Balanced funds
Professional portfolio management
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What is a balanced fund?
Mixed funds can invest in equities, bonds, commodities and units in other investment funds. They combine the growth opportunities of shares with income from fixed-interest securities. Please note that investing in securities entails risks as well as opportunities.
Our solutions for you
Invest in a dynamic fund
With YOU INVEST FLEXIBLE, you invest in a dynamic mix of different asset classes. Depending on which fund you choose, you will have more or fewer equities or equity funds in your portfolio. Your money is therefore broadly diversified. This reduces risks, but also the opportunities for profit. The composition of the portfolio can change at any time.
Invest in a global mix
Imagine you have a basket filled with apples, pears, and lemons. If you only have apples and no one wants to buy apples anymore, you have a problem. But if you also offer pears and lemons, you can still make money even when apples are no longer in demand. That’s the idea behind diversification.
Take Control of Your Investment Strategy
Are you keeping an eye on the capital markets and looking to seize market opportunities? Do you already have a clear idea of how your portfolio should be structured?
Take a look at our investment tips. There you’ll find interesting investment opportunities from our experts that align with current market trends.
Important information: Please note the disclaimer and legal notes at the bottom of each fund page. Further information and documents, as well as important legal information on the respective fund, in particular specific information on funds managed by other management companies, can be obtained by clicking on the fund name in the fund overview above.
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.