Seek to achieve steady income at low risk

Steady earnings with low risk

These products are categorized by relatively lower fluctuation and more steady income in the medium and long term. The long term investment horizon and broad diversification reduce risks.

Kathrein Euro Bond []

Government bonds in Euro currency

This EUR bond fund invests only in government bonds. The objective of this investment is to achieve stable profits with small fluctuations.
Awards: []
www.kathrein.at
Lipper Fund Awards Austria 2016
Best Euro bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Austria 2011
Best Euro bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Germany 2011
Best Euro bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Germany 2010
Best Euro bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Austria 2010
Best Euro bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2010
Best Euro bond fund over a 10 year period
www.kathrein.at
Feri Fund Top Five Award Austria 2010
www.kathrein.at
Feri Fund Top Five Award Germany 2010
www.kathrein.at
Lipper Fund Awards Austria 2009
Best Euro bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2009
Best Euro bond fund over a 5 year period
www.kathrein.at
Feri Fund Award 2009
Best Euro bond fund Germany
www.kathrein.at
Feri Fund Award 2009
Best Euro bond fund Austria
www.kathrein.at
Lipper Fund Awards Germany 2008
Best Euro bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2008
Best Euro bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2007
Best Euro bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2007
Best Euro bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Germany 2007
Best Euro bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Germany 2007
Best Euro bond fund over a 3 year period

Kathrein Euro Core Government Bond []

The Kathrein Euro Core Government Bond invests mainly in government bonds of the former "hard" currency countries Germany, Austria, France, Netherlands, Belgium and Finland. In addition to the strict country criteria, a minimum rating criteria of AA will be targeted. The benchmark is EFFAS Germany >1 Year. The fund's objective is to provide stable returns over a medium-term horizon above and beyond the benchmark by implementing a model, which is based on the assumption that the business and central bank interest rate cycles translates into trends in government bond markets.

Kathrein Corporate Bond

Corporate bonds in Euro currency

Investments are placed exclusively in corporate bonds of good financial standing listed in EUR. Worldwide investment is to achieve better capital growth than EUR government bonds.
Awards: []
www.kathrein.at
Lipper Fund Awards Germany 2011
Best EUR corporate bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Germany 2010
Best EUR corporate bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Austria 2010
Best EUR corporate bond fund over a 10 year period
www.kathrein.at
Lipper Fund Awards Austria 2008
Best EUR corporate bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2008
Best EUR corporate bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2007
Best EUR corporate bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2007
Best EUR corporate bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Germany 2007
Best EUR corporate bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Germany 2007
Best EUR corporate bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2006
Best EUR corporate bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2006
Best EUR corporate bond fund over a 5 year period
www.kathrein.at
Lipper Fund Awards Austria 2005
Best EUR corporate bond fund over a 3 year period
www.kathrein.at
Lipper Fund Awards Austria 2005
Best EUR corporate bond fund over a 5 year period

Kathrein Global Bond

International government bonds in local currency

An international bond benchmark forms the basis for controlling performance. The capital will be invested in international government bonds or bonds of debtors of first class financial standing. Optimal supplement to the EUR bond investment.

Kathrein Mandatum

Conservative diversified asset management in EUR

Kathrein Mandatum is an internationally oriented low-risk asset management fund managed by Kathrein's inhouse portfolio management team. With a bond weighting of up to 100%, the fund is geared to the individual needs of a conservative investor, who wants to achieve preservation of his investment funds, while at the same time earn more than government bonds. The fund assets are invested in bond funds of Kathrein Privatbank, whose management style is based on quantitative models. In addition, the fund invests in products of Kathrein Capital Management GmbH and in exchange-traded funds ("ETFs", exchange-traded funds).

Kathrein Mandatum 15 USD

Conservative diversified asset management in USD

The Kathrein Mandatum 15 USD pursues regular profits and moderate capital growth. About 85% of the volume is invested in bonds and in bond funds and about 15% in equity funds.

Kathrein Mandatum 25

Conservative diversified asset management in EUR

Mixed fund of funds, presently invested in 20% equity, 70% bond funds and 10% alternative investments (Pantheon Private Equity, Dow Jones Hedge Fund Strategy Benchmark). The investment is placed in Kathrein Privatbank and Russell Investment Company equity and bond funds. Higher earning opportunities than with pure government bonds at slightly increased risk.

Kathrein US Dollar Bond

Highly rated bonds in USD-dollar currency

This USD bond fund invests only in government bonds of the United States of America and in highly rated bonds of international debtors issued in USD. The objective of this investment is to achieve stable profits with small fluctuations.

Kathrein Euro Inflation Linked Bond

The Kathrein Euro Inflation Linked Bond fund invests primarily in Euro denominated inflation linked bonds of high quality issuers. This provides the fund protection against inflation in the Euro zone. The investment should provide real returns with relatively low risk. The medium to long-term goal of the fund is to achieve a return higher than the benchmark using quantitative models. Specifically a model will be used to alter the average maturity of the fund. The models success is based on the premises that capital market interest rates follow economic cycles and will therefore exhibit trends.