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Product Information
Invest without going through the stock exchange
The ERSTE IMMOBILIENFONDS enables interested investors to make small or large investments in European real estate. The fund is an open retail fund as defined in the Austrian Real Estate Investment Fund Act (ImmoInvFG). Unlike for real estate stocks, the price for retail funds is not dictated by developments on the stock exchange, but reflects the value of the properties held in the fund's portfolio. This means that you can buy and also sell your shares in the fund regardless of the supply and demand on the stock exchange.
Investment strategy
The ERSTE IMMOBILIENFONDS concentrates on developed residential properties and also offices and shops. The individual properties are selected on the basis of their ability to generate sustainable. The fund's regional focus is on Austria and Germany (currently no investments in other EU countries).The overall goal is to set up a portfolio of stable real estate investments while ensuring broad risk diversification by investing in different regions and utilisation classes. The ERSTE IMMOBILIENFONDS allows you to profit from the earnings potential of real estate.
The ERSTE IMMOBILIENFONDS at a glance
- Portfolio addition for long-term wealth accumulation- Continual earnings through high-quality properties
- Purchase and sale of shares independent of the stock exchange
- Small and large investments possible, starting at regular payments of EUR 30 with the capital plan
Please note:
- Changes on the real estate markets influence the performance of the fund- There is the risk that tenants may move out, leaving part or all of a given property vacant.
- Real estate investments can decrease in value and negatively impact the performance of the fund.
- A minimum investment horizon of four years is recommended (depending on the market developments)
- The issue and redemption of shares may be suspended due to exceptional circumstances.
The ERSTE IMMOBILIENFONDS is available at ERSTE Bank and the Sparkassen savings banks.
This document is an advertisement. We expressly draw your attention to the fact that a full prospectus in accordance with the Real Estate Investment Fund Act (Immobilien-Investmentfondsgesetz/Immo InvFG), Federal Law Gazette No. 80/2003) as amended and the general and special fund requirements can be viewed at the registered domicile of Erste Immobilien KAG (the issuer) and Erste Group Bank AG (the custodian bank). The prospectus will be published in the official gazette of Wiener Zeitung (Amtsblatt zur Wiener Zeitung) and on the web site of Erste Immobilien KAG (www.ersteimmobilien.at). All prospectuses can be viewed free of charge. We will willingly provide the exact date of publishing and other locations where prospectuses can be obtained on request. This document is neither intended as investment advice nor as a recommendation to make an investment. It is intended solely as a source of information for our investors and cannot replace personal advice provided to the investor on the basis of his or her individual expectations and circumstances. This document is based on the knowledge available to the persons who prepared the document at the time of preparation. Our analyses and conclusions are of a general nature and do not take into account the individual expectations and needs of our investors in terms of earnings, taxation or willingness to accept risk. Please note that an investment in securities also entails risks alongside the opportunities outlined above. Errors and misprints expected. ERSTE Immobilien Kapitalanlagegesellschaft m.b.H , Windmühlgasse 22-24 1060 Wien