Emerging Markets

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. In our investment solutions, for example in emerging markets corporate bonds, we combine our expertise in the individual asset classes with our in-depth knowledge of the local markets.

Map of the world

Our approach

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.

Our strengths

  • 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, Equity Strategist Erste Asset Management

Our products

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.

Companies from emerging markets count among the most dynamic ones worldwide. Their comparatively high economic growth is increasingly financed through global bond markets. The ERSTE 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 asset 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, Fund manager

ERSTE BOND DANUBIA

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

ERSTE BOND EMERGING MARKETS

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

Learn more about our solutions across the various areas

Contact us

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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.