Integration Standard

Valid for all Integration Funds of Erste AM

The Integration Standard applies to our integration funds. For these funds, ESG criteria relating to environmental, social and corporate governance factors are incorporated into the investment process. Companies with high ESG risks are excluded. In addition, the minimum requirements set by Erste Asset Management apply.

Direct investments in issues by companies

Controversial activities

Direct investments in issues by sovereigns

zero tolerance

maximum 5% of revenues

In order to keep exclusion criteria operationally feasible in the sense of a detection limit, these refer to practicable / available reference values such as company turnover, share of total reserves for companies or GDP for countries. The exclusion criteria also apply to consolidated shareholdings (> 50% shareholding).

Publications and policies mentioned

Coal Divestment Policy

Policy against speculation on food and agricultural commodities

Banned Weapons Policy

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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.