Keeping up with the trends
ERSTE OPPORTUNITIES MIX gives you the opportunity to participate continuously in market opportunities. This fund combines long-term focus themes with current market developments. You have the opportunity to invest in forward-looking focus themes such as artificial intelligence, digitalization and the environment. You can rely on the sound fund management of our experts, who react to current market movements. Please note that investing in securities involves risks as well as the opportunities described above.
Keep your finger on the pulse of opportunities!
Mixed fund with long-term focus themes
On the pulse of opportunities - new mixed fund launches!
Future orientation
Focus on topics such as digitalization, the environment and artificial intelligence
Short-term opportunities
Portfolio is not only aligned to long-term key themes, but also to short-term opportunities
Price fluctuations
The price of the fund may fluctuate significantly due to various influencing factors
Be aware of risks
Veranlagungen bergen neben Chancen auch Risiken.
Capital loss possible
Capital loss is a possible consequence of investing in the stock market.
Buy funds online
If you click on “Buy funds”, you will be redirected to George, Austria's most modern banking service.
Open a fund savings plan online
If you click on “Open online”, you have the option of opening a savings plan for this fund via George or combining it with up to 5 other funds.
Exploiting short-term market developments
Fund management by our experienced team makes it possible to respond to short-term focus themes and current market conditions. ERSTE OPPORTUNITIES MIX offers flexibility and allows you to take advantage of the diversity of the market and diversify your portfolio. However, it is important to note that investments are always associated with risk.
Focusing on long-term issues
Focus themes are long-term, transformative developments that have a significant impact on our society and economy. With ERSTE OPPORTUNITIES MIX, you invest in companies and sectors that are dedicated to these areas. Focus topics such as digitalization, the environment and artificial intelligence offer innovative companies growth potential. However, it is not yet possible to predict which companies will benefit most from this trend in the long term.
Please note that investing in securities entails risks in addition to the opportunities described above. Forecasts are not a reliable indicator of future performance.
Extract from themes and opportunities in the portfolio
Here you will find examples of bonds and equities from the focus themes and short-term opportunities in the portfolio.
Examples of themes and opportunities in the portfolio
Please note that an investment in securities also involves risks in addition to the opportunities described.
Source: Erste Asset Management. Where portfolio positioning of funds is disclosed in this document, this is based on market developments at the time the document was prepared (22.04.2024). In the context of active management, the portfolio positionings mentioned may change at any time. The companies listed here have been selected as examples and do not constitute an investment recommendation. There is no guarantee that the security will be permanently included in the portfolio.
Please note that an investment in securities also involves risks in addition to the opportunities described.
Source: Erste Asset Management. Where portfolio positioning of funds is disclosed in this document, it is based on market developments at the time of writing. In the context of active management, the portfolio positions mentioned may change at any time. The companies listed here have been selected as examples and do not constitute an investment recommendation. There is no guarantee that the security will be permanently included in the portfolio.
Portfolio implementation (sample portfolio)
Key data on the fund
Further documents
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Further information
FAQs about the fund
We have summarized the most important questions and answers about the launch of the new fund.
Short- and longterm
Alexander Lechner, Head of Multi Asset Management, explains the concept behind the fund in an interview.
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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.