GreenStars Funds
Quality brought to the point.
One Fund Family – Many Opportunities
The GreenStars fund family puts sustainability at the center and offers different risk profiles with two mixed funds and one equity fund. The GreenStars funds follow the principles of the European Green Deal, the roadmap for achieving a sustainable EU economy. Please note that investing in securities involves both opportunities and risks.
GreenStars Opportunities
GreenStars Opportunities is a mixed fund with a flexible asset allocation, capable of investing between 51 and 100 percent in equities. Derivatives can be used to reduce the equity portion, alternatively the fund invests in corporate bonds.
The fund emphasizes quality, sustainability, and active risk management. It focuses on large, well-known companies, known as blue-chip companies.
Sustainability & Quality with GreenStars Opportunities
Quality growth focus
The fund invests in companies with high quality standards and growth potential.
Certified excellence
The fund has received the FNG label and the Austrian Ecolabel.
Active management
Strategic asset allocation and targeted risk control.
Price fluctuations
The price of the fund may fluctuate significantly due to various influencing factors.
Exchange rate changes
Due to investments in foreign currencies, the fund value may be affected by exchange rate changes.
Possible capital loss
Capital loss is a possible consequence of investing in the stock market.
Buy fund online
Please note that investing in funds involves both opportunities and risks.
GreenStars Global Equities
GreenStars Global Equities primarily invests in globally active companies with a strong market position. It invests primarily in companies that are pioneers in environmental, social and governance aspects.
Please note that investing in securities involves both opportunities and risks.
GreenStars European Equities
GreenStars European Equities is an actively managed fund that invests in European equities, with a strong focus on quality and sustainability. It targets European companies with robust market positions. Please note that investing in securities involves both opportunities and risks.
GreenStars Moderate
GreenStars Moderate is an actively managed investment fund. Depending on market conditions, the fund can invest up to 35 percent of its assets in equities. It may also invest in government and corporate bonds.
FAQs
The European Green Deal is the European Union’s roadmap for achieving climate neutrality by 2050. It matters for sustainable investing because it influences regulation, reporting requirements and economic incentives across many industries. As a result, some business models may face increasing costs, while companies that support environmental transition may benefit from long-term structural changes in the economy.
Blue-chip companies are typically large, established businesses with strong market positions and a long operating history. They often have more stable revenues, recognised brands and easier access to financing than smaller firms. However, they are not risk-free investments. A common misconception is that size guarantees safety, when in reality all companies remain exposed to market and business risks.
Derivatives are financial contracts whose value is based on another investment, such as stocks, bonds, or currencies. They are used to reduce investment risks or respond to market changes. For example, a fund can use derivatives to partly offset losses when stock markets fall. While derivatives can help manage risk, they are usually more complex than traditional investments and can also lead to losses
GreenStars Balanced
GreenStars Balanced is an actively managed investment fund. The fund may invest up to 50 per cent of its assets in equities. Particular attention is paid to quality and sustainability when selecting securities.
Please note that investing in securities involves both opportunities and risks.
Risk notes of the funds
GreenStars Opportunities
GreenStars Moderate
GreenStars Global Equities
GreenStars European Equities
GreenStars Balanced
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 website 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 fund prospectus or the Information for Investors pursuant to Art 21 AIFMG and the Key Information Document are available, and any additional locations where the documents can be obtained can be viewed on the website 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.
More Information
How heat waves are becoming an economic factor
Heat waves in Europe are becoming more frequent and intense, and so are their economic consequences. As temperatures rise, not only do the burdens on people and the environment increase—the economy is also feeling the effects.
Energy hunger and energy transition
Behind the rapid advances that appear to be continuing unabated are billions in investments in data centres, chips, and, above all, one thing: electricity. The bottleneck is increasingly shifting away from pure computing power towards energy supply.
Why environmental technologies are entering a new phase
What was long discussed primarily as an issue of climate protection and energy efficiency has now become a key concern regarding supply security and competitiveness.