Sales promotions - funds without entry fees
For all investments in fund Erste Future Equity made from 31.01.2022. the entry fee will not be aplied. This promotion is valid until recall.
For all investments in fund Erste Green Multi Asset made from 24.01.2022. the entry fee will not be aplied. This promotion is valid until recall.
For all investments in funds Erste BEST OF WORLD, Erste FIXED INCOME PLUS, Erste GLOBAL INCOME, Erste RESERVE DOLLAR and You Invest SOLID, You Invest BALANCED and You Invest ACTIVE the entry fee will not be aplied. This promotion is valid until recall.
For all investments in funds Erste Green Equity and Erste Quality Equity made from 07.06.2021. the entry fee will not be aplied. This promotion is valid until recall.
Brokerage and custody fees
When investing in investment funds under the management of Erste Asset Management GmbH, until further notice, no brokerage and custody fee is charged.
Reduced management fees:
Erste FUTURE EQUITY
Management fee: max 1,80% of net assets per year calculated on a daily basis
- the fee is currently: 1,45% of net assets per year - valid from 24.01.2022. until recall.
Erste GREEN MULTI ASSET
Management fee: max 1,20% of net assets per year calculated on a daily basis
- the fee is currently: 1,00% of net assets per year - valid from 24.01.2022. until recall.
Erste GREEN EQUITY
Management fee: max 1,80% of net assets per year calculated on a daily basis
- the fee is currently: 1,45% of net assets per year - valid from 07.06.2021. until recall.
Sales promotion in April on the occasion of marking the 250th year of funds!
To celebrate the 250th anniversary of the establishment of first ever investment fund, we are offering a sales promotion. During the period of 1st April to 30th April 2024, there will be no entry or exit fees charged for any purchases of fund units.
Published on 2/4/2024