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Brookfield

About the company

Brookfield Asset Management is a Canadian asset manager specialising in alternative investments. The portfolio includes investments in essential infrastructure (major bridges, airports, dams, port facilities, railways, tunnels, power grids, etc.), commercial real estate in metropolitan areas, private companies and investments in the energy sector, with a focus on renewable energy.

ISIN: CA11271J1075

Sector: Financial service providers

Year of foundation: 1899

MSCI-ESG Score: AA

About the company

Microsoft is a leading global technology company headquartered in Redmond, Washington, USA. Founded by Bill Gates and Paul Allen, Microsoft has made a name for itself with products such as the Windows operating system, the Office software suite and the Xbox games console. The company is also active in the areas of cloud computing with Azure, artificial intelligence and hardware such as the Surface series.

ISIN: US5949181045

Sector: Software and hardware

Year of foundation: 1975

MSCI-ESG Score: AA

About the company

BAWAG Group AG is a listed bank headquartered in Vienna, Austria. It serves approximately 2.1 million private, SME, corporate and public sector customers in Austria, Germany, Switzerland, the Netherlands, Western Europe and the USA.

ISIN: AT0000BAWAG2

Sector: Financial services

Year of foundation: 2005

MSCI-ESG Score: AAA

About the company

Pentair is a global company based in London, UK, specialising in water treatment solutions. The product portfolio includes pumps, filters and water treatment systems for domestic, commercial and industrial applications. Pentair emphasises sustainable solutions and innovation in water technology.

ISIN: IE00BLS09M33

Sector: Industrial manufacturing

Year of foundation: 1966

MSCI-ESG Score: AAA

About the company

Colgate-Palmolive is a multinational corporation headquartered in New York City, USA. The company was originally founded by William Colgate as a soap and candle factory and has developed into a leading supplier of household and personal care products. Its well-known brands include Colgate (dental care), Palmolive (soaps and shampoos) and Ajax (cleaning products).

ISIN: US1941621039

Sector: Consumer goods

Year of foundation: 1806

MSCI-ESG Score: A

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Performance in comparison

Conservative

Defensive

Balanced

Dynamic

Offensive

Performance since 2020

11,57%

19,54%

21,77%

26,76%

34,88%

Performance p.a.​

2,07%

3,40%

3,76%

4,55%

5,77%

MiFID II Risk class

4

5

5

5

6

Key figures

Performance since 2020

23.30%

Performance p.a.

4.28%

MiFID II risk class

5

Performance before costs and taxes since 2020; the figures for 2020-2021 are based on back calculations of the model portfolios; status of all data: 30.04.2025

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