ERSTE STOCK EUROPE EMERGING

Equity fund with a focus on the emerging markets of Central and Eastern Europe

 
Performance goal and investment strategy
The ERSTE STOCK EUROPE EMERGING invests primarily in companies domiciled in or with business interests in Central, Southern and Eastern European countries (incl. CIS, successor states of the Soviet Union and Turkey). The fund's investment process is based on fundamental company analysis. When selecting securities, the focus is on high-quality, high-growth companies. Hedging of foreign currency risks is not planned in principle, but is possible.

Due to the current political situation and the associated uncertainties regarding the fungibility of the Moscow Exchange, the calculation of prices and the trading of unit certificates are being suspended for ERSTE STOCK EUROPE EMERGING. The resumption of unit certificate trading will be announced separately. For further information please see here

The fund employs an active investment policy. The assets are selected on a discretionary basis. The fund is oriented towards a benchmark (for licensing reasons, the specific naming of the index used is made in the prospectus (12.) or KID "Ziele und Anlagepolitik"). The composition and performance of the fund can deviate substantially or entirely in a positive or negative direction from that of the benchmark over the short term or long term. The discretionary power of the Management Company is not limited.
 
Performance (2022/02/24)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf -16.87 - -7.46 -1.61 -2.23 -1.46 2.73
Annual performance in % (2022/02/24)
Period 2017 2018 2019 2020 2021
Perf 5.82 -7.84 34.85 -16.79 21.60
Minimum & maximum performance in % p.a. (2022/02/24)
1Y
192.28
-74.79
3Y
57.11
-32.16
5Y
41.49
-16.39
10Y
16.79
-9.07
 
 
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.