ERSTE GREEN INVEST MIX

The future is green - why not your money too?

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Investing in green

The ERSTE GREEN INVEST MIX offers investors a mix of stocks and bonds. The management company purchases assets that it classifies as sustainable. In the equity portion, the fund invests globally in companies that make a positive contribution to ecological megatrends. In the bond portion, the fund buys, among other things, so-called green bonds. These green bonds are debt securities used to support environmental projects. The portfolio includes companies from various sectors such as water, recycling, and renewable energy.

Please note that investing in securities involves risks in addition to the opportunities described.

Mixed fund with a focus on environmental sustainability

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Environmental Benefits of the Companies in the Fund

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Sustainable wealth accumulation

Your money is invested in accordance with strict sustainability criteria.

Positive impact

The fund aims to have a measurable positive impact on the environment and / or society.

Broad diversification

You invest broadly diversified in various companies from the environmental sector.

Price fluctuations

The price of the fund can fluctuate significantly due to various influencing factors.

Exchange rate changes

Due to the investment in foreign currencies the fund value may be adversely affected by changes in exchange rates.

Capital loss possible

Capital loss is a possible consequence of investing in the stock market.

Invest in a
better future.

Shape a sustainable future by investing in a fund that aims to have a demonstable positive impact on the environment.
 

Think of yourself
and your environment.

Invest as little as 50 euros in a sustainable investment fund that invests primarily in shares from the environmental technology sector.

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Investment in environmental technologies

ERSTE GREEN INVEST MIX invests worldwide in companies that are among the pioneers in the field of environmental technologies. The fund aims to achieve a measurable, positive impact on the environment with its investments. The focus is on the following five themes:

Energy

Engery efficiency an renewable energies to achieve the Paris climate targets

Water

Protecting water for a secure supply and functioning ecosystems

Waste & Recycling

Recovering resources through recycling, avoiding CO2 and other environmental damage

Transformation

Leader in the transformation of environmentally harmful processes of the "old economy" for a clean, sustainable future

Adaptation

Adaption to the unavoidable consequences of climate change to protect people an the economy

Our fund managers do not invest in all companies for sustainability reasons. It is still unclear which companies will be leaders in these areas in the future. Please note that investing in securities involves both opportunities and risks.

Which companies are invested in?

The investments focus on sectors and companies that offer solutions in the fight against climate change and can "mitigate" its consequences. Here are some examples of sustainable companies in which the fund invests.

The companies listed have been selected as examples and do not constitute an investment recommendation. There is no guarantee that the securities will be permanently included in the portfolio.

Exclusion criteria (excerpt)

* see column ESG Responsible Funds

  • Child labor
  • Forced labor
  • Discrimination at work
  • Human rights violations
  • Animal testing
  • Food speculation
  • Nuclear energy
  • Coal mining
  • Tobacco industry
  • Manufacturers of weapons

A Proven Track Record in Sustainability

The EU Disclosure Regulation ensures transparency in sustainable investments. The ERSTE GREEN INVEST MIX is one of the funds that has a demonstrably positive impact on society and the environment. The companies in the fund contribute significantly to environmental protection every year. This is shown by the following figures from recent years:

Clean Drinking Water

Almost 6 million people were provided with clean drinking water.

Sustainable Forest Management

352,500 hectares of forest were placed under sustainable management in 2023.

CO₂ Reduction

123 million tons of greenhouse gas emissions were avoided per year.

This is a snapshot. The composition may change over time. The indicators reflect the total impact of the companies held by the fund on the reporting date. It is not about the share of the ERSTE GREEN INVEST MIX, but about the overall impact of the companies.

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

Demystifying the greenness of funds

The EU Taxonomy sets new standards for sustainable investments - but what does this mean for Green funds?
Read article

Green bonds for clean energy

Green bonds are bonds whose issue proceeds are exclusively used to finance existing or new projects with environmental benefits
Read blog post

Trump and green stocks – Interview with fund manager Alexander Weiss

As a result of the US election, some cleantech stocks have corrected sharply.  Interview with Alexander Weiss on how fund managers position themselves and what opportunities arise.
Read interview

Contact

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

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