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ERSTE OPPORTUNITIES MIX: the most important questions and answers

ERSTE OPPORTUNITIES MIX: the most important questions and answers
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Benefiting from short and medium-term opportunities on the markets while at the same time betting on long-term future trends – something the new mixed fund ERSTE OPPORTUNITIES MIX makes possible. We have compiled the most important questions and answers about the launch of the new fund for you.

Note: Please note that an investment in securities entails risks in addition to the opportunities described.

In what assets does ERSTE OPPORTUNITIES MIX invest?

The fund focuses on long-term investment themes on the one hand and on short- and medium-term opportunities that may emerge from developments on the market on the other. In a nutshell, it combines both worlds – long-term trends and short- and medium-term opportunities.

As a mixed fund, ERSTE OPPORTUNITIES MIX can draw on a broad spectrum of asset classes: equities, bonds, private listed markets, commodities, and currencies – a broad mix of assets and thus a wide range of opportunities. Please note that investing in securities entails risks as well as opportunities.

What is special about the new fund?

There is a lot of talk on the market about long-term and structural trends that come with great potential. Among them are topics such as environmental technologies, which are particularly crucial in the fight against climate change, artificial intelligence, and digitalisation.

The special and intriguing aspect about ERSTE OPPORTUNITIES MIX is that it focuses on these major trends on the one hand but does not ignore the fact that the markets always offer opportunities to capitalise on short-term developments on the other. This is made possible by the active and flexible management of the fund. As a mixed fund, ERSTE OPPORTUNITIES MIX may also invest in trends that are not accessible via the equity markets. Please note that investing in securities entails risks as well as opportunities.

Short- and medium-term opportunities – what does that mean?

The economy tends to run in cycles: a boom phase is usually followed by an economic downturn. After an economic downturn ends at the bottom, a new recovery and upswing follows, resulting in renewed growth.

Around these economic cycles, there are always opportunities on the market that can be used with an active investment strategy. For example, some sectors of the economy have suffered more than others as a result of the coronavirus crisis, such as the cruise industry. This led to rating downgrades for some companies. As business is flourishing again after the pandemic, there is a chance that these companies may be upgraded again, which would be followed by possible gains in the bond prices of these companies. Thanks to its active and flexible approach, ERSTE OPPORTUNITIES MIX can capitalise on such opportunities. It should be noted that a possible rating downgrade could also lead to price losses.

What long-term trends does the fund focus on?

The world is changing, and some investment themes are becoming increasingly important. Trends such as the rise in digitalisation and the energy transition are likely to have a major impact on our lives over the coming decades.

It therefore makes sense to focus on these long-term and structural developments, even if it is not yet clear which technologies and companies will prevail within the trends in the long term. Here is an overview of the most important long-term trends on which ERSTE OPPORTUNITIES MIX focuses:

But how are these trends now being reflected in the fund? With regard to AI, for example, the focus is on pioneering companies in this technology. These include the major technology groups Nvidia, Microsoft, and the semiconductor company ASML.

Please note: the companies listed here have been selected as examples and do not constitute an investment recommendation. Promising companies may not be investable for sustainability reasons. It is not yet possible to predict which companies will benefit most from these trends in the long term.

How and where can one buy the new fund?

ERSTE OPPORTUNITIES MIX can be bought at all Erste Bank and Sparkasse branches throughout Austria, online, or in George, also after the end of the subscription period. If you want to start your investment gradually or make a regular contribution to ERSTE OPPORTUNITIES MIX, you can also open a savings plan for the fund. This is possible from as little as EUR 50.

Please note: The average cost effect decreases as the term of the savings plan increases, as the assets saved behave more and more as if the total amount had been invested once. Depending on market developments, a one-off investment can also prove to be more favorable. Investing in securities involves risks as well as opportunities

Fund profile:

Fund nameERSTE OPPORTUNITIES MIX
Subscription period6 May – 30 May 2024
Fund launch date3 June 2024
ISIN dividend fundAT0000A3BMH2
ISIN accumulating fundAT0000A3BMJ8
Risk indicator according to KIID3
Management feeUp to 1.2% p.a.

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Notices ERSTE OPPORTUNITIES MIX

Warning notice according to the Austrian Investment Fund Act of 2011

ERSTE OPPORTUNITIES MIX may invest a significant portion of its assets under management in shares of investment funds (UCITS, UCI) as defined by sec 71 of the Austrian Investment Fund Act of 2011.

The fund pursues an active investment policy and does not follow a benchmark. The assets are selected at our discretion, without any constraints to the latitude of judgement on the investment company’s part. Please note that investing in securities also harbours risks in addition to the opportunities described above.

For further details on the sustainable strategy of ERSTE OPPORTUNITIES MIX and on the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector and the Taxonomy Regulation (Regulation (EU) 2020/852) please refer to the current prospectus, section 12 and the appendix, “Sustainability principles”. When deciding to invest in ERSTE OPPORTUNITIES MIX, please take into account all features and goals of ERSTE OPPORTUNITIES MIX as described in the fund documents.

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Legal disclaimer

This document is an advertisement. Unless indicated otherwise, source: Erste Asset Management GmbH. The language of communication of the sales offices is German and the languages of communication of the Management Company also include English.

The prospectus for UCITS funds (including any amendments) is prepared and published in accordance with the provisions of the InvFG 2011 as amended. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in conjunction with the InvFG 2011.

The currently valid versions of the prospectus, the Information for Investors pursuant to § 21 AIFMG, and the key information document can be found on the website www.erste-am.com under “Mandatory publications” and can be obtained free of charge by interested investors at the offices of the Management Company and at the offices of the depositary bank. The exact date of the most recent publication of the prospectus, the languages in which the key information document is available, and any other locations where the documents can be obtained are indicated on the website www.erste-am.com. A summary of the investor rights is available in German and English on the website www.erste-am.com/investor-rights and can also be obtained from the Management Company.

The Management Company can decide to suspend the provisions it has taken for the sale of unit certificates in other countries in accordance with the regulatory requirements.

Note: You are about to purchase a product that may be difficult to understand. We recommend that you read the indicated fund documents before making an investment decision. In addition to the locations listed above, you can obtain these documents free of charge at the offices of the referring Sparkassen bank and the offices of Erste Bank der oesterreichischen Sparkassen AG. You can also access these documents electronically at www.erste-am.com.

N.B.: The performance scenarios listed in the key information document are based on a calculation method that is specified in an EU regulation. The future market development cannot be accurately predicted. The depicted performance scenarios merely present potential earnings, but are based on the earnings in the recent past. The actual earnings may be lower than indicated. Our analyses and conclusions are general in nature and do not take into account the individual characteristics of our investors in terms of earnings, taxation, experience and knowledge, investment objective, financial position, capacity for loss, and risk tolerance.

Please note: Past performance is not a reliable indicator of the future performance of a fund. Investments in securities entail risks in addition to the opportunities presented here. The value of units and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your units. Persons who are interested in purchasing units in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision. If the fund currency is different than the investor’s home currency, changes in the relevant exchange rate can positively or negatively influence the value of the investment and the amount of the costs associated with the fund in the home currency.

We are not permitted to directly or indirectly offer, sell, transfer, or deliver this financial product to natural or legal persons whose place of residence or domicile is located in a country where this is legally prohibited. In this case, we may not provide any product information, either.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of the fund to American or Russian citizens.

It is expressly noted that this communication does not provide any investment recommendations, but only expresses our current market assessment. Thus, this communication is not a substitute for investment advice, does not take into account the legal regulations aimed at promoting the independence of financial analyses, and is not subject to a prohibition on trading following the distribution of financial analyses.

This document does not represent a sales activity of the Management Company and therefore may not be construed as an offer for the purchase or sale of financial or investment instruments.

Erste Asset Management GmbH is affiliated with the referring Sparkassen banks and Erste Bank.

Please also read the “Information about us and our securities services” published by your bank.

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