ERSTE RESPONSIBLE STOCK AMERICA

North American equities with a focus on sustainability
ISIN: AT0000639463  

 
Performance goal and investment strategy
The <> fund is a fund geared towards long-term capital appreciation with a focus on the North American equity market. When choosing securities, the fund management pursues an active approach using fundamental valuation methods and technical selection criteria. There are large-cap stocks in the portfolio as well as medium and small companies. Foreign currencies are generally not hedged.
 
Performance (2019/11/29)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 29.86 - 18.31 9.35 8.15 12.11 3.24
Annual performance in % (2019/11/29)
Period 2014 2015 2016 2017 2018
Perf 22.66 5.76 7.50 0.08 -1.87
Minimum & maximum performance in % p.a. (2019/11/29)
1Y
52.24
-47.34
3Y
33.49
-20.56
5Y
28.26
-9.57
10Y
17.57
-6.70
 
 
Disclaimer
Full names of open Mutual funds are given in the fund statutes (prospectuses). Pursuant to rules applicable to collective investment, the manager informs that neither the current or expected performance will guarantee the future performance. Investment in investment certificates contains the risk that the current value of amount invested and yields on the amount will fluctuate; thus return on the amount invested is not guaranteed. All information provided herein is of informative nature only and it should not substitute the statute (prospectus) or give its overall summary. Before using this website/information for investment, you should consult consultants of Česká spořitelna. If any yield is mentioned in the reference material, you should always bear in mind that past yields will not guarantee future yields, that any investment is subject to the risk of value fluctuations and change of exchange rates, and that return on the amount invested or profit margin cannot be guaranteed.