YOU INVEST GREEN solidMixed fund with dynamic asset allocation (max. 10% equity exposure) |
Performance goal and investment strategy |
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YOU INVEST GREEN solid offers investors a dynamic mix of different asset classes. Within the YOU INVEST product family for private customers, it is the fund with the lowest risk appetite and suitable for long-term capital accumulation. In return, a correspondingly lower increase in value is expected. The focus is on price stability. The portfolio is continuously monitored by our experts and regularly optimized in line with current market opportunities. The fund management is managed within a comprehensible and structured investment process. Investment decisions align with the ERSTE AM responsible approach, considering sustainable and ethical selection criteria. The fund invests up to 10% in equities or equity funds and up to 100% in bonds or bond funds. |
Performance (2024/03/28) | |||||||
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Period |
YTD |
6m |
1Y (% p a) |
3Y (% p a) |
5Y (% p a) |
10Y (% p a) |
since inc. (% p a) |
Perf | 0.38 | - | 6.13 | -0.42 | 0.63 | 1.03 | 1.23 |
Annual performance in % (2024/03/28) | |||||||
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Period | 2019 | 2020 | 2021 | 2022 | 2023 | ||
Perf | 5.37 | 2.48 | 1.73 | -10.71 | 7.43 |
Minimum & maximum performance in % p.a. (2024/03/28) | |
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1Y |
12.77
|
-12.44
|
|
3Y |
3.46
|
-2.88
|
|
5Y |
1.78
|
-1.84
|
|
10Y |
1.26
|
0.73
|
Disclaimer |
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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. |