ETF invests exclusively in euro-denominated green and social bonds tied to renewable energy, housing, and transport projects.
Classified under Article 9 SFDR, applying strict exclusion criteria on fossil fuels, armaments, and non-Paris Agreement states.
Designed for stability with short maturities and broad diversification across issuers and countries.
UmweltBank has listed its second proprietary ETF, the UmweltBank UCITS ETF – Green & Social Bonds Euro offering investors a new way to access sustainable fixed income. The fund focuses on euro-denominated green and social bonds that channel capital into ecological and social projects such as renewable energy, energy-efficient renovations, social housing, and public transport.
Built on the Solactive UmweltBank Green & Social Bond EUR IG 0–5 Year Index, the ETF qualifies as an Article 9 product under the EU’s Sustainable Finance Disclosure Regulation (SFDR). Only investment-grade euro bonds recognized as green, social, or sustainable by the Climate Bonds Initiative are eligible. The product excludes companies involved in fossil fuels, nuclear energy, armaments, and human rights violations, while government issuers must align with the Paris climate goals.
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“With our Green & Social Bonds ETF, we are creating transparent access to bonds that meet strict sustainability criteria,” said Tobias Mötsch, investment fund securities specialist at UmweltBank. “Following the successful launch of our equity ETF last year, this is a logical next step – focusing on European issuers with high credit ratings. Thus, we are expanding our sustainable securities offering with a conservative and responsible investment option.”
The ETF invests in bonds with maturities of up to five years, aiming to balance interest rate stability with predictable risk. Its index methodology ensures broad diversification by applying strict issuer and country weighting rules, resulting in a balanced portfolio of sustainable euro bonds that combines regular quarterly distributions with measurable environmental and social impact.
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