Investing green
ERSTE GREEN INVEST is an equity fund focusing on companies in the field of environmental technologies. The focus is on the five focus themes: Energy, Water, Waste & Recycling, Transformation and Adaptation.
The portfolio therefore includes companies from a wide range of sectors such as water treatment, waste management and producers of renewable energy.
Investments are thus made in important technologies in the fight against climate change. In order to make the economy sustainable, traditionally energy and environmentally intensive sectors in particular must change. The fund therefore also invests in companies that are among the pioneers when it comes to making the environmentally harmful processes of the "old economy" more sustainable.
Please note that investing in securities entails risks as well as the opportunities described above.
Global equity fund with a focus on environmental technology
Environmental benefits of the fund companies
Sustainable wealth 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 invest broadly diversified in various companies from the environmental sector.v
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 aims to have a demonstrable positive impact on the environment.
Think of yourself
and your environment.
Invest as little as €50 in a sustainable investment fund that invests primarily in shares from the environmental technology sector.
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Investment in environmental technologies
ERSTE GREEN INVEST invests worldwide in companies that are among the pioneers in the field of environmental technologies. The fund aims to achieve a measurable, positive impact on the environment with its investments. The focus is on the following five themes:
Energy
Energy efficiency and renewable energies to achieve the Paris climate targets
Water
Protecting water for a secure supply and functioning ecosystems
Waste & Recycling
Recovering resources through recycling, avoiding CO2 and other environmental damage
Transformation
Leader in the transformation of environmentally harmful processes of the "old economy" for a clean, sustainable future
Adaption
Adaptation to the unavoidable consequences of climate change to protect people and the economy
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.
Certified sustainable investing
Sustainability labels give investors an overview of investment funds and guarantee uniform standards. With the Austrian Ecolabel and the three-star FNG seal, ERSTE GREEN INVEST bears two of the most important seals for sustainable funds in the German-speaking world.
Which companies are invested in?
The investments focus on sectors and companies that offer solutions in the fight against climate change and can "mitigate" its consequences. Here are some examples of sustainable companies in which the fund invests.
The companies listed have been selected as examples and do not constitute an investment recommendation. There is no guarantee that the securities will be permanently included in the portfolio.
Sunrun (solar energy systems)
The US company Sunrun offers private households innovative usage models to benefit from solar power systems on their homes without having to pre-finance them.
By combining solar systems with battery technology, Sunrun's systems offer protection against power outages, for example after extreme weather events.
Xylem (water treatment)
The US company Xylem is one of the leading water technology companies. The company's technologies range from the treatment of fresh pure and drinking water, water-saving agricultural irrigation solutions and industrial pumps to wastewater treatment plants in which Xylem not only treats wastewater but also uses it innovatively to produce biogas.
The company also builds traditional hydropower turbines and heat exchangers to recover the heat contained in wastewater.
Tomra Systems (recycling technology)
As a pioneer in the circular economy, the Norwegian company Tomra Systems has made the efficient use of raw materials its business model. At the heart of the company are optical sensors for detecting material properties for the clean separation of different resources.
The company thus offers a crucial link in the raw materials chain for returning used packaging or materials back into the resource cycle.
Orsted (wind turbines)
The Danish Orsted Group was originally a traditional energy company and thus active in the oil and gas business. In 2009, however, the company announced a comprehensive change in strategy. The aim was to radically change the energy mix, 85% of which was generated from fossil fuels at the time. By 2040, 85% of energy generation was to come from sustainable sources and the remaining 15% from natural gas.
This strategy has now also been adjusted due to the advanced stage of implementation. The aim is for all energy to come from sustainable sources by 2025. With its exemplary transformation, Orsted is taking on a pioneering role in the field of energy generation.
Trane Technologies (cooling systems)
The industrial company Trane Technologies is based in Ireland and is active in a number of sectors that are relevant for measures to combat the effects of climate change. The various subsidiaries of Trane offer solutions in the field of cooling. The product line ranges from air conditioners, refrigerators, commercial refrigeration units to smart home cooling applications.
As part of a sustainability program that has been launched, the entire production is to be climate-neutral by 2030 and the Group's energy consumption is to be sustainably reduced.
Extract from the exclusion criteria
⃠ Child labor
⃠ Forced labor
⃠ Discrimination in employment
⃠ Human rights violations
⃠ Animal testing
⃠ Food speculation
⃠ Nuclear energy*
⃠ Coal mining*
⃠ Tobacco and alcohol industry*
⃠ Manufacturers of weapons
* max. 5% of turnover
A demonstrable track record in sustainability
The EU Disclosure Regulation contributes to transparency in sustainable investments, and ERSTE GREEN INVEST is one of the funds with a proven positive impact on society and the environment. The companies held in the fund make a significant annual contribution to environmental protection, as the following figures for recent years show:
Clean drinking water
8 million people were supplied with clean drinking water.1
Energy supply
23 million households could be supplied by renewable energy sources in 2020.
CO2 reduction
In 2022, around 503 million tons of CO2 emissions were saved.2
1Total supply performance of the water supply companies included in the fund (as at: 2020)
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 dialog with the management of these companies. Erste AM's sustainable investment philosophy is not limited...
Interview with fund manager Clemens Klein
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy stocks than on securities from other sectors. 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.
Contact
Do you have questions or would like to get more information?
Your advisor at Erste Bank or Sparkasse is happy to help you.