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Investing in green
ERSTE GREEN INVEST MIX offers investors a balanced mix of equities and bonds. Assets are acquired that are classified as sustainable by the management company on the basis of a predefined selection process. In the equities section, the fund invests primarily in companies worldwide that make a positive contribution to ecological megatrends. In the bond section, so-called green bonds are acquired, which are issued to finance sustainable projects. In addition, Erste Asset Management's proven responsible approach is applied, which integrates ecological and social factors as well as corporate governance factors as a holistic ESG approach.
The portfolio therefore includes companies from a wide range of sectors such as water, recycling and renewable energy producers.
Please note that investing in securities entails risks as well as the opportunities described above.
Mixed fund with a focus on environmental sustainability
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.
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 demonstable positive impact on the environment.
Think of yourself
and your environment.
Invest as little as 30€ in a sustainable investment fund that invests primarily in shares from the environmental technology sector.
*When you click on "Buy funds" or "Open s Funds Plan", you will be redirected to George, Austria's most modern banking service.
Investment in environmental technologies
ERSTE GREEN INVEST MIX 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
Engery efficiency an 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
Adaptation
Adaption to the unavoidable consequences of climate change to protect people an 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.
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.
ERSTE GREEN INVEST MIX Portfolio
Diversified investment through strategic allocation to equities and bonds
Note: Where portfolio positioning of funds is disclosed in this document, this is based on the market development at the time of preparation of the document (30.09.2024). As part of active management, the stated portfolio positioning may change at any time. The asset allocation listed here has been selected as an example and does not constitute an investment recommendation. There is no guarantee that the security will be permanently included in the portfolio.
Erste Asset Management is the pioneer of sustainable investing in Austria. We launched the first sustainable fund back in 2001. We recognized early on that investors are increasingly taking responsibility for environmental, ethical-social and corporate governance aspects into account in their investment decisions. With around 13 billion euros of sustainably invested capital and over 20 experts, we are the clear No. 1 in Austria and our region.
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
Further information
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.