund may use derivative instruments for investment purposes and hedging strategies.

Risks

Investors should be aware that the fund's value may fluctuate based on market conditions and the performance of the underlying securities. Additionally, there are risks associated with investing in bonds and money market instruments, including interest rate risk, credit risk, and market risk. It is important for investors to carefully consider these risks before investing in the fund.

Content summarized by AI chatbot
Source

https://www.rcm.at/cs/rcm/DokumentDownload/Raiffeisen-Mehrwert-ESG%202028%20II?dokument&enc=2cdJN80HkWGvACNrlCtw4vLRua0pWB%2BXlOmV6%2FSlPPCFCSDlv6AkC4ZsBOWj42zK27ah3f%2B1spQ%3D

Tags:

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Raiffeisen- Mehrwert-ESG 2028 (S) VTA
Raiffeisen- Mehrwert-ESG 2028 (S) VTA Raiffeisen- Mehrwert-ESG 2028 (S) VTA
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 106.52
Raiffeisen- Mehrwert-ESG 2028 (I) A
Raiffeisen- Mehrwert-ESG 2028 (I) A Raiffeisen- Mehrwert-ESG 2028 (I) A
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.12%EUR 103.59
Raiffeisen- Mehrwert-ESG 2028 (R) T
Raiffeisen- Mehrwert-ESG 2028 (R) T Raiffeisen- Mehrwert-ESG 2028 (R) T
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 105.87
Raiffeisen- Mehrwert-ESG 2028 (RZ) T
Raiffeisen- Mehrwert-ESG 2028 (RZ) T Raiffeisen- Mehrwert-ESG 2028 (RZ) T
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 106.22
Raiffeisen- Mehrwert-ESG 2028 (R) VTA
Raiffeisen- Mehrwert-ESG 2028 (R) VTA Raiffeisen- Mehrwert-ESG 2028 (R) VTA
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 105.82
Raiffeisen- Mehrwert-ESG 2028 (I) VTA
Raiffeisen- Mehrwert-ESG 2028 (I) VTA Raiffeisen- Mehrwert-ESG 2028 (I) VTA
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 107.33
Raiffeisen- Mehrwert-ESG 2028 (R) A
Raiffeisen- Mehrwert-ESG 2028 (R) A Raiffeisen- Mehrwert-ESG 2028 (R) A
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 103.03