Equity funds
Appropriate risk diversification
Investment into Equity funds
When investing in individual stocks, you should constantly monitor and actively manage your portfolio. Many investors find the necessary study of analysis to be an overly complex and time-consuming process. Equity funds allow you to invest in a number of individual stocks selected by our portfolio managers. This broad diversification reduces the risk associated with individual stocks.
TOP STOCKS
TOP STOCKS equity mutual fund managed using a "focus investing" investment strategy (investment in a concentrated portfolio of stocks).
The fund invests in stocks traded on developed stock markets (mainly in the US, Canada and Europe).
Individual companies are selected using a method called "stock picking" (actively selecting individual stocks with long-term growth potential).
Currency risk is actively managed.
Given the investment strategy, the fund is suitable for regular investing and as part of the equity portion of an investment portfolio.
STOCK SMALL CAPS
STOCK SMALL CAPS is an open-ended equity mutual fund designed for dynamic investors with a long-term investment horizon.
The fund invests in a concentrated portfolio of stocks issued by companies with lower market capitalization (so-called Small Caps) traded on developed stock markets in Europe and North America.
Investing is done by actively selecting individual stocks for long-term appreciation (stock-picking). The Fund's portfolio typically represents at least forty different investment ideas with approximately equal weightings.
The risk arising from investments in local currencies is actively managed through the use of available hedging instruments.
Given the investment strategy, the Fund is suitable for regular investment.
Equity funds
Important Notice:
For more information and documents on the respective funds, please click on the fund name in the overview above. Investing in securities and other investment instruments invariably involves the risk of fluctuations in the current value of the amount invested and the returns thereon, and the return on the amount invested is not guaranteed. Past performance is no guarantee of future performance. Any use of this information should therefore be preceded by consultation with a professional investment adviser to ensure that the planned investment is consistent with the investor's needs and priorities and to inform the investor of the potential risks of the particular investment.
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.