Equity funds

Mitigated risks

Mitigated risks

Equity funds offer long-term investments for investors who do not have sufficient resources or experience to invest directly on the stock exchange.


It is important to know that performance is notable in the long run, and risks are higher due to exposure to equity price volatility. Nevertheless, returns may offset such risks.

ERSTE EQUITY ROMANIA 

ESPA D-A-CH

The open-end investment fund ERSTE EQUITY ROMANIA is an equity fund designed for those who would like to invest in the Stock Exchange, but they do not have enough capital to build a portfolio of dozens of shares, and neither the time nor the experience to evaluate and track the evolution of each . Most assets of the ERSTE EQUITY ROMANIA fund, around 85%, are invested in equities. In addition, it aims to maintain an exposure of at least 70% in local currency. It is important to know that for this fund, the real evolution of the market is seen in the long run.

Please read our risk disclaimers at the bottom of the page.

Fund List - Equity funds

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

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Disclaimer

Previous performance of the Fund is not a guarantee of future results! Please read the prospectus and the key investor document (KID) provided in art. 98 of G.E.O. no. 32/2012 before investing in fund! The Prospectus and the key investor document (KID) are available in Romanian and English language on www.erste-am.ro and may be obtained from the agencies/units pertaining to the Romanian Commercial Bank and from the premises of SAI Erste Asset Management S.A.

Open end fund ERSTE Money Market RON (former ERSTE Monetar), NSC Decision 596/04.07.2012, FSA Register no. CSC06FDIR/400079; Open end fund ERSTE Bond Flexible RON (former BCR Obligatiuni), NSC Decision 1872/2007 FSA Register no. CSC06FDIR/400039; Open end fund ERSTE Bond Flexible Romania EUR, NSC Decision 371 / 25.04.2013, FSA Register CSC06FDIR / 400081; Open end fund ERSTE Balanced RON (former BCR Dinamic), NSC Decision 3117/2004, FSA Register no. CSC06FDIR/400002; Open end fund ERSTE Equity Romania (former BCR Expert), NSC Decision 3215/2005, FSA Register nr. CSC06FDIR/400024; Open end fund YOU INVEST Solid RON, FSA Authorisation no. A/21/2014, FSA Register no. CSC06FDIR/400087; Open end fund YOU INVEST Balanced RON, FSA Authorisation no. A/23/2014, FSA Register no. CSC06FDIR/400089; Open end fund YOU INVEST Active RON, NSC Decision no. 1870/2007, FSA Register no. CSC06FDIR/400042; Open end fund YOU INVEST Solid EUR, FSA Authorisation no. A/22/2014, FSA Register no. CSC06FDIR/400088; Open end fund YOU INVEST Balanced EUR, NSC Decision no. 370/ 2013, FSA Register no.CSC06FDIR/400082; Open end fund YOU INVEST Active EUR, NSC Decision no. 369/2013, FSA Register no. CSC06FDIR/ 400083.

SAI ERSTE Asset Management SA, authorized by NSC with the Decision no 98/21.01.2009, registered with FSA Public Registry with number PJR05SAIR/400028, Number General Registry ANSPDCP: 0017716, Phone: 0372.269.999; Fax: 0372.870.995; www.erste-am.ro; email: office@erste-am.ro.

Depository: BCR SA