Socially Responsible Investing (SRI)

Pioneer Investments offers two main asset management products designed to enable investors to balance their need to maximize returns and their desire to adhere to ethical or sustainable values: the Global Sustainable Equity Fund, Global Ecology Equity Fund. We also offer 2 local SRI products: a bond distribution fund, the Obbligazionario Euro Corporate Etico (bond euro corporate ethical fund) and the PIA Ethik Fonds in Austria.

Global Sustainable Equity Fund

Its investment strategy is designed to achieve capital appreciation over the medium to long-term by investing at least two-thirds of its total assets in a diversified portfolio of equities and equity-linked instruments issued by companies that fulfill certain environmental, social and governance criteria and which have the registered office or which exercise the preponderant part of their economic activities in any country of the world. These criteria include: companies whose products and services contribute towards a safe and healthy environment; those that divert capital away from environmentally destructive businesses and those that engage in socially responsible behaviour.

Pioneer Global Ecology

Its investment strategy is designed to achieve capital appreciation over the medium to long-term by investing a minimum of two-thirds of its assets in a range of equities and equity-linked instruments issued by companies manufacturing or producing environmentally friendly products or technologies that contribute to the development of a cleaner and healthier environment. Such companies include those operating in the fields of air pollution control, alternative energy, recycling, waste incineration, waste water treatment, water purification and biotechnology. Stock selection is monitored for sustainability issues by Oekom research AG and E-Capital Partners. To avoid conflicts of interest in evaluating sustainability issues, Pioneer Investments relies on external advisors to conduct screening opportunities.

Obbligazionario Euro Corporate Etico (bond euro corporate ethical fund)

Its investment strategy is designed to achieve capital appreciation over the medium-term by investing in fixed income issued by companies that have a business models that meet certain standards of social, human and ecological responsibility.

Pioneer Funds Austria - Ethik Fonds

PIA Ethik Fonds is a balanced fund, designed to achieve long-term capital growth while generating continuous returns. This fund is ideal for investors seeking an ethical investment. The basic portfolio is composed to 30% in equities worldwide and to 70% Euro bonds. An investment is considered to be ethical, when the various issuers’ business models meet certain standards of social, human and ecological responsibility. Benchmark: E.Capital Ethical Balanced Index (E.Capital Partners (ECP) is the European leader in SRI advisory. ECP Screening Methodology is the underlying engine of SRI benchmarks.)