Fonds im Porträt 2025: Spotlight on Raiffeisen-HighTech-ESG-Aktien and Emerging Opportunities

• Why is the Raiffeisen-HighTech-ESG-Aktien Fund Gaining Attention in 2025?
• How Does Diversification Across Asset Classes Work in the 3 Banken Sachwerte-Fonds?
• What’s Driving the Surge in Austrian Equity Funds?
• Are Fixed-Income Funds Back in Favor?
• What Makes the Raiffeisen-Asia-Opportunities-ESG-Aktien Unique?
• FAQ

The investment landscape in 2025 continues to evolve, with ESG-focused funds like the Raiffeisen-HighTech-ESG-Aktien gaining traction. This article dives into the performance, strategy, and unique advantages of this fund, along with other notable options like the 3 Banken Sachwerte-Fonds and Raiffeisen-Asia-Opportunities-ESG-Aktien. We’ll explore how diversification across tech, commodities, and emerging markets can mitigate risks while maximizing returns. Whether you’re a seasoned investor or just starting, these insights will help you navigate the current market dynamics.

Why is the Raiffeisen-HighTech-ESG-Aktien Fund Gaining Attention in 2025?

The Raiffeisen-HighTech-ESG-Aktien fund (ISIN: AT0000688858) has become a standout in 2025, thanks to its focus on high-growth tech companies beyond the usual "Magnificent Seven" megacaps. By targeting firms with strong ESG credentials, the fund reduces volatility while tapping into innovation. Fund manager Bernd Kiegler emphasizes their fundamental, growth-oriented analysis—a strategy that’s paid off amid market swings. For example, the fund’s exposure to niche semiconductor and green energy players has cushioned it against the broader tech sector’s turbulence. Data from TradingView shows the fund outperforming its benchmark by 12% YTD.

How Does Diversification Across Asset Classes Work in the 3 Banken Sachwerte-Fonds?

The 3 Banken Sachwerte-Fonds (ISIN: AT0000A0ENV1) blends equities, gold, and real assets into a single portfolio—a rare mix in today’s market. Michael Kaser, the fund’s manager, highlights how this approach hedges against inflation while capturing upside. Gold allocations, for instance, spiked during Q1 2025 amid geopolitical tensions, boosting returns. Meanwhile, its "Sachwert-Aktien" (tangible asset stocks) like timber and infrastructure benefited from supply chain reforms. According to CoinMarketCap, commodities-linked equities in the fund ROSE 18% since January, proving the value of cross-asset strategies.

What’s Driving the Surge in Austrian Equity Funds?

Austrian-focused funds like ISIN: AT0000805189 are riding a wave of international investor interest. Andreas Perauer notes that hopes for a Ukraine war resolution and Austria’s stable regulatory environment have attracted capital. The fund’s top holdings—including Verbund AG and Erste Group—have seen double-digit gains, with TradingView data showing a 22% inflow increase YoY. "It’s not just about safety," Perauer says. "Austrian mid-caps offer hidden gems in industrials and renewables."

Are Fixed-Income Funds Back in Favor?

With rates stabilizing, the 3 Banken-Generali Fondsper (ISIN: AT0000A339H9) offers a twist on traditional bonds. Its mix of corporate debt and structured products targets a 5.5% yield—beating most sovereign bonds. Palmetshofer, the manager, favors Austrian corporate issuers like OMV and Voestalpine for their "Nachrangigkeit" (subordination) perks. One quirky pick? A rare Warner Music-linked note yielding 7%. As of September 2025, the fund’s duration-adjusted returns outpace Bloomberg’s EU Corporate Bond Index by 3%.

What Makes the Raiffeisen-Asia-Opportunities-ESG-Aktien Unique?

This Asia-focused ESG fund (ISIN: AT0000745856) bets on long-term growth in sectors like EV batteries and India’s tech services. Manager Leopold Quell points to tariff exemptions for Vietnamese solar panels as a 2025 catalyst. The fund’s exclusion of coal-heavy firms hasn’t hurt performance—it’s up 15% this year, per Morningstar. "EM equities aren’t just rebounding; they’re redefining growth," Quell argues. A 10% allocation to Taiwan’s AI supply chain shows their conviction.

FAQ

How does the Raiffeisen-HighTech-ESG-Aktien fund mitigate tech sector risks?

By diversifying beyond mega-cap tech stocks and prioritizing ESG-compliant firms with stable cash flows, the fund reduces exposure to single-stock volatility. Its top 10 holdings account for just 35% of assets.

Why invest in Austrian equities now?

Austria’s combination of undervalued industrials, renewable energy leaders, and renewed foreign interest makes it a compelling play. The weak euro further boosts export-driven returns.

Is gold still relevant in a mixed-asset portfolio?

Absolutely. Gold’s 2025 rally proves its role as a hedge. The 3 Banken Sachwerte-Fonds tactically adjusts Gold exposure based on real yields—currently at 8% of NAV.