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Strategies for European and Global Emerging Markets

Erste Asset Management is a pioneer in Central and Eastern Europe and leverages its experience successfully for investment solutions in the global emerging markets. In 1990 we were one of the first asset managers to launch an equity fund in Central Europe, and thus accompanying the development of the region ever since its political and economic opening. In 1997 we expanded the investment universe to emerging Asia, and in 2002 to Latin America. 

We combine our in-depth knowledge of the local markets with years of expertise and clearly defined strategies for the bond markets. In doing so we complement the expertise of our country specialists with macroeconomic models that take the analysis of the interest rate curve, of the rating segments, of the regions, and of the sectors into account. In the equity segment we employ a structured bottom-up process and resort to both quantitative and qualitative methods.

  • Broad range of products
  • Tried and tested products with successful track record
  • Local presence in Eastern Europe: 30 investment experts in six countries

"The emerging markets remain the most dynamic regions worldwide, and in-depth knowledge about the local conditions are the decisive factor of success.”

Peter Szopo, Chief Equity Strategist

Erste Asset Management has a broad range of strategies for the European and global emerging markets at its disposal. We provide our clients with mutual funds or tailor-made solutions in the following categories:

  • Europe bonds
  • EM Europe equities
  • Global EM corporate bonds
  • Global EM government bonds

With the help of our differentiated responsible investment process we offer our clients sustainably managed strategies also in the emerging markets.

  • Bond strategies

    Conservative bond management with modular investment process.

  • Equity strategies

    Investing in accordance with statutory requirements

  • Responsible investment

    Responsible investment strategies for responsible investors.

Companies from emerging markets count among the most dynamic ones worldwide. Their comparatively high economic growth is increasingly financed through global bond markets. The ESPA BOND EMERGING MARKETS CORPORATE is a UCITS compliant fund that invests in corporate bonds from emerging markets. At least 90 percent of the fund´s assets are denominated in hard currencies or hedged against exchange rate fluctuations.

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

"The emerging markets corporate bond segment has matured in the past years, but continues to offer attractive spreads.”

Peter Varga, Senior Fund Manager

The ERSTE BOND DANUBIA fund focuses its investments on government bonds from Eastern Europe, but also invests in securities of other issuers from the region. The investment universe also includes Turkey and the former Soviet Republics. In addition to bonds in local currencies, the fund also invests in euro and US dollar (hedged against the euro) denominated securities. A hedge of local currencies against the Euro is implemented depending on market circumstances.

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

"The bonds held in local currency benefit from the convergence of their countries of origin with the European Union. At the same time we do not excessively limit the emerging market universe.”

Anton Hauser, Senior Fund Manager

The ERSTE BOND EMERGING-MARKETS fund invests in government bonds from emerging markets in Latin America, Central and Eastern Europe, Asia and Africa. In addition, the fund can invest in corporate bonds from these regions. The fund invests primarily in hard-currency bonds in US dollars and euros. While the euro/US dollar currency risk is permanently hedged, up to 10% of the fund's assets can be invested in local emerging market currencies.

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

"For a long time now emerging markets have been synonymous to rising economies. Not only do they offer outstanding growth prospects, but also multi-faceted investment opportunities.”

Felix Dornaus, Senior Fund Manager

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Risk notes according to 2011 Austrian Investment Fund Act for ERSTE BOND DANUBIA

In accordance with the fund provisions approved by the Austrian Financial Market Authority (FMA), ERSTE BOND DANUBIA intends to invest more than 35% of its assets in securities and/or money market instruments of public issuers. A detailed list of these issuers can be found in the prospectus, para. II, point 12.

Risk notes according to 2011 Austrian Investment Fund Act for ESPA BOND EMERGING-MARKETS

ESPA BOND EMERGING-MARKETS may make significant investments in derivatives (including swaps and other OTC derivatives) pursuant to section 73 of the 2011 Austrian Investment Fund Act.