Who are conservative investments for?
Clients who have money available for a shorter period of time or who will use this investment as a complement to other investments that are more dynamic. We include bond and real estate funds in this category.
EUROVÝ DLHOPISOVÝ FOND
Eurový dlhopisový fond invests in medium-term government bonds and money market instruments, with a regional focus on Central and Eastern European countries. The fund may also hold investment grade and, to a lesser extent, non-investment grade bonds issued by financial institutions and commercial companies domiciled in Europe.
ERSTE REALITNÁ RENTA
The real estate fund is there for clients who are looking for a long-term investment that allows them to invest in real estate that the client would not be able to invest in directly. It invests directly in office buildings in Slovakia. Indirect investments (through real estate funds) in Central and Eastern European countries (Czech Republic, Hungary, Croatia, Romania, Poland, Germany and Austria). The fund is an appropriate element for portfolio diversification.
EURO PLUS FOND
Euro plus fond invests mainly in short-term debt securities and money market instruments, as well as in bank deposits. From a regional perspective, the fund focuses mainly on European companies and countries. The fund may also contain investment grade bonds and, to a lesser extent, non-investment grade bonds.
With our funds you can save the money for your retirement, your children's studies, or your holiday.
Are you looking for an investment solution with which to plan your finances for a longer period?
Invest online with George or arrange a meeting in branch
Online via George
Completely online without visiting a branch
Meeting in the branch
Make an appointment at your nearest branch
This is a marketing communication. Please refer to the fund's Statute, the fund's Sales Prospectus and to the Key Information Document before making any final investment decisions. They can be obtained in Slovak language at all sales points of the management company and at www.erste-am.sk.
The mutual funds are managed by Erste Asset Management GmbH, with registered office at Am Belvedere 1, 1100 Vienna, Austria, registered in the Commercial Register of the Commercial Court of Vienna under registration number 102018 b, which is doing business in the territory of the Slovak Republic through the organisational unit Erste Asset Management GmbH, pobočka Slovenská republika, with registered office at Tomášikova 48, 832 65 Bratislava, IČO: 51 410 818, registered in the Commercial Register of the Municipal Court of Bratislava III, Section: Po, Insert No.: 4550/B. Investing in mutual funds is also associated with risk. The value of the investment may also decrease and there is no guarantee of a return on the amount originally invested. Past returns on an investment in mutual funds are no guarantee of future returns.