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Sustainability is a top priority for us.

Environment, Social & Governance

Are nature conservation, education and other social commitments important to you? To us too!


For this reason, we are also very interested in investing your capital sustainably. Companies in which we invest should be ecologically oriented, meet ethical standards and deal socially with their employees and business partners.

We support you in the composition of your capital assets according to these criteria.

EnvironmentEnvironmentally and resource-friendly production and behavior
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SocialHigh social and ethical standards in the company and at suppliers
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GovernancePrevention of corruption and bribery
ESG conformity by recognized neutral body!

The terms are internationally established in the financial world. But how do you assess whether companies' decisions are in line with ethical, environmental and social principles? For this purpose, we have engaged an external sustainability auditor: Sustainalytics, which is part of Morningstar, reviews the positions in our funds for ESG criteria, as our goal is to make our investments sustainable over the long term.


As a matter of principle, our funds are geared in such a way that the stocks they contain correspond on average to a low-risk rating from Sustainalytics. In this sense, we also aim for a relatively homogeneous structure, i.e. we do not want to compensate very poor ratings of individual stocks with good ratings of other stocks. Stock selection focuses on earnings power, but we always check whether there may be similarly high-yielding stocks with a better ESG rating in a sector.

Within the ESG rating methodology, issues are identified that may affect the company's enterprise value in a predictable way. These issues are considered in the stock selection process. In addition, critical categories such as Arctic exploration, coal, animal testing, plant genetic engineering, pesticides, weapons, nuclear activities, embryo research are transparently highlighted and either completely excluded or excluded if the revenue share exceeds a certain percentage (e.g. 5% for defense contracts) when designing the stock selection .

The issues of sustainability and environmental protection are becoming increasingly important in the investment selection of private and institutional investors. In the case of social problems and corporate governance issues, quantitative comparisons can also be defined, which are evaluated by the ESG criteria.

Due to special consideration for the topic of sustainability and the successful implementation in our funds (DUI Wertefinder mixed fund and DigiTrends equity fund), we were awarded the transparency seal by the FNG association.


The European Transparency Logo for Sustainability Funds indicates that the fund manager is committed to providing accurate, appropriate and timely information to enable interested parties, especially customers, to understand the sustainable investment approaches and methods of the respective fund.