Funds for pension provisions - tax free profit allowances

Funds for pension provisions and tax-free profit allowances

The funds listed below are eligible to be held as securities coverage for Austrian pension provision requirements (§ 14 EStG in conjunction with § 25 PKG).

The eligibility of mutual funds as investments for the tax-free profit allowance was temporarily suspended by the government. Customers can again invest their tax-free profit allowances in the funds listed below for financial years beginning after 31 December 2016.

In addition to the funds listed below,  ERSTE IMMOBILIENFONDS is also eligible to be held as securities coverage for Austrian pension provision requirements.

Penzijní fondy

Důležité upozornění:

Další informace a dokumenty o příslušných fondech naleznete kliknutím na název fondu ve výše uvedeném přehledu. Investování do cenných papírů a jiných investičních nástrojů v sobě vždy zahrnuje riziko kolísání aktuální hodnoty investované částky a výnosů z ní, přičemž není zaručena návratnost investované částky. Minulá výkonnost přitom nezaručuje výkonnost budoucí. Případnému využití těchto informací by měla proto předcházet konzultace s odborným investičním poradcem, který zajistí, že plánovaná investice bude v souladu s potřebami a prioritami investora, a seznámí jej s případnými riziky konkrétní investice.

Disclaimer

This material is an advertisement and serves only to provide additional information about the mutual funds managed by Erste Asset Management GmbH ("Erste AM").

Basic documents about the mutual funds are Fund rules ("Statut") and the Key Investor Information. Statutes of the Funds are submitted to the Czech National Bank in accordance with Czech law and their current versions are available at the registered office of Erste AM or on the website www.erste-am.cz.

The analyses and conclusions published in this material are of a general nature and do not take into account the personal needs of individual investors in terms of income, financial situation or risk tolerance. They are in no way investment recommendations. Any use of this information should therefore be preceded by consultation with a professional investment adviser to ensure that the planned investment is in line with the investor's needs and priorities and to inform the investor of the potential risks of the particular investment.

Where any return is mentioned in the information material, it should always be based on the principle that past returns are no guarantee of future returns. Any investment involves the risk of volatility in value and changes in exchange rates and the return on the original investment and the amount of any profit is in no way guaranteed. Past performance figures include the effect of fees, commissions and taxes associated with the management of the Fund. Only entry and exit fees related to the distribution of units, if any, are not included.

Erste AM and the managed investment funds registered in the Czech Republic are subject to the supervision of the Czech National Bank.