Equity funds
Good risk diversification
Investing in equity funds
When investing in individual shares and companies, you should constantly monitor and actively manage your portfolio. Many investors find the necessary research too complex and time-consuming.
Equity funds allow you to invest in a multitude of individual shares that have been selected for you by professionals. This broad diversification reduces the risk associated with individual shares.
ERSTE ADRIATIC EQUITY
Erste Adriatic Equity is a fund for investors who expect higher returns on invested assets, which is why they are willing to invest their assets over a longer period of time, have greater risk tolerance and are aware of risk that is connected when investing in stocks and other risk instruments. The Fund's objective is to increase the value of shares over a longer period of time, by creating a portfolio that will invest most of the assets in Croatia, Central and Eastern Europe and other developing countries.
ERSTE QUALITY EQUITY
The Erste Quality Equity fund is a feeder fund that strives to achieve its investment goal by permanently investing at least 85% of its assets in the Main fund (Erste Stock Quality). The main goal of the Main Fund is to increase the value of the shares over a longer period. At least 51% of the assets of the Main Fund will be exposed to shares listed on the stock markets of developed countries. The main fund can invest in companies with small, medium, and large market capitalization, as well as in significant, internationally known companies (blue chip stocks).
ERSTE GREEN EQUITY
Erste Green Equity is a feeder fund that invests at least 85% of its assets in the Main Fund Erste Green Invest. The main goal of the Main Fund is to increase the value of the shares over a longer period by creating a portfolio that will invest at least 51% of its assets in shares of companies around the world that significantly contribute to environmental protection, thus being classified as sustainable investments. The selection of stocks is focused on companies that are primarily active in the areas of climate protection, adaptation to climate change, energy and water conservation, waste reduction and recycling, pollution mitigation and protection of healthy ecosystems.
ERSTE FUTURE EQUITY
Erste Future Equity is a feeder equity fund, which invests at least 85% of its assets in the Erste Future Invest Main Fund. The Main fund's investment goal is to achieve returns through long-term investments on global stock markets, and when choosing investments, it is guided by topics whose importance could be significant in the future (e.g. health, technology and innovation, environment and clean energy sources, lifestyle and developing markets).
ERSTE BEST OF WORLD
Erste Best of Word - the fund invests in equity funds that invest in individual issuers, which achieves a broad diversification of shares globally, regionally and sectorally. Fund selection is based on qualitative and quantitative criteria. Global investment achieves a balanced ratio of return and risk. The fund is suitable for long-term capital acquisition.
Equity funds
Important information: Please note the disclaimer and legal notes at the bottom of each fund page. Further information and documents, as well as important legal information on the respective fund, in particular specific information on funds managed by other management companies, can be obtained by clicking on the fund name in the fund overview above.
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Disclaimer
This document is an advertisement. Unless indicated otherwise, data source is Erste Asset Management Ltd. Our languages of communication are Croatian and English. The prospectus (and any amendments to the prospectus) has been published in accordance with the open-end investment funds with a public offering (Official Gazette 44/16, 129/19 i 110/21, 76/22).
Before making a final investment decision, see the prospectus and rules of the fund that are available to all interested parties free of charge, at the management company as well as in all offices of the Depositary. The exact date of the last publication of the prospectus, languages in which the key information for investors are available, as well as information about other places where these documents are available are published on the website www.erste-am.hr.
This document serves as additional information for our investors and is based on the knowledge of the person responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite.
Past performance is not a reliable indicator of the future performance of a fund. Please note that historical return is not a reliable indicator of the future development of the fund. Please pay attention to the fact that investment in securities other than described seems to bring about the risks. Share price and yield may rise as well as fall.