ERSTE FUTURE INVEST

Invest in the future.

Megatrends will shape the world for decades to come. We are at the beginning of far-reaching developments in people's lifestyles, the use of new technologies (e.g. artificial intelligence), groundbreaking advances in healthcare or in the environment (e.g. clean energy). Megatrends generate growth and therefore opportunities for investors who invest in the most exciting companies. With the ERSTE FUTURE INVEST fund, you invest in shares in what we consider to be the 5 most important megatrends. Please note that investing in securities entails risks in addition to the opportunities described.

Megatrends will shape the world for decades to come. We are at the beginning of far-reaching developments in people's lifestyles, the use of new technologies (e.g. artificial intelligence), groundbreaking advances in healthcare or in the environment (e.g. clean energy). Megatrends generate growth and therefore opportunities for investors who invest in the most exciting companies. With the ERSTE FUTURE INVEST fund, you invest in shares in what we consider to be the 5 most important megatrends. Please note that investing in securities entails risks in addition to the opportunities described.

Future-oriented investment in megatrends

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All information about the fund

ERSTE FUTURE INVEST is an actively managed global equity fund that invests in megatrends. In addition to the predominant focus on individual stocks, specialized equity funds are added to the portfolio.

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Note: Depending on the performance of the investment fund, the performance of an s Fund Plan will differ from (that of) a single investment (higher or lower). A loss of capital is possible in both cases

Technology & innovation

Behind these buzzwords lies a whole range of trends such as "robotics", "Internet of Things", "artificial intelligence", "virtual and augmented reality" and "autonomous driving".

Lifestyle

Lifestyle is changing not only in terms of nutrition, but also in other areas such as fitness and body awareness. It is also becoming normal to share cars, workplaces, homes and much more ("sharing economy").

Health & preventive health care

Globally, society is becoming increasingly older. Companies that offer products related to medical care and support can benefit from this development.

Environment & clean energy

The massive expansion of renewable energy is necessary to achieve the targets set out in the Paris Climate Agreement ("climate challenge"). Other sub-trends are "smart cities", "water efficiency" and trends towards waste prevention.

Economic forces in transition

On average, the economies of Western countries are growing less rapidly than those of emerging markets. This development is being driven by the rapid growth in consumption and investment in the emerging markets.

Interested in learning more about megatrends?

Disclaimer and legal notes

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. 

Contact

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