ERSTE STOCK COMMODITIES

Commodity stocks of developed markets
ISIN: AT0000A1E119  

 
Performance goal and investment strategy
The <> invests worldwide primarily in companies in the commodities sector. The fund's investment process is based on fundamental business analysis. As part of the investment strategy, a balanced portfolio from the sectors raw materials and energy as well as a stronger weighting in companies from developed markets is striven for. A hedge against foreign currency risks is generally not provided, but is possible. Ecological and social factors as well as corporate management factors are integrated into the investment process.
 
Performance (2020/06/30)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf -13.93 - -8.70 -1.22 -2.60 - -3.68
Annual performance in % (2020/06/30)
Period 2015 2016 2017 2018 2019
Perf - 20.88 -6.88 -12.15 19.11
Minimum & maximum performance in % p.a. (2020/06/30)
1Y
59.49
-49.66
3Y
19.47
-13.68
5Y
11.29
-9.17
10Y
6.52
-3.06
 
 
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.