Minimum requirements
Valid for all mutual funds of Erste AM
The minimum requirements apply to all Erste Asset Management’s publicly offered funds. They form the basis of our sustainable exclusion criteria. Certain companies, business sectors and countries are thereby excluded from investment.
Direct investments in issues by companies
Controversial activities
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
Policy against speculation on food and agricultural commodities
August 2026: Complete revision and redesign of the exclusion criteria.
July 2025: Companies - Fossil Fuels - Renaming from „Refining and liquefaction of hard coal and lignite" to „Fuels produced from coal“, max. 5% of reveues added to minimum requirements.
June 2025: Companies - Weapons and Armaments - Manufacturers of banned weapons and/or their essential components: Criteria has been added.
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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.