Fund search
The funds YOU INVEST Solid RON and YOU INVEST Balanced RON (transferring funds) were merged with YOU INVEST Active RON (acquiring fund) and the fund YOU INVEST Solid EUR (transferring fund) was merged with YOU INVEST Active EUR (acquiring fund) as of December 17, 2019. After the merger, the investors’ holdings from transferring funds were transferred in the acquiring funds.
Investment Region
Here, the fund can focus on a specific region or country, for example on developed markets or on emerging markets.
Bond Focus
The investment fund can focus on a particular bond segment, for example government bonds.
Risk/Holding Period
The indicated risk and the recommended holding period for our investment funds are based directly on the Synthetic Risk and Return Indicator (SRRI). At an SRRI of 1 or 2, the recommended holding period is at least 2 years, and the risk is assessed as low. At a level of 3 to 6, a holding period of at least 6 years is recommended (moderate or medium risk). Funds can also be classified as having a high level of risk, with a recommended minimum holding period is 8 years. The fund is classified solely on the basis of the SRRI. This is not a reliable indicator of future performance and can change over time. A classification in category 1 does not mean that the investment is risk-free.
Currency Risk
- Yes
The performance of the investment fund can be influenced substantially by currency risks.
- No
The fund enters into no material foreign currency risks, and/or any currency risks that are associated with securities are hedged.
- Subordinated
In order to seize opportunities, currency risks can be accepted to a limited extent. The performance of the investment fund can be influenced to a certain degree by currency risks.
Pension Fund
The search here is limited to the funds that explicitly meet the special requirements of the Austrian Pension Fund Act (Österreichisches Pensionskassengesetz) according to their fund terms and conditions.
Important information:
Please find further information and documents on the respective funds by clicking the fund name in the above overview.