Which funds are eligible for tax allowances?
The funds listed below qualify for the tax allowance pursuant to sect. 14 of the Austrian Income Tax Act (EStG). These funds comply with the statutory requirements for tax-deductible investments. After the mandated holding period of four years, you can sell them at your own discretion without subjecting yourself to subsequent taxation.
In addition to the funds below, ERSTE IMMOBILIENFONDS* and ERSTE RESPONSIBLE IMMOBILIENFONDS also qualify for this kind of allowance.
* The ERSTE IMMOBILIENFONDS is currently not available for investing.