Balanced funds

Professional portfolio management

*If you click on Go to George, you will be redirected to George.

What is a balanced fund?

Funds that invest across different asset classes (e.g. both bonds and equities) combine the growth opportunities of equity exposure with yields from fixed-income securities. Balanced funds give the fund manager more room for manoeuvre when it comes to investment.

"Are you already wealthy and would like to take advantage of opportunities on the international capital markets? The main wish of most investors is to achieve satisfactory returns with as little risk as possible. In uncertain times, the question of the most suitable form of investment for you is not easy to answer. Should you invest in equities or in lower-risk government securities? Take advantage of the experience and competence of our investment experts so that you are on the right track with your investment, even in difficult times."



Mag. Heinz Bednar, CEO

Our solutions for you

YOU INVEST GREEN

Simple, transparent, flexible. This is what our new investment concept looks like. Different goals require different investment strategies – our experts take care of the specifics. Do you want to save up for your children’s education, make sure you get a pension once you have retired, or set aside money for your lifetime dream? YOU INVEST GREEN stands for a fair balance between return and risk.

Please see the legal risk notes at the end of this page.

Design your own investments

Are you constantly monitoring developments on the capital markets and want to take advantage of market opportunities as they arise? Do you already have a clear idea of what your portfolio should look like? Take a look at our investment tips. Here you will find the product recommendations of our experts according to the current market opportunities. Alternatively, you can also go to George, Austria's most modern banking service, to invest in the fund of your choice.

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

Are you interested in the topic of asset accumulation and retirement planning?

With our investment funds you will find your personal solution.

YOU INVEST GREEN advanced

YOU INVEST GREEN solid

YOU INVEST GREEN balanced

YOU INVEST GREEN active

YOU INVEST GREEN progressive

Disclaimer

This document is an advertisement. 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 § 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 § 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 § 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 public sale of shares in the specified fund in Germany was registered with the Federal Financial Supervisory Authority, Bonn, pursuant to the German Kapitalanlagegesetzbuch (KAGB). The payment and information office in Germany is HSBC Trinkaus & Burkhardt AG, Königsallee 21–23, D-40212 Düsseldorf. Orders for the return of shares in the fund(s) can be submitted to the German payment and information office, and share redemption proceeds, any dividends or other payments can be paid out to Shareholders (in cash in the local currency) by the German payment office upon request. In addition, all information required by investors before and after the conclusion of an investment agreement – i.e. the fund terms and conditions, the fund prospectus, the Information for Investors pursuant to § 21 AIFMG, and the Key Information Document and the annual and semi-annual reports – is available free of charge at the German payment and information office. 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. 

Contact

Do you have questions or would like to get more information?

Your advisor at Erste Bank or Sparkasse is happy to help you.

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