R&B Equity Funds
Investment philosophy
We place the highest value on the interests of our equity fund investors and actively manage our equity funds in order to realise even the smallest market opportunities in a profitable or risk-reducing manner.
3 x Highest Rating Lipper Leaders
Rare as a four-leaf clover. The world's most highly regarded fund rating ‘Lipper Leaders Rating’ shows the highest rating for the R&B Aktien Global Aktiv fund in all three performance categories ‘Total Return’, ‘Consistent Return’ and ‘Preservation’ in the period since the fund was launched. This makes our global equity fund one of the best equity funds in Austria and Germany.
R&B Aktien Global Aktiv
The R&B Aktien Global Aktiv fund (ISIN AT0000A2HTY1) is a globally diversified equity fund. Its investment focus is on shares in first-class, highly capitalised companies with reliable growth, high profitability and stability. The fund is currently invested in more than 1,000 large, promising companies worldwide. It is aimed equally at private and professional investors. The fund is a two-time winner of the Austrian Fund of Funds Award for the best performance taking risk into account in the Global Equities category. His ISIN is AT0000A2HTY1 and can be purchased at any bank in austria or through us at preferential conditions.
R&B NEXT Active
Technology stocks form the heart of the R&B NEXT Active fund. This is because they have the potential to offer solutions to urgently pressing issues or to further accelerate trends. These include the transition to the cloud, the advance of artificial intelligence, the expansion of 5G infrastructure, the spread of electric and autonomous vehicles and the transition to the digital economy.
Europe's largest and most important fund portal ‘FONDS professionell’ rates the R&B NEXT Active with the best possible rating of "6 stars". This puts the R&B NEXT Active among the top 10% of actively managed investment funds of all domestic and foreign banks and fund companies according to the rating definition. His ISIN is AT0000A2R9M9 and can be purchased at any bank in austria or through us at preferential conditions.
"Outstanding" performance
The relatively young R&B Wealth Management has been awarded the Austrian Fund of Funds Award three times in recent years. The number of first places in the main category of equities achieved by equity funds managed under the leadership of Roland Rupprechter (today CEO of R&B Wealth Management) in the history of the awards ceremony is six. This is a record in Austria.
The Austrian Fund of Funds Awards presented by GELD magazine have been the most important awards in the Austrian fund industry for more than two decades. They award the best of the best in terms of consistently strong, risk-adjusted performance. This recognition honors our excellent performance since the company was founded. For investors, this award is further evidence that R&B Wealth Management is one of the best asset managers in Austria.
Awards and successes from our R&B Aktien Global Aktiv Funds
Best Advice
Always being invested in line with current market expectations, rapid and efficient adaptation of your existing or planned special fund to new market conditions and active monitoring of investment risks are the key components of our fund advisory service.