Business news for the stock market
KFM Deutsche Mittelstand AG: Sustainability assessment of Deutscher Mittelstandsanleihen FONDS successfully concluded
Deutscher Mittelstandsanleihen FONDS (ISIN LU0974225590) classified as largely sustainable
Logo
Düsseldorf
(pta018/27.03.2019/11:00 UTC+1)
Over the period October 2018 to the end of January 2019, imug | rating assessed Deutscher Mittelstandsanleihen FONDS with regard to its compliance with sustainability criteria. The analysts classify the Deutscher Mittelstandsanleihen FONDS portfolio as neutral to positive and largely free of ESG risks.
For private and institutional investors as well as the fund's asset management, this is further confirmation that Deutscher Mittelstandsanleihen FONDS constitutes a sustainable financial investment.
imug | rating is one of the leading sustainability rating agencies in Germany and has been active in the market for sustainable financial investments for over 20 years. The criteria applied in the assessment are derived from international standards such as employee rights, environmental pollution or corruption. At the same time, the requirements for the integration of sustainability tailored to SMEs, such as the German Sustainability Code (Deutscher Nachhaltigkeitskodex, DNK), were also taken into account in defining the evaluation criteria. The criteria for use in the evaluation are furthermore derived from the list of requirements applied at many institutional ethically-sustainable investors, and are based on the minimum criteria for sustainable investments defined by the industry association promoting sustainable investment in Germany, Austria and Switzerland, Forum Nachhaltige Geldanlagen (FNG).
The Deutscher Mittelstandsanleihen FONDS fund management thus meaningfully complements the 'KFM-Scoring', and in the qualitative analysis of issuers takes into account relevant sustainability indicators that may have a material impact on the performance of a financial investment.
About KFM Deutsche Mittelstand AG
KFM Deutsche Mittelstand AG is an expert for SME bonds and initiator of the Deutscher Mittelstandsanleihen FONDS (WKN A1W5T2). The fund offers attractive returns for private and institutional investors in conjunction with a broad diversification of investments. The fund's investment strategy is based on the results of the KFM-Scoring analysis method developed by KFM Deutsche Mittelstand AG. The Deutscher Mittelstandsanleihen FONDS distributes its income annually to its investors. Since the fund launch, the annual dividend yield is above 4% p.a. based on the respective share price at the beginning of the year. In the current year as well, investors will benefit from the performance of the fund and the related planned return on distribution in the amount of previous years. The fund is given top marks by Morningstar, SCOPE and the FWW fund service. KFM Deutsche Mittelstand AG was honored at the 2016 Grand Prix for Small and Medium-Sized Enterprises as winner of the KFM-Scoring analysis method and above-average development of the Deutscher Mittelstandsanleihen FONDS. According to GBC research, the Deutscher Mittelstandsanleihen FONDS is one of the hidden champions. Out of a total of 9,000 public funds audited by the GBC, the Deutsche Mittelstandsanleihen FONDS occupies one of the top 9 positions.
Notes for attention
This press release does not constitute an offer or solicitation to make any offer but is intended solely to guide and represent potential business activities. The information contained in this document is not exhaustive and therefore not binding. Insofar as statements are made in this draft concerning prices, interest rates or other indications, these relate exclusively to the time of preparation and contain no statement about the future development, nor about future profits or losses. Furthermore, this preparation is not advice or a recommendation. Important Note: Securities transactions involve risks, in particular the risk of a total loss of the invested capital. Therefore, before making any investment decision, you should thoroughly seek personal advice, considering your personal wealth and investment situation, and not base your investment decision solely on this press release. Please contact your credit and securities institutes. The admissibility of the acquisition of a security may be subject to various conditions, for instance your nationality. Please also let advise you accordingly before making an investment decision. KFM Deutsche Mittelstand AG, the creator or persons involved in the preparation may hold shares in the Deutscher Mittelstandsanleihen FONDS. Changes in the bond price may result in an economic advantage for KFM Deutsche Mittelstand AG, the creator or persons involved in the preparation. Before concluding any business described in this document, it is necessary to have customer-specific and product-specific advice from your advisor. For detailed product-specific information, please refer to the current full sales prospectus, the Key Investor Information Document and the annual report and, if applicable, semi-annual report. These documents form the only binding basis for the purchase of investment units. They are free of charge at the registered office of the management company (FINEXIS SA, 25A, boulevard Royal L-2449 Luxembourg) and at the paying and information agents (Joh. Berenberg, Gossler & Co. KG Luxembourg branch, 46, Place Guillaume II, L-1648 Luxembourg or Joh. Berenberg, Gossler & Co. KG, Neuer Jungfernstieg 20, 20354 Hamburg or at the Erste Bank of the Austrian Sparkassen AG, Graben 21, A-1010 Vienna) and on the homepage of the Deutscher Mittelstandsanleihen FONDS www.dma-fonds.de available. The Management Company and KFM Deutsche Mittelstand AG assume no liability for damages that have arisen or have arisen in connection with the use and / or distribution of this preparation.
Press contact
KFM Deutsche Mittelstand AG
Rathausufer 10
40213 Düsseldorf
Tel: + 49 (0) 211 21073741
Fax: + 49 (0) 211 21073733
Mail: info@kfmag.de
Web: http://www.kfmag.de
http://www.deutscher-mittelstandsanleihen-fonds.de
(end)
Emitter: |
KFM Deutsche Mittelstand AG Rathausufer 10 40213 Düsseldorf Germany |
|
---|---|---|
Contact Person: | Hans-Jürgen Friedrich | |
Phone: | +49 211 21073741 | |
E-Mail: | hj.friedrich@kfmag.de | |
Website: | www.kfmag.de | |
ISIN(s): | LU0974225590 (Fonds) | |
Stock Exchange(s): | Free Market in Berlin, Dusseldorf, Frankfurt, Hamburg, Hannover, Munich, Stuttgart, Tradegate |