ÖKOWORLD LUX SA

Overview

ÖKOWORLD LUX SA is a Luxembourg-based investment firm specializing in sustainable and ethical investments. The firm is a subsidiary of ÖKOWORLD AG, a German financial services company established in 1975, which offers a range of financial products and services with a focus on sustainability and ethical standards. ÖKOWORLD LUX SA manages several investment funds, including the ÖKOWORLD ÖKOVISION CLASSIC, a pioneer in the field of ethical-ecological funds, launched in 1996. As of August 2023, this fund had a volume of over 1.9 billion euros in Class C shares. The firm's investment strategy emphasizes independent evaluation of companies based on sustainability, ethics, and socio-ecological standards. This process involves the ÖKOWORLD Sustainability Research committee, which develops profiles of potential companies for the portfolio. Independent experts from science, environmental protection, and consumer protection continuously assess which of these companies currently meet the established criteria. From this selection, the fund managers choose companies with favorable return prospects. ÖKOWORLD LUX SA's investment philosophy is rooted in the belief that financial success and ethical responsibility can go hand in hand. The firm aims to provide investors with opportunities to achieve financial returns while supporting companies that contribute positively to society and the environment. This approach reflects a commitment to integrating sustainability into investment decisions, aligning with the growing demand for responsible investment options in the global market.

Investment Focus

• Investment horizon: 5-10 years
• Preference for investments in sustainable and ethical companies
• Diversification across multiple asset classes and industries
• Alignment with the United Nations Sustainable Development Goals (SDGs)

Portfolio Companies