71 GRI Index and Assurance statement Engaged citizen Fair partner Responsible banker Human Capacity Report Sustainability management Overview Foreword Product overview: Underlying Asset Nachhaltigkeits Winner 100% (ISIN: AT0000A1G791) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits Winner 95% (ISIN: AT0000A1G7A2) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits Winner 98% (ISIN: AT0000A1G7B0) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits-Winner (ISIN: AT0000A19XZ4) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits-Winner 2 (ISIN: AT0000A1AEB8) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits-Winner II 100% (ISIN: AT0000A1PK03) iSTOXX® Global ESG Select 100 Index Nachhaltigkeits-Winner II 95% (ISIN: AT0000A1PJZ4) iSTOXX® Global ESG Select 100 Index USD 1,25% Nachhaltigkeits Winner (ISIN: AT0000A1G783) iSTOXX® GLOBAL ESG SELECT 100® USD Solactive AE Solar Kursindex (ISIN: AT0000A1LKZ1) Solactive Alternative Energien Solar Kursindex Solactive AE Solar Kursindex (ISIN: AT0000A1LL06) Solactive Alternative Energien Solar Kursindex Solactive AE Solar Kursindex (ISIN: A0GYD1) Solactive Alternative Energien Solar Kursindex Solactive AE Solar Kursindex (ISIN: AT0000A1LKS6) Solactive Alternative Energien Solar Kursindex Solactive AE Wind Kursindex (ISIN: AT0000A0GYE9) Solactive Alternative Energien Solar Kursindex Solactive Alternative Energien Kursindex (ISIN:AT0000A02YF0) Solactive Alternative Energien Kursindex Solactive Alternative Energien Kursindex (ISIN:AT0000A05402) Solactive Alternative Energien Kursindex Solactive Klimaschutz Kursindex (ISIN: AT00009651) Solactive Klimaschutz Kursindex Solactive Nachhaltige Forstwirtschaft Kursindex (ISIN: AT0000A09644) Solactive Nachhaltige Forstwirtschaft Kursindex Solactive Wasser Kursindex (ISIN: AT0000A08ER4) Solactive Wasser Kursindex Kathrein Privatbank Aktiengesellschaft As a leading bank for asset management in Austria, Kathrein Privatbank AG optimally unites a number of different aspects: the flexibility, experience and tradition of an exclusive private bank and core values such as competence, efficiency and ease of understanding. At the same time, as a 100-percent subsidiary of RBI AG, it belongs to one of the largest banking groups in Europe, allowing it to guarantee its customers the greatest possible level of security. Kathrein Privatbank offers customer-tailored investments for private assets and foundations and is ready to assist customers in all matters relating to private foundations, asset transfer and the purchase and sale of companies. In its investment decisions, Kathrein Privatbank follows a clearly defined methodology – the quantitative investment style. The object is to identify possibilities for performance improvement and to develop objective economic criteria for investment decisions. At Kathrein Privatbank, eight percent of the fund volume (retail investment and special funds) is currently managed sustainably – these are the “Kathrein Euro Core Government Bond” and the “Kathrein Euro Bond”. At the 100-percent subsidiary, Kathrein Capital Management Ges.m.b.H., 71 percent of the assets under management (retail investment and special funds) are managed sustainably – these are Hypo-Rent, MI Multi Strategy, KCM Aktien Global and three special funds. In total, this means that 27 percent of all retail investment and special funds managed by the Kathrein Group are managed sustainably. The currently offered sustainability funds are: • Kathrein Euro Core Government Bond: Invests primarily in government bonds of the former EU hard currency countries and euro states with historically stable budget policies. A minimum rating of AA applies as an allocation criterion. • Kathrein Euro Bond: Invests exclusively in government bonds without the inclusion of corporate tangents. Since July 2011, exclusively government bonds with a minimum composite rating of BBB have been allocated to the fund. • Hypo-Rent: Gilt-edged pension fund that is suitable for severance payment and pension provisions. • MI Multi Strategy SRI: A mixed fund that invests according to the investment regulations of the Corporate Employee and Self-Employed Pension Act (Betriebliches Mitarbeiter- und Selbstständigenvorsorgegesetz, BMSVG) and is therefore suitable for staff provision funds.
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