IMPACT INVESTING

Direct impact on the environment and society
Funds according to Article 9 of the Disclosure Regulation

Make an impact on environment & society with your investments

Impact investing is the term used to describe investments in companies, organisations and funds with the intention of achieving measurable, positive effects on the environment or society in addition to financial returns. Impact is made visible and continuously reported on. These investment fund comply with Article 9 Disclosure Regulation of the European Union.

EU Sustainability Disclosure

READ THE ESG-LETTER AND LEARN MORE ABOUTADVANTAGES FOR INVESTORS.

Handbook of Sustainability PDF (4 MB) 16.9.2019
WWF eFolder (German only) PDF (5 MB) 15.10.2019
EAM Voting Policy PDF (217 KB) 15.9.2020
EAM Engagement and Voting PDF (137 KB) 1.7.2017
Transparency code for fixed income funds (German only) PDF (1 MB) 6.11.2018
Transparency code for equity funds (German only) PDF (1 MB) 6.11.2018

Further topics

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.