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.
Invest in quality shares.
Invest your money in companies with sound finances, profitable and stable business models and positive growth prospects.
Investing in future-oriented themes.
This fund focuses on future-oriented sectors and high-growth companies.
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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.
Chances and risks
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 website 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 Information Document is available, and any additional locations where the documents can be obtained can be viewed on the website 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.