ERSTE IMMOBILIENFONDS
The fund invests mostly of its capital in Austrian property, i.e. in tangible assets “right on your doorstep”. Most of them can even be reached by public transport.
The ERSTE IMMOBILIENFONDS focuses its investment strategy on the residential sector. Office and commercial space complements the diversified portfolio. Investments are made in existing real estate and residential projects in Austria and Germany.
ERSTE Immobilien KAG adheres to the "Guidelines for Ethical Investments of the Austrian Bishops' Conference and the Austrian Religious Communities" in its management of ERSTE IMMOBILIENFONDS. Taking these guidelines into account, the KAG identifies and analyses companies and properties that meet the ethical and ecological standards of the Catholic Church (Austria) as part of the selection process through continuous market analysis (see prospectus pursuant to Section 21 AIFMG).
Everything you need to know
Portfolio
Monthly Factsheet
ERSTE RESPONSIBLE IMMOBILIENFONDS
The fund invests in property that meets Austria’s social and ecological challenges. By this we mean, for example, living space for students, research and educational institutions as well as nursery schools and other schools. In light of the increasing demand, medical centres, nursing homes and sheltered housing also play an important role.
ERSTE Immobilien KAG adheres to the "Guidelines for Ethical Investments of the Austrian Bishops' Conference and the Austrian Religious Communities" in its management of ERSTE RESPONSIBLE IMMOBILIENFONDS. Taking these guidelines into account, ERSTE Immobilien KAG identifies and analyses companies and properties that meet the ethical and ecological standards of the Catholic Church (Austria) as part of the selection process through continuous market analysis (see prospectus pursuant to § 21 AIFMG).
Everything you need to know
Portfolio
Monthly Factsheet
Austrian ecolabel
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.
Purchasing Property
The investment strategy of the fund managed by ERSTE Immobilien KAG focuses on properties that have already been developed and rented as well as projects with a focus on residential use. The fund also invests in office and commercial property. In terms of location, investments are exclusively made in Austria and Germany.
Important legal information
This document is an advertisement. Please see the prospectus of the UCITS fund or the “Information for Investors pursuant to Article 21 (AIFMG)” for the alternative investment fund and the Key Information Document before making any final investment decisions. 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.
N.B.: The performance scenarios presented in the Key Information Document are based on a calculation method that is specified in an EU regulation. Future market performance cannot be accurately predicted. The performance scenarios that are shown merely present potential earnings, but are based on earnings in the recent past. Actual earnings may be lower than presented.
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.
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 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, 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 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 referring Sparkassen banks and Erste Bank der oesterreichischen Sparkassen AG.
Please also read the “Information about us and our securities services” published by your bank.
Errors and misprints excepted.
Imprint
Media owner and publisher: ERSTE Immobilien KAG, Am Belvedere 1, 1100 Vienna
service@ersteimmobilien.at / www.ersteimmobilien.at / Place of publication: Vienna