Investment tips

Maximize your return

Markus Kaller

"You have a concrete consideration or investment idea and want to implement your own opinion directly?

With investment funds, you appreciate the transparency, the ongoing trading and availability of the capital and an investment product with the status of a special fund under Austrian law.

Years of experience and numerous international awards distinguish Erste Asset Management. The close cooperation of our teams of experts ensures a rapid flow of information, which allows us to react quickly to developments on the international capital markets. On this page our fund managers publish their investment tips on the basis of their current assessments. Find out what the fund managers are currently focusing on."


Markus Kaller, Erste AM Manager Retail Austria

ERSTE FUTURE INVEST

future invest

ERSTE FUTURE INVEST is an actively managed global equity fund that invests in megatrends ("promising" themes). In the course of equity selection, stocks are selected that are assigned to one or more of the following trends: health and prevention, lifestyle, technology and innovation, environment and clean energy, and emerging markets. In addition to the predominant focus on individual stocks, specialised equity funds are added to the portfolio. Currency risks are not hedged against the euro.

Learn more about ERSTE FUTURE INVEST.

Please see the legal risk notes at the end of this page.

ERSTE FIXED INCOME PLUS

male athlete focussed and ready to run on outdoor athletics track in floodlit arena full of spectators under dramatic cloudy sunset sky

Are you looking for an investment with the chance of an attractive return, but do not want to take any equity risk? Do you focus on the global interest rate and currency markets and would like a flexible adjustment of your strategy? Do you trust a crisis-proof and experienced fund management? We have something interesting for you.

Please see the risk notes at the end of this page.

ERSTE STOCK BIOTEC

ESPA STOCK BIOTEC

The ERSTE STOCK BIOTEC fund invests in the most important biotech companies, primarily those in the USA. Equities from the Pacific region and Europe play a minor role, but are also selectively added to the fund. The currencies are not hedged against the euro. The fund is particularly suitable as an addition to an existing equity portfolio and is geared towards achieving long-term capital appreciation.

Please see the legal risk notes at the end of this page.

Interested in financial topics?

Read the EAM Investment Blog!

In Erste Asset Management's investment blog you can find
commentaries and analyses on topics such as Equities,
Sustainable Investment, Eastern Europe/Emerging Markets.

Contact

Do you have questions or would like to get more information?

Your advisor at Erste Bank or Sparkasse is happy to help you.

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Disclaimer

This document is an advertisement. All data is sourced from Erste Asset Management GmbH, unless indicated otherwise. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 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 § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the  web site www.erste-am.com 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 investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com.

This document serves as additional information for our investors and is based on the knowledge of the staff 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 investments in securities entail risks in addition to the opportunities presented here. The value of shares and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your shares. Persons who are interested in purchasing shares in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of fund shares to American citizens. Misprints and errors excepted.