Fixed income funds

What is a fixed income fund?

Fixed income funds are suitable for investments over a period of 2 to 3 years.


The Fund Manager invests more than 80% of the portfolio in bonds, i.e. fixed-income financial instruments such as municipal, Government or corporate bonds, as well as in bank deposits and other financial instruments.

ERSTE LIQUIDITY RON (former ERSTE MONEY MARKET RON)

ERSTE MONEY MARKET RON

If your money is placed in a bank deposit, you are saving it. But if your money is placed in the ERSTE LIQUIDITY RON (former ERSTE MONEY MARKET RON) open-end investment fund, you’re already making investments!

ERSTE LIQUIDITY RON (former ERSTE MONEY MARKET RON) open-end investment fund is a short term bond fund whose financial objective is to raise financial resources through an ongoing offer of fund shares for the purposes of low to medium risk investments on money markets and capital markets. 

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

 

ERSTE BOND FLEXIBLE RON 

ESPA SELECT BOND DYNAMIC

ERSTE BOND FLEXIBLE RON open-end investment fund is a fixed income fund whose investment policy aims at portfolio diversification for risk mitigation purposes. The fund invests mainly in bonds, with at least 70% exposure in local currency. The fund does not invest in equities. Strategic allocation in terms of geographic location is 80% in financial instruments issued/offered by entities incorporated in Romania or having Romania as their main trading market.

Please read our risk disclaimers at the bottom of the page

Fund List - fixed income 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

This is an advertising material. Previous performance of the Fund is not a guarantee of future results! Please read the prospectus and the key investor document (KIID) 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.