Average Performance Per Year*
We are proud to count many personal friends and family as investors in our funds. We apply the same level of diligence to managing their wealth as we apply to managing our own. We are happy to do the same for you.
Funds
Sunrise Active Opportunities
A mix of equities and alternative strategies with strong return prospects and reduced risk compared to all equity funds.
Standortfonds Deutschland
Equities only with the highest expected return in our portfolio but also the highest risk.
Sunrise Dividends and Interest
Mostly equities and bonds for a balanced risk and return profile.
Our choice for growing existing wealth
Invest in a mix of equities and best in class alternative investment strategies otherwise accessible only to institutional investors for strong expected returns with lower risk compared to all equity strategies.
Think local, invest global
The Standortfonds Österreich is a global equity fund with a focus on companies that create value in Austria. It is far less exposed to foreign currency risk than traditional global equity funds while offering superior sector diversification compared to traditional regional funds.
Diversification with daily liquidity
You want to be able to withdraw your money daily but don’t feel comfortable with an equity only strategy like our Standortfonds? In this case the Sunrise Dividends and Interest fund is right for you.
Sunrise for iOS and Android
The fastest and cheapest way to invest in Sunrise funds. No account fees, no transaction fees and zero sales and redemption charge. In-app account opening in less than five minutes.
The owner and portfolio manager of Sunrise Securities and his family are significant investors in each of the Sunrise funds, ensuring the highest level of alignment of interest.
Christian McFadden is an External Advisor and serves as Co-Portfolio Manager of the Sunrise Active Opportunities fund with a focus on the liquid alternatives space. Christian is a rare expert in the field with over 20 years of experience. Christian and Thomas first met at Stanford.
Elisabeth Hammer is a managing director of Sunrise Securities responsible for risk management. She leads the company's work with a number of independent outside consultants to ensure the highest level of regulatory compliance at Sunrise Securities.
Thomas Niss is the founder, owner and portfolio manager of Sunrise Securities. He makes the final decisions about the investments made by the funds. He graduated from Stanford Business School in 2006 and has been involved in investments ever since.
Hover over the images of our core team or the logos of our partners to find out more about them.
Find the right strategy
FAQ
The product level costs (the costs which are charged on the fund level including the management fee and the fee for the mandatory service providers including the custodian and the respective fund's auditor as well as the transaction fees paid by the fund for buying and selling assets) are detailed in the general information documents available on the IQAM Invest website. In addition to the product level costs, which are reflected in the fund price and thus are not charged separately to your investment account, there are no costs for investing in Sunrise funds via the Sunrise app which provides free account management and does not charge any type of transaction fees. You are free to buy and sell as often as you want at no charge and there is no minimum holding period. Sunrise Securities also takes care of the taxes for individual investors residing in Austria and Germany investing in Sunrise funds via the Sunrise app. Only in case of special circumstances, like the transfer of accounts between parties, we may ask for a refund of our costs.
fondsweb.de has good data comparing the performance of our Standortfonds with other investment products.
Sunrise Securities is an EU investment firm regulated by the Austrian financial market regulator, the FMA Finanzmarktaufsicht. IQAM Invest, a 100% subsidiary of Germany's DEKA Invest, is the administrator of the funds, responsible for generating all legally mandated documents. The portfolio management of the funds has been delegated to Sunrise Securities. Should Sunrise Securities become incapacitated to perform its duties, IQAM Invest would step in. The funds are domiciled in Austria. Under Austrian law the funds are legal entities which belong to the holders of its units. They do not become part of the assets of the company administrating the fund, or the company holding the financial instruments the funds invest in, nor the company making the investment decisions. In respect to the investment accounts administered by Sunrise Securities, the data is kept at data centers in Luxembourg regulated by the Luxembourg financial market authority, CSSF. The combined units are held in custodial accounts provided by Raiffeisenbank International AG (RBI) in Austria. This structure enables strong independent governance procedures which are provided by inhouse risk management and a number of outside service providers for compliance, internal audit, external audit and accounting. In respect to the risk involved with investing in the funds managed by Sunrise Securities, please refer to the fund level documentation provided on the website of IQAM Invest. As always we need to remind you that past returns are not a reliable indicator for future returns.