ERSTE RESPONSIBLE STOCK GLOBAL CZK

Equities worldwide emphasizing sustainability
ISIN: AT0000A1AW14  

 
Performance goal and investment strategy
The <> serves as a feeder fund for the ERSTE RESPONSIBLE STOCK GLOBAL fund (master fund). Foreign exchange risks of the master fund are hedged within the feeder fund against the Czech crown. The master fund is an actively managed sustainability equity fund that invests throughout the world. The fund’s structure is geared towards the MSCI World Index. The fund is managed based on a four-level investment process. At level 1 the investment universe is filtered based on ESG criteria defined within the “EAM ESG Rating”. At level 2 companies are excluded through “Best in class” approach and exclusion criteria and discussed by an investment board. At level 3 portfolio is established and risk management is defined. At level 4 the EAM Engagement Policy takes place.
 
Performance (2019/11/29)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 25.61 - 15.39 8.60 - - 5.48
Annual performance in % (2019/11/29)
Period 2014 2015 2016 2017 2018
Perf - 1.76 -2.02 13.42 -11.97
Minimum & maximum performance in % p.a. (2019/11/29)
1Y
18.26
-15.87
3Y
9.02
-0.47
 
 
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.