CORE Equities
The foundation for tomorrow. Low-cost and index-oriented.
CORE Equities:
The foundation for tomorrow
Take part in the world’s leading equity markets with CORE Equities and build a broadly diversified, global portfolio. You can expand it later with additional investment themes.
The portfolio includes 120 companies from developed markets that meet the sustainable Responsible Investment approach of Erste Asset Management.
CORE Equities is a cost-efficient, index-oriented fund solution – ideal as a core investment for both new and experienced investors.
Please note that investing in securities involves both opportunities and risks.
Global
equity fund
Consultation appointment
arrange
Start strong. Expand smartly.
Once you have started your investment, you can flexibly expand CORE Equities at any time with our selection of theme-specific fund products. With the “CORE Satellite” strategy, you can diversify your portfolio even further and invest specifically in themes of your choice.
Opportunity for value appreciation
Your money is invested in promising sectors
Developed markets
The fund invests in companies from developed markets.
Broad diversification
You invest broadly diversified in global equities with a low capital investment.
Price fluctuations
The price of the fund may fluctuate significantly due to various influencing factors.
Exchange rate changes
Due to the investment in foreign currencies, the unit value in euros may be adversely affected by changes in exchange rates.
Capital loss possible
Capital loss is a possible consequence of investing in the stock market.
The global equity index
The Solactive ERSTE DM Equity ESG Base Index is the core element of CORE Equities. The fund tracks this index, which was developed specifically for it. The index represents the shares of the 120 largest companies from developed markets that have been classified as sustainable according to the EAM-Responsible criteria.
Further information on Erste Asset Management's RESPONSIBLE approach can be found here.
The Investment Fund is not sponsored, promoted, sold or otherwise endorsed by SolactiveAG, nor does SolactiveAG offer any express warranty or representation regarding the results of the use of the Benchmark Index and/or the Index Brand or the Index Price at any time or in any other respect.
The full disclaimer of the index provider can be found here.
With George to CORE Equities
The core of your investment. Investing in securities involves risks as well as opportunities.
Buy funds online
If you click on "Buy funds", you will be redirected to George, Austria's most modern banking service.
Open a fund saving plan online
If you click on “Open s Fonds Plan,” you can set up a savings plan via George.
You can also combine this fund with up to four additional funds.
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.
Further information
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