Financial planning and wealth building.

You are looking for an investment that is suitable for the long-term building of wealth? If you are interested in financial planning and the wealth building, we have solutions available that combine different asset classes. For example, we combine the growth opportunities of equities with the yields of fixed-income securities. Through active management, the fund manager can switch into fixed-income securities if share prices are stagnating or falling, and s/he can shift the focus back to equities once the equity market has entered an upward phase again. Different strategies are available for different risk types.

YOUINVEST

YOUINVEST

You invest are balanced funds that invest in bonds, stocks, deposits and other financial instruments with three strategies Solid, Balanced and Active. Depending on the individual needs of each client and risk preferences, the fundamental difference between funds is reflected in the equity market exposure; Solid 0-10%, Balanced 0-30% and Active 0-50%.

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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 44/2016).

The fund prospectus and key information for investors 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.