Fund Solutions

Our fund solutions for you

FOCUS Equitable Values

The inspiring concept of a globally investing equity fund that consists of stable value stocks as a core and is supplemented by innovative, future oriented medium-sized stocks.

Ampega Responsibility

With our flexible thematic umbrella fund, we take ecological, social and ethical aspects into account and focus on three main themes: technology, innovation/disruption and the environment.

Ecology Stock Europe

An equity fund that focuses on Europe and takes special exclusion criteria into account. The largerthe proportion of sustainably managed funds, the more companies are required to position themselves more sustainably.

FOCUS Equitable Values

In addition to financial returns, we also take non-financial goals into account in our decision making processes. In this way, we support companies that act as pioneers or are an a path that makes them ecologically and socially responsible actors.

The FOCUS Equitable Values embodies the concept of a global equity fund that consists of stable value stocks and is supplemented by innovative, future-oriented medium-sized stocks. We are convinced that we invest in shares of companies that offer forward-looking solutions to current and future challenges. The selected stocks in our portfolio bravely face today’s challenges in order tobe tomorrow’s winners and generate structural growth. A solid balance sheet enables sustainable profitability and investments in sustainable growth.

Ampega Responsibility

Our world is currently experiencing profound change driven by various trends. Digitalization, demographic change, increasing urbanization, climate change and technological progress are some of the trends that fundamentally influence our lives and our working world. These changes bring new challenges, but also unexpected opportunities. Companies that cleverly exploit these trends can benefit from them and develop long-term growth potential.

As a themed fund of funds, the Ampega Responsibility Fund offers an innovative and future oriented investment alternative. With our flexible approach, we focus an three main themes: technology, innovation/disruption and global health. In order to better diversify risk, we invest in actively managed funds and ETFs – globally and independently of benchmarks.

ECOLOGY STOCK Europe

Since its launch in 2008, ECOLOGY STOCK Europe has consistently invested in topics such as resource efficiency, health promotion and infrastructure. We invest in shares of companies that pursue innovative approaches to more efficient use of resources and thus actively contribute to environmental protection. We also support technologies, services and products that promote health and well-being and strengthen the individual right to self-determination. Our commitment also extends to the compatible expansion and construction of infrastructure, including transport and energy networks as weil as water supply systems.

Some industries, such as banking, oil and gas, natural resources and aviation, are excluded from our investments.
Our focus is on fair treatment of people and animals and protecting nature. Companies that violate these values are excluded from our investments based on clearly defined exclusion criteria.
When selecting our investments, our focus is an quality stocks that have a high return an investment (ROIC), achieve above-average sales growth and shine with a solid balance sheet (low debt ratio).