ERSTE WWF STOCK ENVIRONMENT
Investing in funds with environmental awareness
A fund for the environment
With the ERSTE WWF STOCK ENVIROMENT, you are choosing a fund that invests worldwide in companies whose products and services are geared towards sustainability. The focus is on renewable energies and energy efficiency, water treatment and supply, recycling and waste management, as well as sustainable mobility.
Water scarcity, rising waste volumes and clean energy are important issues. Demand for solutions in these areas is growing due to the climate crisis and the loss of biodiversity. This is driving the growth of these companies.
The cooperation between Erste Asset Management and the WWF enables a sustainable investment strategy. An independent Environmental Advisory Board of WWF Austria supports this strategy. Please note that investing in securities involves risks as well as opportunities.
Global equity fund with a focus on environmental technology
Environmental benefits of the companies in the fund
Sustainable asset accumulation
Your money is invested in accordance with strict sustainability criteria.
Positive impact
The fund aims to have a measurable positive impact on the environment and/or society.
Broad diversification
You make broadly diversified investments in various companies from the environmental sector.
Price fluctuations
The price of the fund can fluctuate significantly due to various influencing factors.
Exchange rate changes
Due to the investment in foreign currencies, the fund value may be adversely affected by changes in exchange rates.
Capital loss possible
Capital loss is a possible consequence of investing in the stock market.
Invest in a better future.
Shape the future sustainably by investing in the ERSTE WWF STOCK ENVIRONMENT, which supports environmentally friendly projects.
Think of yourself and your environment.
Invest as little as 50€ in a sustainable investment fund.
If you click on "Buy Fund" or "Open s Fund Plan", you will be redirected to George, Austria's most modern banking system.
Joint Investments in a Sustainable Future
In Austria, WWF Austria and Erste Asset Management have been working together since 2006. With the ERSTE WWF STOCK ENVIRONMENT, WWF, one of the largest and most renowned environmental organizations, helps shape the fund’s investment policy. This ensures that the invested capital is used in a climate-friendly and meaningful way. At the same time, the contribution supports various WWF projects for environmental and climate protection in Austria and around the world.
Investment with WWF expertise
To be included in the ERSTE WWF STOCK ENVIRONMENT, companies must primarily meet specific environmental criteria. However, social aspects such as occupational safety and human rights are also assessed. In addition, high standards are set for corporate governance and ethics.
In the first step, the Responsible Investments team at Erste Asset Management identifies companies that generate a clear environmental benefit. These are then reviewed by specialists from our cooperation partner WWF Austria through an additional ESG analysis. The results of this research are submitted to an independent environmental advisory board for a final decision.
Please note that investing in securities involves risks as well as opportunities.
WWF: Money Drives Solutions for Greater Environmental and Climate Protection
A healthy, diverse natural environment and a stable climate are the foundation of all life. We need clean water and healthy food, fertile soil, and a climate in which people can thrive. Only by protecting the climate and nature more effectively now can we preserve a livable planet and secure a better future for all.
Currently, we are consuming resources faster than nature can regenerate them. We emit more greenhouse gases than forests and oceans can absorb. The Earth's natural systems have reached their limits. A clear change in direction is urgently needed!
Money is a powerful tool to move from talk to action. Through sustainably managed financial flows, money can be directed to where it can demonstrably support the desired transformation. Private investors can make an important statement by choosing sustainable investments—and at the same time support actions for a livable future.
Vibrant Rivers and Natural Paradises
Austria needs healthy rivers. They perform vital functions such as flood protection and groundwater preservation, provide habitats for animals and plants, and offer people spaces for recreation.
Currently, however, only 14% of water bodies are in very good condition. The main reason is overuse. Extensive hydropower development, widespread valley infrastructure, strict regulations, and water extraction have significantly worsened the situation. Additionally, global warming is accelerating this deterioration. Action is urgently needed to ensure sufficient water availability in the future.
That’s why WWF is committed throughout Austria to protecting the last intact rivers and restoring degraded water bodies. With the help of funds from the ERSTE WWF STOCK ENVIRONMENT, both large and small-scale measures have been successfully implemented over the years.
Protecting forests in Southeast Asia
Part of the funds from the ERSTE WWF STOCK ENVIRONMENT support on-the-ground work in one of Southeast Asia’s largest continuous forest areas. The Dawna Tenasserim region is a truly unique ecosystem. Due to its geographic location, it is home to a wide variety of plants and animals, including many endangered species.
The protected area network in Southeast Asia is the largest and most extensive of its kind. Around 82% of the region remains fully forested. These vast, dense forests are home to many animals, including tigers, leopards, Asian elephants, wild cattle, Malayan tapirs, and Siamese crocodiles. Many of these species are rare, endangered, or endemic to this part of the world.
WWF has been working on-site for many years, protecting this natural treasure and its inhabitants from deforestation and poaching. Through local partnerships, a cross-border alliance has been established to help preserve this precious landscape.
Focus on Megatrends in Environmental Stocks
The ERSTE WWF STOCK ENVIRONMENT invests globally only in companies whose products and services have a positive impact on the environment and climate. This is ensured by our strict inclusion and exclusion criteria. As a result, your investment contributes to sustainable development. The fund invests in the following areas:
Renewable energy
Investments in Emerging Key Markets for Wind and Solar Energy
Energy efficiency
Investments in improved thermal insulation and more efficient technologies, such as lighting systems.
Energy supply
Investments in energy storage, optimization of energy transmission, and smart systems.
Water treatment and supply
Investments in infrastructure, cost and consumption reduction, hygiene, and addressing water scarcity.
Recycling and waste management
Investments to combat increasing waste volumes and reduce CO₂ emissions.
Sustainable mobility
Investments in new propulsion technologies such as electric vehicles or hydrogen-powered systems.
Megatrends are long-term, far-reaching changes in society, the economy and technology that have a significant impact on our lives. Promising companies may not be investable for sustainability reasons. However, it is not yet possible to predict which companies will benefit most from this trend in the long term.
Extract from the exclusion criteria for the ERSTE WWF STOCK ENVIRONMENT
* see column ERSTE WWF STOCK ENVIRONMENT
- Child labour
- Forced labour
- Discrimination at work
- Violation of human rights
- Destruction of natural living space
- Animal testing
- Food commodities speculations
- Nuclear energy
- Coal mining
- Tobacco and alcohol industry
A demonstrable track record
The EU Disclosure Regulation contributes to transparency in sustainable investments. ERSTE WWF STOCK ENVIRONMENT is one of the funds with a proven positive impact on society and the environment.
Clean drinking water
7 million people were provided with clean drinking water.
Energy supply
In 2022, 16 million households were supplied with renewable energy sources.
CO2 reduction
In 2023, 678 million tons of CO₂ emissions were saved.
This is a snapshot. The composition may change over time.
The indicators reflect the total impact of the companies held by the fund on the reporting date. It is not about the share of the ERSTE WWF STOCK ENVIRONMENT, but about the overall impact of the companies.
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 website 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 Key Information Document is available, and any additional locations where the documents can be obtained can be viewed on the website 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.
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