Comprehensive quality assessment

Awards and quality seals do more than just evaluate the performance of a fund, as qualitative criteria and investment strategies are often also included in the assessment. Thus, the scope can go beyond an evaluation of the product alone and encompass the entire company involved.

Raiffeisen Kapitalanlage GmbH (Raiffeisen Capital Management) and its products are constantly being assessed by independent institutions and regularly receive awards. For example, the sustainability approach itself has generated top awards for the company.

Strict assessment criteria

The scope of assessment for issuing quality seals and awards is as comprehensive as it is diverse. Key criteria include performance over certain time periods based on the Sharpe ratio* and in-depth qualitative analyses, for example covering the investment process, or the expertise of the fund management team as a whole. The ability to maintain consistently high quality over a longer period of time is another factor taken into consideration. Individual awards are thus based on the assessment of different criteria. Here are some examples of why Raiffeisen Capital Management or a specific fund has earned an award:

• Solid expertise in sustainability.

• The development of a proprietary ESG indicator which incorporates a range of input factors and quantifies the ESG level of the invested company as a whole; it forms the basis for the ESG rating.

• Excellent quality and expertise in managing sustainable fund strategies.

  In this regard, the stringent ESG approach was highlighted, thanks to which responsible management can be harmonised with the mitigation of investment risks.

• The fund management team’s top-notch expertise, which is responsible for the consistent success of the ESG branch and is constantly being expanded and refined. The focused SRI approach corresponds with Raiffeisen KAG’s long-term strategy of transitioning the entire product range to a sustainability basis.

Österreichischer Fondspreis 2026 for Raiffeisen-Inflationsschutz-Anleihen

At the 27th FONDS professionell Congress, FONDS professionell and DIE PRESSE honoured Raiffeisen-Inflationsschutz-Anleihen with the Austrian "Fondspreis" in the category "Bond Funds Euroland" and rated it "outstanding".

Mountain View Fund Awards 2026

The following funds from Raiffeisen Capital Management received awards at the Mountain View Fund Awards 2026:

• Raiffeisen-GlobalDividend-ESG-Aktien (1st, category “Equity Funds Sustainability Global”)

• Raiffeisen-NewInfrastructure-ESG-Aktien (1st, category „Megatrend: Infrastructure“)

FundAwards 2026

At the FundAwards 2026 in Germany, three Raiffeisen Capital Management funds received awards. The monthly magazine €uro and its two sister publications BÖRSE ONLINE and €uro am Sonntag present awards to funds and ETFs that have achieved the best, second-best and third-best performance in their respective investment categories over one, three, five, ten or 20 years:

• Raiffeisen-EmergingMarkets-ESG-Transformation-Rent (2. over 20 years)

• Raiffeisen-GlobalDividend-ESG-Aktien (2. over 3 years)

• Raiffeisen-Inflationsschutz-Anleihen (3. over 5 years)

Since 2006, €uro and its two sister publications BÖRSE ONLINE and €uro am Sonntag have presented the coveted €uro FundAwards. These awards recognise those funds and ETFs that have achieved the best, second and third best performance in their investment category over one, three, five, ten and 20 years respectively. The cut-off date for the evaluation was 31 December 2025.

Börsianer ESG Fund Award: Raiffeisen-Österreich-Rent was awarded as the "Best Bond Fund-Austria 2025"

As part of the "Börsianer ESG Fund Award" organized by Börsianer Grün, the Raiffeisen-Österreich-Rent was awarded as the "Best Bond Fund-Austria" in the special category Sustainability.

In this year's evaluation, 2,108 sustainable funds approved in the DACH region were examined based on the ESG-criteria, as well as the current 3-year performance (as of March 31, 2025). The analysis was conducted by the financial medium Börsianer Grün and the rating agency ESG Plus.

Deutscher Fondspreis for Raiffeisen-Inflationsschutz-Anleihen

At this year's FONDS professionell CONGRESS, Raiffeisen-Inflationsschutz-Anleihen was awarded the Deutscher Fondspreis with "outstanding" (category: bond funds Euroland).

The award is based on a quantitative evaluation of the eleven most important fund categories. In a further step, the top funds were then scrutinized in a multi-stage process. This involved analyzing not only whether the fund had moved consistently within the bandwidths of its investment universe, but also whether the results achieved were actually attributable to the right management decisions. The three best funds in each category are awarded "outstanding".

* The Sharpe ratio measures the performance of an investment such as a security or portfolio compared to a risk-free asset, after adjusting for its risk. It is defined as the difference between the returns of the investment and the risk-free return, divided by the standard deviation of the investment returns. It represents the additional amount of return that an investor receives per unit of increase in risk.

The investment strategy of Raiffeisen-Inflation-Shield permits the capital to be invested primarily in deposits.

The funds Raiffeisen-Nachhaltigkeit-Aktien, Raiffeisen-Nachhaltigkeit-Momentum, Raiffeisen-Nachhaltigkeit-EmergingMarkets-Aktien, Raiffeisen-Nachhaltigkeit-Wachstum, Raiffeisen-Europa-Aktien, Raiffeisen-Nachhaltigkeit-US-Aktien, Raiffeisen-SmartEnergy-ESG-Aktien, Raiffeisen-GobalDividend-ESG-Aktien and Raiffeisen-Nachhaltigkeit-ÖsterreichPlus-Aktien and Raiffeisen-NewInfrastructure-ESG-Aktien exhibits elevated volatility, meaning that unit prices can move significantly higher or lower in short periods of time, and it is not possible to rule out loss of capital.

The investment strategy permits the funds Raiffeisen-Nachhaltigkeit-Rent, Raiffeisen-Active-Aktien and Raiffeisen-Inflation-Shield to predominantly (relative to the associated risk) invest in derivatives.

According to its investment strategy, the fund Raiffeisen-Active-Aktien may mainly invest in investment funds.

The Fund Regulations of the funds Raiffeisen-Nachaltigkeit-Rent, Raiffeisen-Inflationsschutz-Anleihen and Raiffeisen-Inflation-Shield have been approved by the FMA. The Raiffeisen Sustainable Bonds may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: France, Netherlands, Austria, Italy, United Kingdom, Sweden, Switzerland, Spain, Belgium, United States, Canada, Japan, Australia, Finland, Germany. The Raiffeisen-Inflationsschutz-Anleihen may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: France, Netherlands, Austria, Belgium, Finland, Germany. The Raiffeisen-Inflation-Shield may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: United Kingdom, United States, Germany. The Raiffeisen Dynamic Assets Solid may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: France, Netherlands, Austria, Italy, United Kingdom, Sweden, Switzerland, Spain, Belgium, United States, Canada, Japan, Australia, Finland, Germany.