ERSTE WWF STOCK ENVIRONMENT

Global equity fund focusing on the environmental technology industry
ISIN: AT0000A044X2  

 
Performance goal and investment strategy
The <> invests worldwide primarily in companies in the field of environmental technology. The investment process of the fund is based on fundamental company analysis. The selection of stocks takes place with a focus on companies in which an environmental benefit could be identified and which primarily active in the areas of water treatment and -supply, recycling and waste management, renewable energy, energy-efficiency and mobility. A hedge against foreign currency risks is generally not provided, but is possible. Since October 2006, a cooperation exists between Erste Asset Management and WWF (World Wide Fund for Nature) and the fund management is supported by an environmental advisory board, initiated by WWF. At the same time, Erste Asset Management donates part of the management fee to the fund. These funds are used to support WWF Austria's water, climate and nature conservation programs. A measurable positive impact on the environment and society is paramount in the investment decision making.
 
Performance (2020/06/30)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 14.35 - 31.74 15.93 8.22 9.28 4.07
Annual performance in % (2020/06/30)
Period 2015 2016 2017 2018 2019
Perf 6.79 -3.70 7.44 -12.03 47.57
Minimum & maximum performance in % p.a. (2020/06/30)
1Y
65.46
-48.02
3Y
28.78
-16.90
5Y
19.07
-11.64
10Y
10.45
-2.95
 
 
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.