Fund search

Fund Family

Erste Asset Management offers four different families of funds:

  • Traditional funds invest globally in equities, for example, or solely in European government bonds. This fund family also includes mixed funds.
  • Responsible funds invest according to ecological and/or social criteria. These investments are also called ESG funds, which stands for “Environmental, Social, and Corporate Governance”. ESG focuses on sustainability in business.
  • YOU INVEST‐Fonds: funds are investment solutions with three different risk levels that are offered with extensive additional information and communication options.
  • Cooperation funds are sold and/or managed by our partners and are administered by ERSTE-SPARINVEST Kapitalanlagegesellschaft m.b.H., Erste Asset Management GmbH, or RINGTURM Kapitalanlagegesellschaft m.b.H.

Investment Region

Here, the fund can focus on a specific region or country, for example on developed markets or on emerging markets.

Bond Focus

The investment fund can focus on a particular bond segment, for example government bonds.

Risk/Holding Period

The indicated risk and the recommended holding period for our investment funds are based directly on the Synthetic Risk and Return Indicator (SRRI). At an SRRI of 1 or 2, the recommended holding period is at least 2 years, and the risk is assessed as low. At a level of 3 to 6, a holding period of at least 6 years is recommended (moderate or medium risk). Funds can also be classified as having a high level of risk, with a recommended minimum holding period is 8 years. The fund is classified solely on the basis of the SRRI. This is not a reliable indicator of future performance and can change over time. A classification in category 1 does not mean that the investment is risk-free.

Pension Fund

The search here is limited to the funds that explicitly meet the special requirements of the Austrian Pension Fund Act (Österreichisches Pensionskassengesetz) according to their fund terms and conditions.

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

Contact

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