Investing sustainably
Taking care of our planet is one of the most pressing issues of our time.
ERSTE IMMOBILIENFONDS
The fund mostly invests in real estate in Austria. These are so-called tangible assets: real, physical things. Many of them are on our doorstep, and you can reach them by public transport.
ERSTE IMMOBILIENFONDS focuses on residential properties. It also invests in offices and shops. The portfolio (that’s all the real estate in which the fund invests) is broadly diversified. It includes existing buildings and residential developments in Austria and Germany.
In managing the ERSTE IMMOBILIENFONDS, ERSTE Immobilien KAG complies with the “Guidelines for Ethical Investments of the Austrian Bishops’ Conference and the Religious Orders of Austria”. In the selection process, KAG continuously analyses the market. It only selects companies and properties that meet the ethical and ecological standards of the Catholic Church in Austria. You can find out more in the fund prospectus according to Section 21 of the Alternative Investment Fund Manager Act (AIFMG).
Everything you need to know
ERSTE RESPONSIBLE IMMOBILIENFONDS
The fund invests in properties that address social and ecological challenges in Austria. These include student accommodation, research and education facilities as well as nurseries and schools. Demand is growing. This is why medical centres, retirement homes and assisted living facilities are also becoming more important.
In managing the ERSTE RESPONSIBLE IMMOBILIENFONDS, ERSTE Immobilien KAG complies with the “Guidelines for Ethical Investments of the Austrian Bishops’ Conference and the Religious Orders of Austria”. In the selection process, KAG continuously analyses the market. It only selects companies and properties that meet the ethical and ecological standards of the Catholic Church in Austria. You can find out more in the fund prospectus according to Section 21 of the Alternative Investment Fund Manager Act (AIFMG).
ERSTE RESPONSIBLE IMMOBILIENFONDS has the Austrian Ecolabel. This government seal of quality recognises financial products that invest in accordance with ecological and ethical and social guidelines.
Everything you need to know
Portfolio
Monthly Factsheet
Austrian Eco label
ERSTE RESPONSIBLE IMMOBILIENFONDS has been awarded the Austrian Ecolabel in the “Finance Products” category. The Austrian Ecolabel is a state seal of quality for sustainable finance products that make investments according to ecological and ethical-social guidelines. Therefore, the fund’s investments are also based on the climate-active basic or mandatory criteria for buildings.
Important legal information
This document is an advertisement. Unless otherwise stated, the source of the data is ERSTE Immobilien Kapitalanlagegesellschaft m.b.H. The language of communication at the sales offices is German; English is also used as a language of communication at ERSTE Immobilien Kapitalanlagegesellschaft m.b.H.
The “Information for Investors pursuant to Article 21 AIFMG” is prepared for the alternative investment funds (AIF) administered by ERSTE Immobilien Kapitalanlagegesellschaft m.b.H. pursuant to the provisions of the Alternative Investment Fund Managers Act (AIFMG) in conjunction with the Real Estate Investment Fund Act (ImmoInvFG) and is published on the website at www.ersteimmobilien.at.
The latest versions of the prospectus, the “Information for Investors pursuant to Article 21 AIFMG” and the Key Information Document can be found on the website at www.ersteimmobilien.at under “Mandatory publications” and can be obtained free of charge by interested investors at the offices of ERSTE Immobilien Kapitalanlagegesellschaft m.b.H., Am Belvedere 1, 1100 Vienna and at the offices of the depositary bank, Erste Group Bank AG.
The exact date of the most recent publication of the prospectus and the “Information for Investors pursuant to Article 21 AIFMG”, the languages in which the Key Information Document is available and any other places where the documents can be obtained are stated on the website at www.ersteimmobilien.at.
Note: You are about to purchase a product that may be difficult to understand. We recommend that you read the above fund documents before making an investment decision. In addition to the places 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.ersteimmobilien.at.
Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, experience and knowledge, investment objective, financial position, capacity to sustain loss and risk appetite. Past performance is not a reliable indicator of the future performance of a fund.
Please note: Investments in securities entail risks in addition to the opportunities presented here. The value of shares and earnings can rise and fall. Changes in exchange rates may also have a positive or negative impact on the value of an investment. For this reason, you may get back less than the amount you originally invested when you redeem your shares.
Anyone who is interested in purchasing shares in real estate investment funds is advised to read the current fund prospectus(es) and the “Information for Investors pursuant to Article 21 AIFMG”, especially the risk notices they contain, before making an investment decision. If the fund currency is different from the investor’s home currency, changes in the relevant exchange rate can positively or negatively influence the value of the investment and the costs associated with the fund in the home currency.
We are not permitted to offer, sell, transfer or deliver this financial product directly or indirectly to natural or legal persons whose place of residence or domicile is in a country where this is legally prohibited. In this case, we may not provide any product information either.
Please see the corresponding information in the fund prospectus and the “Information for Investors pursuant to Article 21 AIFMG” for restrictions on the sale of the fund to American citizens.
It is expressly noted that this communication does not provide any investment recommendations, but only expresses our current market assessment. Therefore, this communication is not a substitute for investment advice.
This document is not a sales activity by ERSTE Immobilien Kapitalanlagegesellschaft m.b.H., Am Belvedere 1, 1100 Vienna, and therefore may not be construed as an offer for the purchase or sale of financial or investment instruments.
ERSTE Immobilien Kapitalanlagegesellschaft m.b.H. is affiliated with the Erste Bank and austrian Sparkassen banks.
Please also read the “Information about us and our securities services” published by your bank.
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Media owner and publisher: ERSTE Immobilien KAG, Am Belvedere 1, 1100 Vienna
service@ersteimmobilien.at / www.ersteimmobilien.at / Place of publication: Vienna