Every investor is faced with a fundamental choice: Do I invest in the world as it is today? Or in the world as I would like it to be? Our approach is based on the belief that real estate which adds social and environmental value to society is also economically successful.
That is why we invest in municipal and social facilities, such as accommodation for students, infrastructure for research and educational institutions, municipal and office buildings as well as kindergartens and schools.
A fund with a social impact
We live in a society with increasing life expectancy. With it, the demands on public institutions also increase. But public institutions are often no longer able to cope with this development on their own.
In view of the increasing need for provision, healthcare facilities, medical centers, senior citizens' residences and nursing homes play a major role.
This is where ERSTE RESPONSIBLE IMMOBILIENFONDS comes in. It helps to ensure that capital flows into properties that master Austria's social and ecological challenges.
Awarded sustainability
Concerning investment decisions many investors take ecological and ethical standards into account. For this reason, the ERSTE RESPONSIBLE IMMOBILIENFONDS was awarded the Austrian Ecolabel - a state seal of approval for "sustainable financial products" that invest in accordance with ecological and ethical-social guidelines.
ERSTE Immobilien KAG's sustainability criteria are an additional basis for decision-making. All properties are examined in detail with regard to their social benefit, their environmental compatibility and economic efficiency. So much more than a return arises from such an investment.
The ERSTE RESPONSIBLE IMMOBILIENFONDS is ideal for investors who want their investment to have a lasting positive impact on the environment and society.
Economically sustainable
Investments are made in both fully built and rented properties as well as projects. Only Austrian property is acquired, i.e. tangible assets that are located “on our doorstep”. The aim of ERSTE RESPONSBILE IMMOBILIENFONDS is to establish a broadly diversified, sustainable property portfolio and to generate solid yields.
Everything you need to know
Austro ecolabel
The company
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