ERSTE GREEN INVEST
Investing in environmental technologies
Sustainable Impact
ERSTE GREEN INVEST invests worldwide in companies whose products and services help to address global environmental challenges. In addition, the fund considers companies undergoing a profound transformation towards sustainable business practices, as well as those offering solutions to help adapt to the consequences of climate change. Please note that investing in investment funds involves risks as well as opportunities.
The companies whose shares ERSTE GREEN INVEST held as at the reporting date make the following annual contribution to environmental protection through their products and services, as illustrated by the figures below. This does not represent ERSTE GREEN INVEST’s share or any assumed impact, but rather the overall impact of the companies, based on their reporting.*
Global equity fund with a focus on sustainability
13.9 million people
were supplied with clean drinking water (source: total supply capacity of the water supply companies held in the fund).
26.5 million households
were supplied with renewable energy in 2024 by the companies held in ERSTE GREEN INVEST. This corresponds to roughly 53.9 million tonnes of CO2 saved (source: power consumption per household and year in Austria: 5.15 MWh (Statistics Austria 2023/2024).
1.283 million tonnes of CO2
will be saved or avoided over the lifetime of the projects as a result of the new renewable energy capacity installed by the companies. This corresponds to around 19 times the amount of CO2-equivalent greenhouse gases emitted in Austria (source: Climate Protection Report, Environment Agency Austria, 2025).
4.9 million tonnes of CO2 emissions
CO₂ emissions were reduced by transporting goods by rail rather than by road (source: Climate Protection Report, Environment Agency Austria, 2025).
34 million tonnes of waste
were sent for recycling. This corresponds to 28,01 times the amount of waste generated by the City of Vienna in 2024 (source: annual Report 2024 of Municipal Department MA 48).
100 % share of renewable energy
in the electricity generated by the energy producers held in the fund. This is twice as high as the share of renewable energies in the global energy mix, which mostly consists of fossil fuels and nuclear energy (source: eia, U.S. Energy Information Administration, 2024).
* These figures provide a snapshot of a specific point in time and may change over time. The indicators shown here measure the overall impact of the companies held by the fund as at the reference date. The data is aggregated by an external ESG research partner on the basis of reports from the companies in which the fund has invested. The benchmark figures shown are selected and calculated by the ESG research partner using reliable public sources.
Environmentally sustainable investments within the meaning of the EU Taxonomy Regulation as of 29/05/2026: 39.20%
This figure only includes climate-related investments of the fund, as no data of sufficient quality is available yet on the other topics covered by the Regulation, such as water or waste.
ERSTE GREEN INVEST invests in the following areas:
These figures provide a snapshot of a specific point in time and may change over time. Please note that investments in investment funds entail both opportunities and risks. Portfolio as of 29/05/2026.
Sustainable Development Goals and ERSTE GREEN INVEST:
The Sustainable Development Goals (SDGs) of the United Nations are at the centre of the 2030 Agenda for Sustainable Development, to which all UN Member States subscribed in 2015. The 17 SDGs cover social, economic and environmental issues, focusing on the fight against poverty, education and health as well as marine and forest conservation and joint efforts to combat climate change.
The following chart shows the investments of the fund in alignment with the SDGs and the associated targets. For example, investments in renewable energies were allocated to SDG 7 “Affordable and clean energy”. The figures in the chart refer to the proportion of the fund’s total investment assets (source: Erste Asset Management supports the UN SDGs, data as of 29/05/2026, data provided by ESG Plus GmbH, Erste AM, business data).
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 web site 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 fund prospectus or the Information for Investors pursuant to Art 21 AIFMG and the Key Information Document are available, and any additional locations where the documents can be obtained can be viewed on the web site 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.