Sustainable fund concepts

Ethics and sustainability ist not a temporary phenomenon. On the contrary it is on everyone's mind and is gaining increasing importance. There are some fund products titled "ethical" on the market. But none of them have been pursuing this topic as long and consistently as the investment funds H & A PRIME VALUES.

Already in 1995 we launched the first and by now the oldest ethics fund in continental Europe. The H & A PRIME VALUES funds are ethically sustainable investment funds, which are structured according to our unique investment process, regarding all investments from a holistic perspective.

The H & A PRIME VALUES funds enable you to participate in our sustainable strategy and the active asset management approach even in smaller asset tranches and to benefit from our extensive expertise. This offers you an opportunity to invest into a widely diversified portfolio and to benefit from the advantages of a collective investment scheme.  

Special qualities: 

  • First German-language ethics fund
  • Extensive and solid track record
  • Independent ethics committee assesses each individual security

H & A Prime Values Income

H & A PRIME VALUES Income invests worldwide in equities and bonds of companies and issuers who meet the criteria we defined in terms of ethics and sustainability. In order to minimize risks, we focus on investing in bonds. Better yields can be achieved through the equities of companies with above-average market prospects. The fund is not only ideal for private investors but also for pension funds, foundations, and non-profit organizations.

H & A Prime Values Growth

H & A PRIME VALUES Growth invests worldwide in the equities and bonds of companies and issuers who meet the criteria we defined in terms of ethics and sustainability. The focus is on equities of companies that promise above-average market prospects. Complementing the portfolio with the bonds of companies and other issuers helps mitigate risks, depending on market situation. The fund is ideal for investors focused on long-term investment who are also prepared to accept short-term downturns in stock prices.

H & A Prime Values Equity

H & A PRIME VALUES Equity invests worldwide in equities of mid-sized and large cap companies who meet the ethical criteria defined by the ethics committee. Fund management places the investment focus on equities of companies that have a solid business model and above-average market prospects. The fund may execute derivative transactions in order to mitigate potential losses. It diversifies according to company size, sector, and country. The fund is ideal for investors focused on long-term investment who are also prepared to accept short-term downturns in stock prices. The fund’s objective is to achieve significant long-term capital growth and better performance than the market as a whole.

Oliver Fischer
Sales Asset Management/Wholesale
+41 44 220 11 22
oliver.fischer@hauck-aufhaeuser.com
Werner Lüscher
Senior Portfolio Manager
+41 44 220 11 22
werner.luescher@hauck-aufhaeuser.ch
Matthew Stone
Senior Portfolio Manager
+41 44 220 11 22
matthew.stone@hauck-aufhaeuser.ch
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