About Us

Our success story in the Austrian fund market

Founded in 1998, KEPLER has quickly become one of the important fund managers in Austria. Currently we are on of the top among 21 Austrian investment companies. Assets under management have been growing rapidly and as of March 2017 we are responsible for EUR 14,41 billions invested in 132 funds. Our service covers mutual as well as institutional fund management. The business area "portfolio management" completes our wide field of activity in Austria and Germany. Our customers benefit from a team of about 90 experienced employees.

KAG Gesamt

 

Management Board

Andreas Lassner-Klein, Dr. Robert Gründlinger, MBA and Dr. Michael Bumberger
KEPLER-FONDS KAG Chief Executives

Contact

KEPLER-FONDS KAG
Europaplatz 1a
4020 Linz
Tel.: +43(0)732/6596-25314
Fax: +43(0)732/6596-25319

 

The KEPLER-FONDS KAG established for investor complaints an effective and transparent procedure:

Procedures for handling investor complaints
 

KEPLER Facts

History

  • Asset Management since 1991, as a department of the Raiffeisen Landesbank Oberösterreich Investment Company since 1998

 

Ownership

Ownership

 

Market Postion

  • One of the top 4 Austrian investment companies
  • Assets under management: about EUR 14,25 billions

 

Our range of products

Mutual funds

We offer individual concepts to come up to your personal expectations. Our comprehensive range of mutual funds provides each type of investor a suitable solution - from fixed income funds to balanced funds as well as profit-yielding equity funds.

Detailed information about our wide range of funds is only a mouse-click away: Prices and Performance

Portfolio management

  • Financial planning for your assets: a special offer for investments over EUR 50.000.
  • Individual and professional asset management for demanding investors.

Institutuional funds

  • Solutions - especially adapted for institutuional investors
  • Fund management according to your conditions and principles
  • Investment meetings with personal reporting
  • Password protected internet-access

As one of the first Austrian investment companies KEPLER meets globally accepted Investment Performance Standards (GIPS) that guarantees an uniform, fair and comparable demonstration of our performance and a complete transparency on a company wide basis.

For further information on our products please contact us: E-Mail: info@kepler.at

  Risk information and exclusion of liability
This document is a marketing communication prepared by KEPLER-FONDS Kapitalanlagegesellschaft m.b.H. (KEPLER-FONDS KAG), 4020 Linz, Austria. It was not prepared in compliance with the Austrian regulation aiming at encouraging the independence of the financial market analyses and all German legal provisions to ensure impartiality of the financial market analyses respectively. Therefore this document is not subject to any ban on dealing subsequently to the providing of financial market analyses. This marketing communication is neither an investment advisory service nor a recommendation to buy or sell nor an offer or an invitation to submit an offer to buy or sell financial instruments or other investments. The details, analyses and forecasts in the document are based on the state of knowledge and the assessment of the market at the time when the document was prepared – subject to changes and amendments. KEPLER-FONDS KAG neither assumes any liability for the accuracy, currentness and completeness of the data contained nor that forecasts will occur. The contents are without obligation. The same applies to the content of any website to which is referred by hyper link. Since every investment decision requires individual adjustment to the personal situation (e.g. readiness to assume risk) of the investor, this information does not replace personal advice and information about risk within the framework of a personal consultation. We expressly point out that financial instruments and other investments may lead to considerable risks. Statements concerning performance relate to the past and therefore do not represent a reliable indicator of future trends. In case of non-euro investments, currency fluctuations may either increase or reduce the performance. Tax obligations may result from the investment depending on the respective, personal circumstances of the investor and may be subject to future changes. Accordingly, this information cannot substitute the individual advice of the investor by a tax consultant. The limited tax liability of non-residents in Austria doesn’t implicate an exemption from taxation in their country of residence. Performance is determined on the basis of published net asset values using the Oesterreichische Kontrollbank AG method. Attention is expressly drawn to the fact that the composition of fund assets can alter in conformity with statutory regulations. Within the scope of the portfolio strategy of investment funds substantial investments may be made in investment funds, bank deposits or derivatives as well as a reproduction of an index might be intended. Funds may show increased fluctuations in value (volatility). In line with the fund provisions, approved by the Austrian Financial Market Authority (FMA), issuers can be specified, that can be weighted by more than 35% of the funds value. Market-related low or negative returns of money market instruments or bonds may influence the net asset value of investment funds in a negative way or might not be sufficient to cover the ongoing charges. Current Prospectuses (with regard to UCITS) and the Key Investor Information Document (KIID) are available free of charge in German at KEPLER-FONDS KAG, Europaplatz 1a, 4020 Linz, at distributors and at www.kepler.at. Detailed risk notice and exclusion of liability are available at www.kepler.at