Investment funds

Investment funds are a modern and easy form of investment.

Shares in investment funds represent joint ownership in the assets of the respective fund. With investment funds, you enjoy your investment according to the principle of risk diversification. Depending on their investment guidelines, funds comprise various issuers and different securities categories. Extensive product diversity enables investors to have investments in a wide variety of markets and asset classes. And with a low capital investment.

The three main types are bond funds, equity funds and mixed funds. The investment guidelines of an investment fund specify the scope of fund management in asset allocation (e.g. weighting of countries, regions, industries, foreign currencies, etc.). An active fund management offers investors the opportunity to profit from changes in the capital markets.

The risk of investing in a fund depends on the fund’s investment policy and the performance of the underlying markets. Please note that unlike bonds, investment funds generally have no redemption and therefore no fixed redemption price. The performance of investment funds can also be negative, resulting in the loss of invested capital. As a rule, fund shares can be redeemed at any time at the redemption price. In exceptional circumstances, redemption can be suspended pending the sale of the fund assets and receipt of the proceeds.

Monthly investment in investment funds

Monthly investment in investment funds is the ideal tool. Whether you want to reach a certain goal (construction, education of children etc.) or require a supplement to your state pension, the investment plan offers you every possibility. With the investment plan you continuously invest - roughly monthly - in an investment fund which you have selected from the fund master list. You automatically invest a fixed amount (at least EUR 50) and thereby purchase fund shares at the respective current issue price.

Advantages:

No minimum commitment period.
Possibility to change your monthly investment amount.
Payment holiday according to your requirements.

Risks:

Investment funds are subject to market and liquidity risks.
Even with a monthly investment the investment performance can be negative due to the performance of the fund and the associated fees and expenses.
In principal: riskier investment = higher chances of profit but also higher risk of loss.

Fund Master List

The fund master list (standard and special) is an overview of our range of funds. In addition, we are also happy to arrange contracts for the purchase/sale of other funds for you.

Standard

Special

This advertising message is exclusively of an informational nature, directed only to persons residing in Austria. Under no circumstances does it replace professional advice for the specific investor and investment product, or comprehensive clarification of the risks involved – each product has a different risk level. It is neither an offer or a request to buy or sell, nor is it an invitation to submit an offer, or a recommendation to buy or sell. The applicable conditions of the respective published prospectus of the investment instrument and the customer information document (CID) are exclusively authoritative; these conditions, including any amendments thereto, can be obtained in German free of charge at any of the branches of Austrian Anadi Bank AG, Domgasse 5, 9020 Klagenfurt am Wörthersee or can be found on the internet at anadibank.com. No guarantee is provided in regard to this advertising message or the sources used being complete, correct and up to date. Any liability or compensation claims arising from the use or non-use of the information provided, or for the use of incorrect or incomplete information, are excluded. All opinions expressed in this advertising message merely reflect the present value judgement of the author. Subject to change. Message author: Austrian Anadi Bank AG, Domgasse 5, 9020 Klagenfurt am Wörthersee, Commercial register number FN 245157-a Klagenfurt am Wörthersee; revised in: March 2016.

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Investment funds