Every rationally thinking person seeks ways of how to get the most effective return on his money. For many it is then important to know in advance what the trend of an investment could be, and above all its yield potential and the market risk undertaken. If these parameters are also important to you then you could be interested in investing in Prémiový dluhopis RESPONSIBLE 2 (PD RESPONSIBLE 2). The five-year PD RESPONSIBLE 2 is designed for clients who do not require regular yield payouts, but prefer the growth of their investment depending on the trend of capital markets.
An interesting yield potential of up to 40% in five years with a return of at least 100% of the nominal value (see Note) of PD RESPONSIBLE 2 at its maturity date.
ESG is also a key “investment theme” for Prémiový dluhopis RESPONSIBLE 2. Its yield depends on the trend of the global Solactive ERSTE Green Invest Index VC index, which is diversified into six underlying assets – ESG stocks (USA, Europe, Japan, Emerging Markets) with a weight of 60% of the portfolio, and ESG bonds (corporate and corporate high yield bonds) accounting for 40% of the portfolio. Individual assets in the index portfolio are represented by ETF (exchange traded funds) iShares from the reputable company BlackRock. So the portfolio is robustly diversified into thousands of the companies stocks and bonds, which meet strict ESG criteria of the MSCI SRI (Socially Responsible Investment) indices. The control of portfolio volatility stabilises the yield and limits losses during falls on markets when the set algorithm targets volatility at 7% and compares it with the historical volatility of the monitored portfolio. During high volatility this mechanism reduces the exposure to dynamic assets and moves funds to the money market.
- Issuer: Erste Group Bank AG (S&P's A / Moody's A2 / Fitch A)
- Underlying asset: Solactive ERSTE Green Invest Index VC
For more information, please see the leaflet. |