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Do have a specific investment idea or want to implement your own opinion directly? You appreciate the transparency of investment funds and the permanent tradability and availability of the capital? 

ERSTE ADRIATIC BOND

 

 

Erste Adriatic Bond fund, founded in 2013  with assets over 1,7 billion HRK under management. Investing in Erste Adriatic Bond is intended for all investors who want to invest their assets over a medium to long investment period, regardless of whether they are individuals, companies or financial institutions.

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 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).

YOU INVEST GREEN

YOUINVEST

You invest green are mixed funds that invest in bonds, stocks, deposits, investment funds 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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Do you have questions or would like to get more information?

Your advisor at Erste Bank or Sparkasse is happy to help you.

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Disclaimer

This document is an advertisement. All data is sourced from Erste Asset Management GmbH, unless indicated otherwise. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH, pursuant to the provisions of the AIFMG in connection with the InvFG 2011.

The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the  web site www.erste-am.com within the section mandatory publications  or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the key investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.

The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.

This document serves as additional information for our investors and is based on the knowledge of the staff 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 investments in securities entail risks in addition to the opportunities presented here. The value of shares and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your shares. Persons who are interested in purchasing shares in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of fund shares to American citizens. Misprints and errors excepted.