Management Commentary for Retail Clients – January 5, 2026

General PerformanceIn December 2025, the fund recorded a decrease of 7.07%. After seven consecutive positive months, this was the first monthly decline. For the full year 2025, the fund still achieved a strong performance of around 22%, continuing to be among the best sustainable funds in its peer group. The fund also occupies top positions […]
Management Commentary – January 5, 2026

General Development Im Dezember 2025 verzeichnete der Fondspreis einen Rückgang von 7,07 Prozent. Nach sieben aufeinanderfolgenden Monaten mit positiven Wertentwicklungen war dies die erste monatliche Minderung. Nach wie vor belegt der Fonds in der Morningstar-Auswertung unter 710 nachhaltigen Fonds im kurzfristigen Vergleichszeitraum von 6 Monaten einen Spitzenplatz in der Performance. Die Performance im Gesamtjahr 2025 […]
Management Commentary for Retail Clients – December 3, 2025

General DevelopmentIn November, the fund rose by 1.94%, marking the seventh consecutive month of gains. At times, the increase was significantly higher but was reduced by market movements. Since the beginning of the year, the return has been 30.91%. The fund continues to be among the strongest sustainable products in its peer group across several […]
Management Commentary – December 3, 2025

General Development In November 2025, the fund price recorded an increase of 1.94 percent, marking the seventh consecutive month of positive performance. During the month, the fund price temporarily rose by 14 percent, but could not maintain this level. The fund continues to hold a top position in the Morningstar evaluation among 687 sustainable funds […]
Management Commentary for Retail Clients – November 4, 2025

General Development Fund PerformanceIn October, the fund price increased by 16.08%, continuing the series of positive months. Since the beginning of the year, the performance amounts to 28.41%, which means the fund remains in 1st place in the Morningstar ranking of all sustainable funds over the 1, 3, and 6-month periods. The broad distribution of […]
Management Commentary – November 4, 2025

General Development In October 2025, the fund price recorded growth of 16.08 percent, marking the sixth consecutive month of positive performance. The fund continues to rank first in terms of performance among 694 sustainable funds in the Morningstar evaluation for all short-term comparison periods (1, 3, and 6 months). Performance since the beginning of the […]
Management Commentary for Retail Clients – October 6, 2025

General Development Fund with Strong Performance – No. 1 at MorningstarIn September 2025, the fund price rose by 13.5% – the fifth consecutive month of gains. This places the fund currently No. 1 among 694 sustainable funds in all short-term Morningstar comparisons (1, 3, 6 months). The April lows have been definitively overcome. For full […]
Management Commentary – October 6, 2025

Development since last month In September 2025, the fund price recorded a gain of 13.50%, achieving positive development for the fifth consecutive month. Meanwhile, the fund ranks first in performance in the Morningstar evaluation among 694 sustainable funds across all short-term comparison periods (1, 3, and 6 months). This indicates that we are well on […]