ERSTE SECURITY INVEST

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Arms and sustainability

The fund is a so-called Article 6 fund under the EU Disclosure Regulation and is not part of our sustainable product line. However, the Erste AM minimum standards also apply in this case. This includes the exclusion of companies that manufacture outlawed weapons.

 

The 3 key areas at a glance

Defense

  • Strong political will on the part of countries to secure their defense capabilities.
  • Defense has become a high-priority investment.
  • Banned weapons are excluded from the fund.

Defense suppliers

  • Higher investment and capacity expansion will help companies along the entire supply chain.
  • Also includes military vehicles and ammunition.

Cyber security

  • Threats are no longer just physical in nature. The importance of cyber security has increased in recent years.
  • Government and private actors can cause damage if no security measures are taken.

Advantages & risks

Opportunity for value appreciation

The investment strategy ensures a balance between risk and return.

Title selection

Titles are actively selected based on fundamental criteria.

Broad diversification

You invest in a wide range of different defense and security companies.

 

Price fluctuations

The price of the fund may fluctuate significantly due to various influencing factors.

Exchange rate fluctuations

Due to investments in foreign currencies, the fund value may be affected by exchange rate fluctuations.

Possible capital loss

Capital loss is a possible consequence of investing in the stock market.

Company examples

Here you will find examples of stocks in the portfolio. The companies listed have been selected as examples and do not constitute investment recommendations. There is no guarantee that the securities will remain in the portfolio permanently. Please note that investing in securities involves risks as well as the opportunities described.

Rheinmetall

The company's products include parts for the Leopard tank series, anti-aircraft vehicles, artillery, and drones. Rheinmetall is one of the main suppliers to the German army.

Palo Alto Networks

Palo Alto Networks is a leading global cybersecurity company headquartered in California. The company works for over 60,000 organizations in more than 150 countries.

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   Meeting in the branch

Make an appointment at your nearest 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.