Our funds

For a long time we have had proven expertise in the analysis of equities. This benefits the equity funds we manage: in particular the globally investing H & A Aktien Global and the H & A Aktien Small Cap EMU, which is specialized in companies with low market capitalization. 

The interest business is one of our core competencies. Our experience and ability to analyse and evaluate the global capital market and to find the right securities is reflected in our successful bond fund H & A Global Bond Opportunities. Attractive returns in a low interest rate environment continue to be possible by using global performance sources such as carry, credit and currency (bond-, credit- and currency markets) in a flexible and income-boosting manner.

Managing our clients' assets means managing a wide variety of investment vehicles and aligning them with individual objectives. For us, Multi Asset is the selection and collection of different risk premiums in the context of the right balance between return and risk. With our three multi asset funds you can benefit from our historically grown expertise, depending on your risk/return propensity. The H & A Rendite Plus with a maximum equity exposure of 30% is suitable for cautious investors. Those who want more flexible management of asset classes and prefer a balanced risk appetite will find this in H & A VV Rendite Flexibel. With a clear focus on the equity market, the strategy of H & A Dynamik Plus is aligned. Here, stock selection is based on our QRP approach (Quality at a reasonable price), similar to our globally investing equity fund H & A Aktien Global.

In more than 20 years we have built up a unique expertise in ethical and sustainable investments. The special thing about this business area is the independent ethics committee which consists of professors and doctoral students in a wide variety of special fields such as social ethics, corporate governance, environmental and business ethics or water toxicology. With our H & A PRIME VALUES Funds, you benefit from our active asset management approach and, at the same time, only invest in countries and companies that meet ethical-sustainable criteria.