Equity management
Benefit from the global exchange of ideas
The equity team of Erste Asset Management has developed a focused range of equity strategies. Our equity team combines cross-market research with the know-how of our local emerging Europe equity specialists. The satellite strategies developed and managed by our team are at our institutional clients’ disposal in form of mutual funds, special mandates, or individual investment solution.
Our approach
In 2015 our equity management team restructured. It now contains specialists for industrialised and emerging equities. The investment process in equity management is more strongly focused on fundamental research.
- Integration of equity specialists from industrialised and emerging economies
- Combination of quantitative and qualitative models and active title selection
Our strengths
Our equity management team cooperates across borders. The know-how of 19 experts from six countries is incorporated in the process regardless of where they are based. This integrated team approach contributes to the development of our active equity selection process and enables us to offer our clients attractive investment solutions.
- Cross-border, integrated team
- Local presence in the region
- Focused range of products
Our range of products and services
In equity management the investment specialists focus on individual markets and sectors. Among the selected satellite strategies are:
- Biotechnology
- Emerging Europe
ERSTE STOCK BIOTEC
The ERSTE STOCK BIOTEC fund invests in the most important biotech companies, primarily those in the USA. Equities from the Pacific region and Europe play a minor role, but are also selectively added to the fund. The currencies are not hedged against the euro. The fund is particularly suitable as an addition to an existing equity portfolio and is geared towards achieving long-term capital appreciation.
Please see the legal risk notes at the end of this page.
ERSTE STOCK EM GLOBAL
The ERSTE STOCK EM GLOBAL fund is an equity fund geared towards achieving long-term capital appreciation. The strategic focus of the fund is on shares of companies in global emerging markets with attractive fundamentals.
Please see the legal risk notes at the end of this page.
Disclaimer and legal notes
ERSTE STOCK EM GLOBAL
ERSTE STOCK BIOTEC
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 web site 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 Key Information Document is available, and any additional locations where the documents can be obtained can be viewed on the web site 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.
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