Security Kag

What Security Kag does

Security Kapitalanlage AG (doing business as Security KAG) is an Austrian investment fund management company (Kapitalanlagegesellschaft) founded in 1989 and headquartered at Burgring 16, 8010 Graz, registered with the Regional Civil Court Graz under company number FN 37724 b. The firm manages 63 distinct investment funds spanning equity, bond, mixed-allocation, and specialist institutional strategies, and is primarily targeted at institutional investors in Austria and Germany. Security Kapitalanlage AG is a wholly-owned subsidiary of Schelhammer Capital Bank AG, itself part of the GRAWE Bankengruppe; this ownership provides captive distribution through the parent banking network alongside external Austrian/German banking channels, and the firm is supervised by Austria's FMA under InvFG 2011 and AIFMG authorizations.

The product platform is organized across multiple branded series. The Apollo family includes traditional and ESG-classified equity funds (Apollo Aktien Global ESG, Apollo Emerging Markets Equity, Apollo Enhanced Global Equity, Apollo European Equity, Apollo Multi-Factor Global Equity, Apollo Balkan Equity, Apollo Dynamisch, Apollo Styrian Global Equity), bond funds (Apollo 2 Global Bond, Apollo Enhanced Corporate Bond, Apollo Euro Corporate Bond ESG, Apollo Euro High Grade Bond, Apollo Global Bond ESG, Apollo High Yield Bond ESG, Apollo Muendel Bond ESG, Apollo New World ESG, Apollo New World), and mixed-allocation funds (Apollo Ausgewogen, Apollo Konservativ). The Schelhammer Capital sub-brand distributes eight equity, bond, and portfolio funds under the parent bank's name. The SUPERIOR series offers ethically screened bond, equity, and mixed funds; Value Investment Fonds, Dachstein Trend Plus, FarSighted, and Managed series round out the retail-accessible lineup. Apollo 100/14/17/32G/54/62 institutional large-investor funds and 16 special/specialist funds (Aetornum, AN26, Apollo 32, Apollo Basis, Apollo 35, Apollo 51, Apollo E, Apollo KLV 1, Apollo O PS, MAPA, Martinus, S2, Skywalker25, SUPERIOR A, SUPERIOR Spezial ST, SUPERIOR St. Georgen) are restricted to qualified investors. Across the lineup, Security KAG applies a systematic, science-based investment process using empirically validated factors (Quality, Value, Momentum), equal-weighted portfolio construction in flagship ESG strategies, and rule-based portfolio management; multiple funds carry Article 8 SFDR classification alongside Austrian Umweltzeichen UZ49, FNG-Siegel, FINANKO, and EKD ethical certifications.

The business model is recurring management-fee based, with revenue generated on AUM across UCITS funds under InvFG 2011 and alternative investment funds under AIFMG. Distribution runs primarily through the GRAWE banking group and Schelhammer Capital Bank in Austria, with selected funds also approved for public distribution in Germany and serviced via Liechtensteinische Landesbank (Österreich) AG as depositary. Marketing is content-driven and anchored by industry recognition — the firm won the Scope Award 2026 'Best Asset Manager Universalanbieter Österreich' (the 'Königsdisziplin' category), received the maximum 5-star rating and Top-100 ranking in WirtschaftsWoche's 'Beste Fondsgesellschaften 2026' (out of 1,181 providers), achieved Top-10 (Top-2 Spezialisten, 60/60 fund-quality points) in Capital Fonds-Kompass 2026, won LSEG Lipper Fund Awards (Apollo Enhanced Corporate Bond, Apollo Balkan Equity), and ESG Fund Award 2026 Gold status (Apollo High Yield Bond ESG, 11th of 1,688 sustainable funds). A differentiator is the Social Tranches initiative, under which a portion of management fees from seven designated funds flows into a dedicated fund supporting social, ecological, and scientific projects — Security KAG is the most-represented issuer in a Fair Finance Institute DACH study on donation-component funds (36 DACH funds, €8.3B AUM, €27.9M mobilized), with named academic and civil-society partners including the Wegener Center for Climate and Global Change (University of Graz), LebensGroß (Hobby Lobby Graz), and Verein Bewegte Schule.

Name

Security Kag

Legal name

Security Kapitalanlage AG

Website

https://securitykag.at

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Security Kapitalanlage AG (Security KAG) is an Austrian fund management company, founded 1989 and headquartered in Graz, that manages 63 investment funds for institutional investors in Austria and Germany as a wholly-owned subsidiary of Schelhammer Capital Bank AG within the GRAWE Bankengruppe.

Ownership category

akta.pro rank

Headquarters

HQ city

Feldkirchen Bei Graz

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Fund Management Fees: Security KAG generates revenue through management fees charged on its 63 investment funds. The funds span bond funds, equity funds, and mixed allocation funds for institutional and retail investors. The company is authorized under Investment Fund Act (InvFG 2011) and Alternative Investment Fund Manager Act (AIFMG) to manage both UCITS and alternative investment funds.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Security KAG manages 63 investment funds across bond, equity, mixed-allocation, institutional large-investor, and special-fund categories for professional and institutional investors in Austria and Germany. It applies a systematic, science-based investment process using empirical factor models (Quality, Value, Momentum) and equal-weighted portfolio construction, and offers one of the DACH region's broadest ranges of certified sustainable/ESG funds alongside a proprietary Social Tranches donation-component feature.

Product overview

Security KAG operates as a fund management company (Kapitalanlagegesellschaft) managing 63 distinct investment funds across multiple asset classes and investor segments. The portfolio is organized into three main categories: standard public funds (Apollo, Schelhammer Capital, SUPERIOR, Value Investment, Dachstein Trend Plus, FarSighted, and Managed series), institutional large-investor funds (Apollo 100, 14, 17, 32G, 54, 62), and special funds (Aetornum, AN26, Apollo 32, Apollo Basis, Apollo 35, Apollo 51, Apollo E, Apollo KLV 1, Apollo O PS, MAPA, Martinus, S2, Skywalker25, SUPERIOR A, SUPERIOR Spezial ST, SUPERIOR St. Georgen). The Apollo bond fund family includes traditional and ESG variants (Apollo 2 Global Bond, Apollo Enhanced Corporate Bond, Apollo Euro Corporate Bond ESG, Apollo Global Bond ESG, Apollo High Yield Bond ESG, Apollo Muendel Bond ESG, Apollo New World ESG), while the Apollo equity family spans global, regional, and thematic strategies (Apollo Aktien Global ESG, Apollo Emerging Markets Equity, Apollo Enhanced Global Equity, Apollo Multi-Factor Global Equity, Apollo Balkan Equity). The Schelhammer Capital sub-brand offers Article 8 SFDR-compliant equity, bond, and multi-asset portfolio funds, and the SUPERIOR series provides ethically screened bond, equity, and mixed funds with Austrian Umweltzeichen UZ49 and FINANKO certifications.

Differentiator

Problem solved

Functional benefit

Products and services

• Apollo Bond Fund Family
• Apollo Equity Fund Family
• Apollo Mixed Allocation Fund Family
• Apollo Institutional Large-Investor Funds
• Apollo Special Funds (Spezialfonds)
• Schelhammer Capital Fund Sub-Brand
• SUPERIOR Ethical Fund Series
• Value Investment Fonds Series
• Dachstein Trend Plus
• FarSighted Portfolio Funds
• Managed Fund Series
• Social Tranches Donation-Component Funds

Quantifiable outcome

• Apollo Enhanced Corporate Bond: 'Best Fund over 3 Years' in 'Bond Global Corporates EUR' category in Germany and Austria
• +3 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered minor and core.

• Verein Bewegte SchuleminorStrategic or Co-development Partner · 1 January 2026Social Tranches initiative partner. Supports 'Die Bewegte Schule' project bringing structured daily physical activity into Austrian primary school classrooms. Security KAG provided €14,000 to enable implementation at four additional schools.
• Fair Finance InstitutecoreStrategic or Co-development Partner · 1 January 2026Security KAG was a major sponsor of the Fair Finance Institute's pioneering study on funds with donation components in the DACH region. Seven Security KAG funds are included in the study, which analyzed 36 funds totaling €8.3 billion and €27.9 million mobilized for social and ecological projects.
• Wegener Center for Climate and Global Change (University of Graz)coreStrategic or Co-development Partner · 1 January 2023Three-year partnership through Social Tranches initiative. Funding supports climate research projects, scientific publications, and academic talent development. Research focuses include climate protection management, greenhouse gas emissions monitoring, and the GCCI|ClimateTracer data portal.
• LebensGroß (Hobby Lobby Graz)minorStrategic or Co-development Partner · 1 January 2023Social Tranches initiative partner. LebensGroß operates Hobby Lobby Graz, providing free educational and recreational programs for children from disadvantaged backgrounds. Security KAG's support helps fund Youth Leaders Program for teenagers aged 13-17.
• Liechtensteinische Landesbank (Österreich) AGcoreOthersServes as the depot bank (depositary/custodian) for Security KAG's funds, providing securities custody and settlement services. Located at Heßgasse 1, 1010 Wien.

Scale indicators7 records

Recent moves11 records

Expansion highlights4 records

Others

• Union Investment:

Broad incumbents

• Deka Investment: German asset manager owned by the Sparkassen-Finanzgruppe; one of the largest German fund platforms offering equities, bonds and multi-asset funds with deep ESG integration — broader incumbent competing for the same institutional and savings-bank-distributed retail flow.
• BlackRock: World's largest asset manager with broad iShares and active fund offerings, including strong ESG/sustainable product lines — broader incumbent defining pricing and ESG standards across European institutional channels where Security KAG competes.
• Allianz Global Investors: Global asset manager with a large European institutional and retail fund franchise across active equities, fixed income and ESG strategies — broader incumbent competing for the same DACH institutional mandates.

Direct peers

• MEAG (Munich ERGO Asset Management): German asset manager owned by Munich Re; manages institutional and retail multi-asset, equity and ESG funds with a similar systematic/quant orientation — relevant peer in the German institutional channel.
• Erste Asset Management: Austrian UCITS and AIF manager and the largest domestic competitor; runs a broad multi-asset, equity and ESG fund shelf across institutional and retail channels in Austria, CEE and Germany — directly comparable product set and customer base to Security KAG.
• Ampega Investment GmbH: German fund manager owned by the Talanx/HDI group; runs a multi-asset, ESG and special-fund platform with strong institutional focus — directly comparable in size, mandate mix and ESG orientation to Security KAG.
• KEPLER-Fonds Kapitalanlagegesellschaft mbH: Austrian fund manager within the Sparkasse Oberösterreich group; operates UCITS and special funds with both retail and institutional distribution — direct Austrian peer with similar captive-bank distribution dynamics.
• Semper Constantia Invest GmbH: Austrian investment firm that absorbed the Capital Bank Opportunities mandate from Security KAG in 2017; comparable Austrian fund-management peer with institutional and special-fund capabilities.
• Raiffeisen Kapitalanlage (Raiffeisen KAG): Austrian fund management company within the Raiffeisen banking group; manages mixed, equity, bond and pension/retail funds with a similar institutional + retail distribution model via the Raiffeisen bank network — direct Austrian peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/security-kag

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Security Kag