ERSTE WWF STOCK ENVIRONMENT
Investing in funds with environmental awareness
A fund for the environment
With ERSTE WWF STOCK ENVIRONMENT, you are choosing a fund that invests in environmental companies worldwide with a focus on water treatment and supply, recycling and waste management, renewable energies and energy efficiency as well as mobility. The increasing demand for solutions in these areas due to environmental problems such as water scarcity, rising waste volumes and the need for alternative energies is driving the growth of these companies. The cooperation between Erste Asset Management and WWF enables a sustainable investment strategy, supported by an environmental advisory board of WWF. Please note that investments in securities entail risks in addition to the opportunities presented here.
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 a sustainable future by investing in a fund that 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.
Working together for a sustainable future
WWF and Erste Asset Management have been working together since 2006 to create a better world. With its expertise, WWF is one of the world's largest and most prominent environmental protection organisations.
Investment with WWF expertise
For the ERSTE WWF STOCK ENVIRONMENT, the responsible investment team at Erste Asset Management GmbH identifies companies that have a proven environmental benefit. These are reviewed by specialists from our cooperation partner WWF Austria as part of an additional ESG analysis. The results of this research are presented to the independent Environmental Advisory Board for a decision. The companies must primarily fulfil certain environmental factors, but social aspects such as occupational safety, human rights, etc. are also examined. High demands are also placed on corporate management and ethics.
WWF: Your money moves climate protection
The climate crisis and the loss of biodiversity threaten our livelihoods and require urgent action. Financial decisions play a decisive role in shaping a sustainable future. Investing in environmentally friendly projects and refraining from harmful activities can have a positive impact on the climate, nature and society. The WWF calls for money to be consciously channelled towards a sustainable future and thus contribute to overcoming global challenges.
Lively rivers and natural paradises
Rivers are among Austria's most important ecosystems. However, only 14 per cent of water bodies are in very good condition. The reason for this is the high degree of development for the utilisation of hydropower, extensive development of the valleys as well as harsh regulations and water abstraction.
The need for action to protect the last intact rivers and for the ecological restoration of impaired water bodies is enormous, especially in view of the climate crisis. This is why the WWF is committed to protecting Austria's last intact rivers. Pristine gorges, rapids, alluvial forests and meander loops are to be protected and restored by revitalising the original river dynamics. With the help of Erste Asset Management, large and small-scale renaturalisation measures have been successfully implemented throughout Austria over the years, for example on the River Inn.
Protecting forests in Southeast Asia
Part of the income from the fund is channelled into one of the largest contiguous forest areas in Southeast Asia. From the subtropical evergreen deciduous forests in the north to the dry deciduous forests in the south of Southeast Asia, the Dawna-Tenasserim region is one of the world's unique ecoregions. Around 82 per cent of the 180,000 square kilometres are still completely forested and a veritable treasure trove of biodiversity.
The landscape is home to seven of the eleven cat species found in Southeast Asia: tiger, leopard, clouded leopard, Asian golden cat, jungle cat, marbled cat and leopard cat. Georg Scattolin, Head of WWF Global Solutions Programme: "This wealth of wild cat biodiversity is only surpassed by a few other global locations. As this is the last stronghold of viable tiger populations in Southeast Asia, there are high hopes that conservation efforts in the region can ensure the survival of the last tigers."
Focus on megatrends*
for environmental stocks
ERSTE WWF STOCK ENVIRONMENT invests worldwide only in companies whose products and services have a positive impact on the environment. In this way, your investment contributes to sustainable development. Investments are made in the following areas:
Water treatment
and supply
Investments in infrastructure, cost & consumption reduction, hygiene, water scarcity.
Recycling and
waste management
Working against increasing waste volumes and in favour of reducing CO2 emissions.
Mobility
New drive technologies such as electric vehicles or hydrogen-powered vehicles.
Renewable energy
New markets are becoming key markets for the wind and solar industry.
Energy efficiency
Better thermal insulation, more efficient lighting technologies.
Energy supply
Energy storage, optimisation of energy transport, but also intelligent 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
⃠ Child labour
⃠ Forced labour
⃠ Discrimination at work
⃠ Violation of human rights
⃠ Desctruction of natural
living space
⃠ Animal testing
⃠ Food commodities speculations
⃠ Nuclear energy*
⃠ Coal mining*
⃠ Tobacco and alcohol industry*
* max. 5% of revenues
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
2,520,000 people were supplied with clean drinking water.1
Energy supply
16 million households could be supplied by renewable energy sources in 2022.
CO2 reduction
In 2022, 517 million tonnes of CO2 emissions were saved.2
1Total supply performance of the water supply companies included in the fund (as of 2020)
2Federal Environment Agency Climate Protection Report 2022
More information
Water in
sustainable
investment
Clean water is one of the most valuable and important resources on our planet. At the same time, climate change is making this raw material increasingly scarce...
Visits to
sustainable
companies
Visits to Norwegian companies from the portfolio and dialogue with the management of these companies. Erste AM's sustainable investment philosophy is not limited to...
Interview with
fund manager
Clemens Klein
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy stocks. Why this is the case and why environmental...
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.