You are looking for an investment that offers you a regular income?

The withdrawal plan of Erste Asset Management offers you the following options:

  • Set the absolute amount (e.g. EUR 200)
  • Set the frequency (monthly, bi-monthly, quarterly, etc)
  • Adjust the payout annually to an index (e.g. 2% due to the expected inflation)

You can set a withdrawal plan for all mutual funds that are also suitable for the “s Fonds Plan” savings plan.

Please bear in mind that the development of the income depends on the choice of investment fund and is subject to the fluctuations of the fund.

Our solutions for you

s Fonds Plan

s Fonds Plan

This is how the savings plan “s Fonds Plan” works:
Choose a fixed monthly amount, a payout option (e.g. monthly), and off we go!


Depending on your risk propensity, different solutions may be suitable. Our new investment solution YOU INVEST may just be what you are looking for.



Simple, transparent, flexible: this is our innovative investment concept. Your personal needs come first – our experts will sort out the details.



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

Risk notes according to 2011 Austrian Investment Fund Act:

The YOU INVEST funds may make significant investments in investment funds (UCITS, UCI) pursuant to section 71 of the 2011 Austrian Investment Fund Act


This document is an advertisement. All data is sourced from ERSTE-SPARINVEST Kapitalanlagegesellschaft m.b.H. and 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-SPARINVEST Kapitalanlagegesellschaft m.b.H. and 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 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

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 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.