Fondita Global Megatrends

The funds promote, among other things, environmental and social aspects. As part of the funds’ investment process, ESG issues are taken into account in investment decisions. Investment decisions take into account environmental and social issues and the risks associated with them. The funds invest in companies that follow good governance practices. ESG risks are defined under the SFDR Regulation (Article 2) as an environmental, social or governance event or circumstance which, if it were to occur, would have a significant actual or potential negative impact on the value of the investment. As part of the ESG analysis of an investment object, the manager, together with the ESG team, identifies each investment object’s sustainability risks, the likelihood of these risks materialising and the magnitude of the impact.

All potential investment targets are subject to both an ESG analysis and a business analysis. We continuously assess the holders’ sustainability risks, their likelihood and magnitude as part of our investment process.  Any sustainability risks that materialise may have a negative impact on the holding and therefore the fund’s returns. We continuously monitor these risks and, based on our assessment, this may have an impact on our investment decisions. We believe that one of the main sustainability risks that may affect the value of the funds’ investments is related to environmental and climate issues. We manage these risks by excluding certain controversial sectors and conducting a thorough sustainability risk assessment of the sectors in which we invest.  ESG analysis of the companies is performed jointly by the ESG team and the fund managers. The funds do not have an official benchmark.

Fondita 2000+ received its Austrian Ecolabel certification on 12/10/2020. The environmental certificate requires that the fund has integrated a number of key sustainability factors into its investment process. Moreover, the fund is transparent and utterly clear when it comes to its sustainability data reporting. We see this as a guarantee of quality for our work within sustainability. From the client’s perspective, the certification can be considered as an instrument to ensure that the fund invests in sustainable companies.