WWF Standard
Valid for ERSTE WWF STOCK ENVIRONMENT
The WWF Standard applies to the ERSTE WWF STOCK ENVIRONMENT. Defined environmental and sustainability criteria are used to select the companies included in the fund. The WWF helped to develop the fund’s positive and exclusion criteria and continues to contribute its specialist expertise to their ongoing development.
Direct investments in issues by companies
Controversial behavior
Direct investments in issues by companies
Controversial activities
zero tolerance
maximum 5% of revenues
In order to keep exclusion criteria operationally feasible in the sense of a detection limit, these refer to practicable / available reference values such as company turnover, share of total reserves for companies or GDP for countries. The exclusion criteria also apply to consolidated shareholdings (> 50% shareholding).
Publications and policies mentioned
Policy against speculation on food and agricultural commodities
August 2026: Complete revision and redesign of the exclusion criteria.
May 2026: Companies - changes for
- Whaling & Washington Convention of endangered species agreement (CITES): Criteria has been deleted.
- Banks and financial services: from zero tolerance / max. 5% of revenues changed to no relevance.
- CFC- and HCF emitting Products: change of the wording - „trade“ deleted
November 2025: Companies - Tobacco. The list of criteria has been updated.
July 2025:Companies - Fossil Fuels - Renaming from „Refining and liquefaction of hard coal and lignite" to „Fuels produced from coal“,
June 2025: Companies - Weapons and Armaments - Manufacturers of banned weapons and/or their essential components: Criteria has been added.
May 2025: Companies - Destruction of natural habitats: Criteria has been deleted.
April 2025: Companies - changes for
- Destruction of natural habitats: from zero tolerance to max. 5% of revenues
- Alcohol: added max. 5% of revenues
- Genetic Engineering: from max. 5% of revenues to zero tolerance
- Nuclear Energy: from max. 5% of revenues to zero tolerance
- Pornography: from max. 5% of revenues to zero tolerance
- Tobacco - Production (incl. endproducts) and trade of tobacco: from max. 5% of revenues to zero tolerance
- Weapons and Armaments - Manufacturers of conventional weapons and/or their essential components: from max. 5% of revenues to zero tolerance
Disclaimer
This document is an advertisement. Please refer to the prospectus of the UCITS or to the Information for Investors pursuant to Art 21 AIFMG of the alternative investment fund and the Key Information Document before making any final investment decisions. All data is sourced from Erste Asset Management GmbH, unless indicated otherwise. Our languages of communication are German and English.
The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to Art 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in connection with the InvFG 2011.
The fund prospectus, Information for Investors pursuant to Art 21 AIFMG, and the Key Information Document can be viewed in their latest versions at the website www.erste-am.com within the section mandatory publications or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the fund prospectus or the Information for Investors pursuant to Art 21 AIFMG and the Key Information Document are available, and any additional locations where the documents can be obtained can be viewed on the website www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.
The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.
Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to Art 21 AIFMG of the respective fund. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.
Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund.
The issue and redemption of unit certificates and the execution of payments to unit holders has been transferred to the Fund's custodian bank/depositary, Erste Group Bank AG, Am Belvedere 1, 1100 Vienna, Austria. Redemption requests can be submitted by investors to their custodian bank, which will forward them to the Custodian Bank/Depositary of the Fund for execution via the usual banking channels. All payments to investors are also processed via the usual banking clearing channel with the investor's custodian bank. In Germany, the issue and return prices of shares are published in electronic form on the web site www.erste-am.com (and also at www.fundinfo.com). Any other information for Shareholders is published in the Bundesanzeiger, Cologne.