Investment tips.

Increase your return

Do have a specific investment idea or want to implement your own opinion directly? You appreciate the transparency of investment funds and the permanent tradability and availability of the capital? We offer you investment products with the status of special assets according to Austrian law.

ESPA STOCK BIOTEC

ESPA STOCK BIOTEC

The ESPA 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.

ERSTE BOND CORPORATE PLUS

ERSTE BOND CORPORATE PLUS

ERSTE BOND CORPORATE PLUS invests predominantly in subordinated bonds of international companies with investment grade ratings. The focus is on in euro denominated subordinated bonds of the non-financial sector (industry, utilities). Subordinated issues of bonds of financial institutes are added. Currency risks are hedged against the euro.

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

ESPA STOCK TECHNO

ESPA STOCK TECHNO

The ESPA STOCK TECHNO fund invests globally in the most important technology companies. About 80% of the fund's assets are invested in US stocks, around 10% in European equities and approximately 10% in equities from Japan. The currencies are not hedged against the euro. The fund is 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.

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE RESPONSIBLE STOCK DIVIDEND is a sustainability equity fund with a focus on dividend that invests worldwide. The fund focuses on large-cap to mid-cap shares of companies, with attractive dividend yields and comparably low price fluctuations in the past.

Contact

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

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

Did we tickle your interest?
Please read more about our funds in the Erste AM Blog

Read commentaries and analyses on topics such as Equities, Sustainable Investment, Eastern Europe/Emerging Markets in Erste Asset Management’s investment blog.

This might interest you as well

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.