Responsible Standard

Valid for all Responsible- and Impact-Funds of Erste AM

Specific criteria apply to ERSTE WWF STOCK ENVIRONMENT

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The Responsible Standard applies to our Responsible and Impact funds. When selecting investments, companies are assessed against defined criteria in the areas of environmental, social and corporate governance issues. The exclusion criteria applied here are stricter than those under the Integration Standard. Impact funds also focus specifically on environmental or social topics.

Please note that specific rules apply to the ERSTE WWF STOCK ENVIRONMENT.

Direct investments in issues by companies 

Controversial behavior

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).  

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

 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.