Overview of our fund partners and the criteria used for their selection
Our fund universe is based on carefully selected fund partners. In a multi-stage due diligence process, our experts evaluate the investment concept, management expertise, and risk and return characteristics. This forms the basis for well-informed investment decisions and high-quality advisory services.
If you want to invest well, only the best is good enough. The quality simply has to be right.
We therefore work with selected, tested fund partners in the long term.
The selection procedure of the fund companies is multi-stage and transparent, the quality criteria are strict and certified by an independent study. A tenable collaboration with the best is thus guaranteed. These are characterised by first-class references, a comprehensive range of fund products and special expertise in individual investment categories.
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Schoellerbank Invest and onemarkets by UniCredit complement our offering. The onemarkets investment funds focus on selected investment themes and ideas. To implement them in the best possible way, they appoint what is considered at the time to be the most experienced fund manager for the respective strategy. Schoellerbank Invest is a boutique asset manager that combines close client relationships with the strength of UniCredit’s global expertise.
Schoellerbank Invest – one of Austria’s fastest-growing fund management companies
Schoellerbank Invest has a strong regional presence. It combines close relationships with its clients with access to UniCredit’s international networks and research capabilities, enabling it to offer investment solutions at an international standard. Sustainable investing has been one of its core areas of expertise for many years.
onemarkets Fund: selected and innovative investment solutions
You choose a fund that follows a specific investment theme. We select what we believe to be the most suitable fund management expertise. The onemarkets Fund portfolios are managed either by companies within the UniCredit Group or, in selected cases, by carefully chosen and highly experienced external asset management partners.
Information for Schoellerbank Funds:
The Key Information Documents (KIDs), where applicable the Pre-contractual Information, and the published full Prospectuses of the funds in their current version in German, including all amendments since their initial publication, are available free of charge to investors and prospective investors from the management company (Schoellerbank Invest AG, Sterneckstraße 5, 5027 Salzburg; Schoellerbank Invest AG is a wholly owned subsidiary of Schoellerbank Aktiengesellschaft) as well as at all branches of UniCredit Bank Austria AG. The legal documents of the funds are also available online at: https://schoellerbank.at/en/schoellerbank-invest-ag/funds/disclosures/ A summary of investors’ rights is available in German only at the following link: https://schoellerbank.at/files/Invest/Anlegerrechte.pdf Please read the Prospectus, where applicable the Pre-contractual Information, and the Key Information Document before making a final investment decision. The fund management company may, at any time, revoke or terminate any arrangements made for the marketing or distribution of its fund units in a Member State other than its home Member State.
Notes & Legal Information for onemarkets Funds:
This is a marketing communication. Please read the prospectus of onemarkets Fund (the “Fund”), the Key Information Documents (KIDs), and, where applicable, the pre-contractual information of the sub-funds before making any final investment decisions. These documents are available in English and German at https://www.invest.unicredit.lu/at/en.html and may be obtained free of charge, together with the current annual and semi-annual reports and the articles of incorporation, at the registered office of the management company (1, avenue de l’Aéroport, L-1110 Senningerberg, Grand Duchy of Luxembourg) and at the business premises of UniCredit Bank Austria AG. In the case of the prospectus, the English version is legally binding.
Investors are advised that the respective management company may decide to terminate the arrangements for the marketing of the units of its funds in accordance with Article 93a of Directive 2009/65/EC.
Information on complaint handling may be viewed at https://www.invest.unicredit.lu/content/dam/structured_invest/About_Us/EN/202601-complaints-handling-disclosure.pdf in English. Investors’ rights may be viewed at https://www.invest.unicredit.lu/content/dam/structured_invest/About_Us/EN/202601-summary-of-investors-rights.pdf in English.
General Legal Information:
The current information does not constitute investment advice or an investment recommendation. In particular, it is not an offer or an invitation to make an investment. It serves solely as preliminary information and cannot replace a consultation based on the individual circumstances and knowledge of the investor.
Every capital investment is associated with risk. The value and return of an investment can suddenly and considerably increase or fall and cannot be guaranteed. Currency fluctuations can also influence the development of the investment. There is the possibility that the investor does not receive the total invested sum back, among others, if the capital investment only exists for a short time. Despite professional advice, losses may therefore occur, including total loss, especially in the case of a short-term investment horizon. The longer the investment horizon, the less significant short-term fluctuations are. Your Private Banking adviser will be pleased to assist you in determining the right investment strategy for you.
Errors and typographical errors excepted.
Our brochure Summary of the guidelines for handling conflicts of interest and the disclosure of benefits provides you with information regarding the fundamental handling by Bank Austria of conflicts of interest and regarding the disclosure of benefits. Your Private Banking advisor will be pleased to advise you in detail.
For questions relating to your individual tax situation, we recommend that you seek the advice of a tax advisor. The handling with regard to tax matters depends on your personal circumstances and can be subject to future changes.
Citizens of the USA and people with their place of residence, tax assessment and/or companies in that country must not be offered investment funds, even in Austria, and they must not purchase these products.
