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ESG mainfirst Fund classification
(As of: June 2023)

  • No MainFirst fund at present
  • No MainFirst fund at present

product classification under the SFDR

As forward-looking, active asset managers, we are aware of our social responsibility. Sustainability is one of MainFirst’s core concerns. ESG factors are thus major considerations when investing and generate lasting positive added value for the company, for investors and for investments.

When defining sustainable strategies MainFirst follows the approach used by Bundesverbandes Investment und Asset Management e.V. (BVI) and classifies strategies under the categories of Basic, ESG and Impact:


BASIC (Art. 6 SFDR)

    • ESG opportunities/risks taken into account according to the "ESG integration criteria"
    • Integration approach disclosed


ESG (Art. 8 SFDR)

    • Dedicated ESG strategy
    • Minimum exclusions


IMPACT (Art. 9 SFDR)

    • Impact-based investments
    • No severe breaches of UN Global Compact

New investment funds that comply at least with the requirement ESG (Article 8) will be designed and launched. The invested assets we manage are allocated to the category “ESG” if a dedicated ESG strategy is implemented and minimum exclusions are complied with. Minimum exclusions for ESG classification and thus for the category “Article 8 SFDR” include:

Minimum exclusions for companies

    • Manufacture and/or sale of munitions >10% of revenues
    • Zero tolerance for

· Cluster munitions (Oslo Convention)
· Anti-personnel mines (Ottawa Convention)
· B and C weapons under the relevant UN conventions

    • Tobacco production > 5% of revenues
    • Manufacture and/or sale of coal >30 % of revenues
    • Serious breaches of the UN Global Compact (without positive perspective)

Minimum exclusions for governmental issuers

    • "Not free” countries according to the Freedom House Index

Impact-based funds also require a high minimum share of sustainable investments, in addition to the above categories.

General exclusions

MainFirst has devised a negative catalogue setting out criteria according to the “exclusionary principle” for establishing when investment is prohibited. The company commits to minimum standards:

    • MainFirst does not invest in companies that violate UN conventions on cluster munitions, or any financial products issued by them.
    • In addition, MainFirst does not invest in armaments. This prohibition covers companies that earn at least 50% of their revenues from military contracts.
Awarded - by independent ESG label

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The information and content on this website do not represent a public offer or an invitation to submit an offer for the acquisition of securities, fund units or financial instruments. An investment decision concerning the products represented here should be made solely on the basis of the relevant sales documentation (prospectus, Key Investor Information Document, semi-annual and annual reports) and under no circumstances on the basis of this website. The products described on this website may not be offered for sale in all countries and are in any case reserved for the group of investors entitled to purchase the products. The information and content on this website are therefore not aimed at natural persons or legal entities whose residence or registered office is subject to legislation that imposes restrictions on the dissemination of such information. Natural persons or legal entities whose residence or registered office is subject to foreign legislation should obtain information about the restrictions in question and take them into account accordingly. In particular, the information contained on this website is not intended for the USA. US citizens as defined in Regulation S of the US Securities Act of 1933 and legal entities based in the USA shall be prohibited from accessing this website. Nor may information provided on this website be disseminated or transmitted in the USA. The products listed here are not, and shall not be, registered under the US Securities Act of 1933; authorisation for trading in these products pursuant to the US Commodities Exchange of Act 1936 has not been obtained. The products may not be sold or offered in the USA, to US citizens or to legal entities based in the USA.

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