Responsible investment

Investments for a better world.

Responsible investments have a long tradition at Erste Asset Management: back in 2001 we launched our first responsibility fund, i.e. ERSTE WWF STOCK ENVIRONMENT (former ESPA STOCK UMWELT). Nowadays we manage assets worth about EUR 14.8bn in this segment – in a vast array of strategies and with excellent track record Aug 31, 2019. Our responsible investment team addresses current topics together with leading partners and drives the development in the field of responsible investment in a targeted fashion. We as company assume responsibility beyond our responsible range of funds: for example, we exclude companies that do business in banned weapons from all our investment strategies.

European Transparency Logo for Sustainable Investment Funds (EUROSIF)

The European Transparency Logo for Sustainable Investment Funds is awarded by the European Sustainable Investment Forum (EUROSIF). The awardees, among them ERSTE ASSET MANAGEMENT, undertake to follow the European transparency guidelines for sustainable investment funds. They have to provide the public with sufficient and specific information on their investment criteria and their research.

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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.