ERSTE EQUITY RESEARCH
Future-oriented investment in equities
Investment in quality shares.
The ERSTE EQUITY RESEARCH fund aims to identify the most successful companies and combine them in a concentrated portfolio. With this fund you can rely on the know-how and experience of the equity specialists in the Erste Group. The fund invests in so-called quality stocks. These are shares in companies that have sound finances, profitable and stable business models and positive growth prospects. The aim of the stock selection process is to generate above-average capital growth of the equity investments over the long term.
Please note that investing in securities entails risks as well as the opportunities described above.
Quality shares as an investment strategy
Opportunity for value appreciation
Your money is invested in promising sectors.
Quality shares
You invest in a concentrated portfolio consisting of quality shares.
Broad diversification
Risk diversification through broad diversification across several countries and sectors.
Price fluctuations
The price of the fund can fluctuate significantly due to various influencing factors.
Exchange rate changes
Due to the investment in foreign currencies, the fund value may be adversely affected by changes in exchange rates.
Capital loss possible
Capital loss is a possible consequence of investing in the stock market.
Why invest in shares?
In the long term, shares are one of the most profitable asset classes on the capital market. However, high returns naturally also come with higher risk. While successful companies report rising share prices, the opposite is true for losers.
Therefore, in addition to the decision to invest in shares, the way in which you invest is also decisive for the success of your investment.
Which companies are invested in?
Here you will find a description of 7 selected companies in which ERSTE EQUITY RESEARCH is currently invested.
The companies listed have been selected as examples and do not constitute an investment recommendation. There is no guarantee that the securities will be permanently included in the portfolio.
Alphabet
Alphabet is certainly better known to many investors as Google. In October 2015, the search engine provider separated its web activities from its other businesses and combined all business units under one holding company umbrella. This will allow the individual parts of the company, such as the web business (still under the name Google) or the development of self-driving cars and solutions in the field of artificial intelligence, to operate more independently as individual subsidiaries.
Amazon.com
Amazon.com is a well-known online retailer.
The majority of its revenue comes from online sales. The company also operates in other important areas such as video streaming, e-book readers, tablets, and Alexa voice technology. The fastest-growing segments are its cloud services, known as “Amazon Web Services,” and online advertising. In February 2019, Amazon.com opened its first distribution center in Austria, located in Großebersdorf, Lower Austria. From there, deliveries are made to the surrounding areas, including Vienna.
Apple
Apple Inc. was founded in 1976 by Steve Jobs, Steve Wozniak, and Ron Wayne. Since then, it has become one of the world’s leading technology companies. Apple is headquartered in Cupertino, California. The company is known for its innovative products, including the Macintosh, iPod, iPhone, iPad, and Apple Watch. To date, more than 2.3 billion iPhones have been sold worldwide. In Austria, around one-quarter of the population uses Apple’s iOS operating system.
Microsoft
Microsoft Corporation was founded in 1975 by Bill Gates and Paul Allen. It is one of the world’s leading technology companies, headquartered in Redmond, Washington. Microsoft is best known for its Windows operating system and also offers the Office software suite. Other well-known products include Microsoft Surface tablets and the Xbox gaming brand. In Austria, three out of four people use Microsoft’s operating system on their computers.
Netflix
Netflix was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. Originally launched as an online DVD rental service, the company evolved in 2007 into one of the world’s leading streaming platforms. Netflix offers a wide range of movies, series, and documentaries, including many original productions. In Austria, about one in three people use Netflix.
Uber
Uber was founded in 2009 by Garrett Camp and Travis Kalanick in San Francisco. It started as a limousine service and quickly grew into a global provider of ride-hailing services. Today, Uber offers a variety of services, including UberX, Uber Black, Uber Eats, and Uber Freight. In Austria, Uber is especially popular in large cities like Vienna.
VISA
Visa Inc. was originally launched in 1958 as BankAmericard by Bank of America and was renamed Visa in 1976. Headquartered in Foster City, California, Visa is one of the world’s leading providers of payment cards. The company offers a wide range of products, including credit cards, debit cards, and prepaid cards. Visa is widely used in Austria.
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.
Further information
The four seasons
Just as in nature, there are different seasons in the economy. This also has an impact on the stock markets. Depending on the season, different asset classes such as stocks, gold, or bonds make sense. Investing in securities also involves risks.
Which share ratios make sense
Buy cheap, sell high - this motto also applies to investors who invest in shares. Stock tips are a dime a dozen. Whether they are actually worthwhile can also be checkes using a few key figures.