You are looking for an investment that offers you a regular income?

The withdrawal plan of Erste Asset Management offers you the following options:

  • first you have to invest in investment fund
  • specify the amount of payment you want in the future
  • indicate the payout dynamics (monthly, quarterly, semi-annual, etc.) or
  • adjust the payout annually to an index (e.g. 2% due to the expected inflation)

You can set a withdrawal plan for all investment funds that are also suitable for the savings plan.

Please bear in mind that the development of the income depends on the choice of investment fund and is subject to the fluctuations of the fund.

 

Our solutions for you

ERSTE ADRIATIC BOND

 

 

Erste Adriatic Bond fund, founded in 2013 is the largest bond fund in the Republic of Croatia with assets over 2 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.

Depending on your risk propensity, different solutions may be suitable. Our new investment solution YOU INVEST may just be what you are looking for.

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.