Dynamic investment

Who is investing in dynamic funds for? 
 For clients who have money available for a longer period of time and at the same time accept a certain level of fluctuations. Equity funds are part of this category. 

FOND MAXIMALIZOVANÝCH VÝNOSOV

Fond maximalizovaných výnosov invests money in shares of commercial companies based on the analysis of their fundamental parameters and the adjustment of their business models in order to achieve additional return in the fund resulting from the selection of individual stock titles with superior return potential.

FOND BUDÚCNOSTI

Fond budúcnosti is managed based on a combination of two investment principles. The first investment principle is to focus on stocks that the management company expects to be part of future megatrends. The management company defines a megatrend as a significant and long-term change that will fundamentally affect the global economy, companies, society and consumer behaviour. The second principle is to manage the overall equity allocation of the fund. 

ESG FOND DIVIDENDOVÝCH AKCIÍ

The ESG Fond dividendových akcií is a feeder fund to a master fund called ERSTE RESPONSIBLE STOCK DIVIDEND. The master fund invests at least 51% of its assets, in stocks that the management company has classified as sustainable based on a pre-defined screening process. The fund focuses on companies that provide an attractive dividend yield.

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?

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.