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ESPA STOCK BIOTEC

ESPA STOCK BIOTEC

The ESPA STOCK BIOTEC fund invests in the most important biotech companies, primarily those in the USA. Equities from the Pacific region and Europe play a minor role, but are also selectively added to the fund. The currencies are not hedged against the euro. The fund is particularly suitable as an addition to an existing equity portfolio and is geared towards achieving long-term capital appreciation.

Please see the legal risk notes at the end of this page.

TOP STOCKS

ERSTE BOND CORPORATE PLUS

TOP STOCKS is an equity mutual fund intended for dynamic investors with a long-term investment horizon.

The fund invests in a concentrated portfolio of equities traded in developed markets. In order to achieve this objective the fund manager applies investment strategy known as "stock picking", which is a method of active search for individual stock titles with a long-term growth potential. The share of the equity part can range from 80% to 100%. The
portfolio of the fund usually represents 25 various investments ideas whose weights are usually the same.

In consideration of the investment strategy, the fund is ideal for regular investments and as a part of the equity portion of the investment portfolio.

The risk arising from investments into local currencies is
actively managed.

STOCK SMALL CAPS

ESPA STOCK TECHNO

STOCKS SMALL CAPS is equity  mutual fund intended for dynamic investors with a long-term investment horizon.

The fund invests into a concentrated portfolio of equities issued by companies with lower market capitalisation (so-called Small Caps) traded on developed stock markets in Europe and North America. The objective is attained by the active choice of individual shares for long-term appreciation (so-called Stock-picking).

The fund’s portfolio normally represents at least 40 various investment ideas with about the same weight.  

The risk arising from investments into local currencies is actively managed using available hedging instruments.

In view of the investment strategy the fund is suitable for regular investments.

OPTIMUM

ERSTE RESPONSIBLE STOCK DIVIDEND

OPTIMUM is mixed mutual fund with an intelligent investment strategy.

The fund is a comprehensive investment portfolio. By means of an intelligent investment strategy it responds flexibly to the market trend making it possible to adjust the ratio between the portfolio’s conservative and dynamic component. 

The share of dynamic assets will be maintained at a neutral weight of 50%.

The risk arising from investments into local currencies is actively managed.

Contact

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

Your advisor at Česká spořitelna is happy to help you.

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Please read more about our funds in the Erste AM Blog

Read commentaries and analyses on topics such as Equities, Sustainable Investment, Eastern Europe/Emerging Markets in Erste Asset Management’s investment blog.

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