ERSTE RESPONSIBLE STOCK JAPAN

Japanese equity fund

 
Performance goal and investment strategy
The ERSTE RESPONSIBLE STOCK JAPAN is a sustainability equity fund that invests primarily in shares of selected companies domiciled or listed in Japan.
The stock selection focuses on companies with medium to high market capitalization, attractive dividend yields and above-average quality. The fund pursues a rule-based investment policy based on purely quantitative criteria. The investment decision focuses on shares of companies that are pioneers in terms of environmental, social and governance aspects. As part of an integrated ESG approach, ethical aspects are also taken into account. Hedging of foreign currency risks is generally not intended, but possible.
 
Performance (2024/02/29)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 11.40 - 29.38 2.70 5.79 6.22 1.63
Annual performance in % (2024/02/29)
Period 2019 2020 2021 2022 2023
Perf 16.55 9.18 2.14 -16.12 16.77
Minimum & maximum performance in % p.a. (2024/02/29)
1Y
59.14
-41.34
3Y
19.94
-24.78
5Y
14.41
-12.66
10Y
9.03
-3.17
 
 
Disclaimer
The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.