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Abonner Raiffeisen Schweiz

Raiffeisen Schweiz

Raiffeisen and Vontobel launch innovative retirement savings fund

St. Gallen and Zurich (ots)

Pension Invest Futura 50 is a new
investment fund launched by Raiffeisen and Vontobel that combines a
vehicle for retirement savings with the principles of sustainability,
and is the first fund of its type to be marketed in Switzerland. It
is suitable for investors for whom ethical, social and environmental
values are important.
More and more shoppers are choosing fair trade and organic
products. And more and more investors seek to put their money into
companies that achieve economic success sustainably, and whose
business strategies pursue ethical, environmental and social goals.
The newly launched fund Raiffeisen-Vontobel Pension Invest Futura 50
now enables private individuals to invest their retirement savings in
just this type of company. Until now, in most cases sustainable
pension vehicles have been the province of investment foundations.
Thanks to the new investment fund - the first of its type - investors
now have access to a flexible and transparent instrument that brings
their financial retirement goals (for example their Pillar 3a pension
savings arrangements) into harmony with their personal values.
The rating procedure is crucial for any sustainability fund. What
distinguishes the ethical and environmental evaluation process used
for Raiffeisen-Vontobel Pension Invest Futura 50 is the fact that it
is conducted systematically and autonomously by the independent
rating agency INrate. Only securities that are rated as sustainable
in this process are included in the investment universe. From this
universe, Vontobel portfolio managers select the investments that are
most attractive from a financial point of view for inclusion in the
portfolio.
With a maximum equity weighting of 50 per cent,
Raiffeisen-Vontobel Pension Invest Futura 50 is suitable for private
individuals seeking an attractive investment vehicle for their Pillar
3a savings or Pillar 2 vested benefits. The fund is geared to people
for whom ethical, environmental and social aspects are important.
Investors planning to invest in the fund should have a long
investment horizon (five or more years) and be prepared to live with
fluctuations in the price of their investment.
Units of the fund (an investment fund under Swiss law) will be
issued for the first time on 1 March 2006 at an initial issue price
of CHF 100.00. The management fee is 1.1% p.a. The subscription
period will run from 13 to 24 February 2006 (4.00 p.m.). The
custodian bank is Bank Vontobel AG, and the fund management company
is Vontobel Fonds Services AG. Subscription orders can be submitted
via any Raiffeisen Bank. Vontobel will also offer the fund to
third-party distributors and institutional investors.
Raiffeisen already has four comparably managed sustainability
funds that are ideally suited for people wishing to invest outside
tied pension schemes. For example, in January, Raiffeisen Futura
Swiss Stock received the Lipper Fund Award 2006 as the best Swiss
equity fund over three years.
Raiffeisen-Vontobel Pension Invest Futura 50 is an investment fund
under Swiss law. This media release is intended for information
purposes only and does not constitute an offer or a solicitation to
buy or subscribe to units. Investments should be made only after
carefully reading the current sales prospectus with integrated fund
regulations. Documentation is available free of charge from the Swiss
Association of Raiffeisen Banks, Wassergasse 24, 9001 St. Gallen or
Vontobel Fonds Services AG, Dianastrasse 9, 8022 Zurich.

Contact:

Franz Würth
Head of Public Relations
Raiffeisen Group
P.O. Box
9001 St. Gallen
Tel. (direct): +41/71/225'84'84
e-mail: franz.wuerth@raiffeisen.ch

Daniel Funk
Corporate Communications
Vontobel Group
Tödistrasse 27
8022 Zurich
Tel. (direct): +41/58/283'56'78