ERSTE RESPONSIBLE STOCK AMERICA

Sustainable equity fund North America

 
Performance goal and investment strategy
ERSTE RESPONSIBLE STOCK AMERICA is a sustainability equity fund that primarily invests in shares of selected companies based or stock exchange listed in North America. The fund's investment process is based on fundamental business analysis. When selecting stocks, high-quality, high-growth companies are used. Investing in shares of companies that are pioneers in terms of ecological, social and governance aspects is the focus of the investment decision. A holistic ESG approach also takes ethical aspects into account. Hedging against foreign currency risks is generally not provided, but is 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 9.75 - 28.36 10.00 14.49 11.70 5.86
Annual performance in % (2024/02/29)
Period 2019 2020 2021 2022 2023
Perf 31.50 22.47 29.63 -18.95 18.75
Minimum & maximum performance in % p.a. (2024/02/29)
1Y
87.46
-47.34
3Y
33.49
-20.56
5Y
28.26
-9.57
10Y
17.57
-6.70
 
 
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.