ÖKOWORLD

DB: VVV3

Market Cap€197.6m

Last Close €64.8

ÖKOWORLD Group’s business is focused on asset management, insurance brokerage and advisory services. It is one of Germany’s pioneers in socially responsible investing (SRI) and ethical-ecological investment advice and was founded in 1975. It preserved its successful core investment principles and reached AUM of over €1.3bn at end-June 2019.

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Investment summary

ÖKOWORLD (ÖWAG) is rapidly expanding its assets under management (AUM), predominantly by attracting new capital. Socially responsible investing (SRI) is gaining in popularity and the robust performance of ÖWAG’s five funds (one-year return in the 28.7–54.6% range) may appeal to investors. In H121, ÖWAG’s funds reported €577.7m of net capital inflow, which led to high management and performance fees (revenue up 229% y-o-y) and a net profit of €33.9m versus €8.5m in H120. AUM has continued to rise post the reporting date; at end-August it stood at €3.8bn, representing a further 10% increase since the end of H121.

Content on ÖKOWORLD
Oekoworld – Rapid growth in scale
Financials | Update | 1 October 2021
ÖKOWORLD – Growing interest in its offering
Financials | Update | 16 September 2020
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Share price graph
Price performance
%
1m
3m
12m
Actual (26.7) (34.7) 42.1
Relative* (27.4) (35.2) 26.6
52-week high/low €112.0/€44.2
*% relative to local index
Key management
Alfred Platow CEO