Standard odgovornog ulaganja
Vrijedi za sve fondove društva Erste Asset Management usmjerene na odgovorno i društveno odgovorno ulaganje.
Standard odgovornog ulaganja primjenjuje se na naše odgovorne fondove i fondove s pozitivnim društvenim i okolišnim učinkom (Impact fondove). Pri odabiru ulaganja društva se procjenjuju prema definiranim kriterijima iz područja okoliša, društvene odgovornosti i korporativnog upravljanja (ESG). Kriteriji za isključenje koji se pritom primjenjuju stroži su od onih propisanih Standardom integracije. Impact fondovi dodatno su posebno usmjereni na okolišne ili društvene teme.
August 2026: Complete revision and redesign of the exclusion criteria.
November 2025: Companies - Tobacco
- The list of criteria has been updated.
- Distribution of tobacco products: max. 5% of revenues added to Responsible Funds.
September 2025: The listing of ESG Responsible funds has been updated.
July 2025: Companies - Fossil Fuels - Renaming from „Refining and liquefaction of hard coal and lignite" to „Fuels produced from coal“.
June 2025: Companies - Weapons and Armaments - Manufacturers of banned weapons and/or their essential components: Criteria has been added.
May 2025: The listing of ESG Responsible funds has been updated.
March 2025: The listing of ESG Responsible funds has been changed.
February 2025: Sovereigns - change in military expenses for the responsible funds from max. 3% to max. 4%.
Disclaimer
This document is an advertisement. Please refer to the prospectus of the UCITS or to the Information for Investors pursuant to Art 21 AIFMG of the alternative investment fund and the Key Information Document before making any final investment decisions. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.
The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to Art 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 Art 21 AIFMG, and the Key Information Document 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 fund prospectus or the Information for Investors pursuant to Art 21 AIFMG and the Key Information Document are 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.
Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to Art 21 AIFMG of the respective fund. 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.
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.