Balanced funds
Invest in different asset classes
Balanced funds invest across different asset classes (e.g. both bonds and equities). They combine the growth opportunities of equity exposure with yields from fixed-income securities. Balanced funds give the fund manager more room for manoeuvre when it comes to investment.
Balanced funds
Performance over a period of less than 12 months is not very meaningful due to its short duration. Past performance does not allow reliable conclusions to be drawn about the future development of a financial instrument. Performance does not take into account any commissions, fees or other charges that have the effect of reducing returns on price development. Source: Erste Asset Management GmbH.
Further information and documents, as well as important legal information on the respective fund can be obtained by clicking on the fund name in the fund overview above.
Performance over a period of less than 12 months is not very meaningful due to its short duration. Past performance does not allow reliable conclusions to be drawn about the future development of a financial instrument. Performance does not take into account any commissions, fees or other charges that have the effect of reducing returns on price development. Source: Erste Asset Management GmbH.
Further information and documents, as well as important legal information on the respective fund can be obtained by clicking on the fund name in the fund overview above.
Performance over a period of less than 12 months is not very meaningful due to its short duration. Past performance does not allow reliable conclusions to be drawn about the future development of a financial instrument. Performance does not take into account any commissions, fees or other charges that have the effect of reducing returns on price development. Source: Erste Asset Management GmbH.
Further information and documents, as well as important legal information on the respective fund can be obtained by clicking on the fund name in the fund overview above.
Erste Bank und Sparkassen also offer you a comprehensive service for international investment funds: Best of Funds is our quality standard for investing in international funds.
Performance over a period of less than 12 months is not very meaningful due to its short duration. Past performance does not allow reliable conclusions to be drawn about the future development of a financial instrument. Performance does not take into account any commissions, fees or other charges that have the effect of reducing returns on price development. Source: Mountain-View Data GmbH.
Further information and documents can be obtained by clicking on the product name in the product overview above. Securities involve risks.
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Advantages
- Actively managed funds through professional fund management
- Investors can buy and sell fund units at any time. Buying funds is possible even with small amounts
- Investment funds offer broad risk diversification since the money of the investors is invested in different assets
- The fund assets are special assets, which remain available in the event of bankruptcy of the fund company or the custodian bank
Risks to be considered
- The assets contained in an investment fund may be subject to strong fluctuations.
- In the case of funds specializing in certain sectors or countries, there might also be sector- or country-specific risks
- There is a currency risk for the securities in investment funds that are quoted in their local currency
- Capital losses are possible
Important legal information
This information is a promotional communication and no investment advice.
Apart from the described rewards, investing in securities may also involve risks. We are not allowed to offer, sell, resell or deliver this financial product directly or indirectly to natural or legal persons who are domiciled or whose registered office is in a country in which this is prohibited by law. In such a case we are not allowed to offer any product information either. This particularly applies to the USA and "US Persons" as defined in Regulation S under the Securities Act of 1933 as amended.
Please note. You are about to acquire a product that may be difficult to understand. Before you make an investment decision, we recommend that you read the full information on the relevant financial product:
- the (base) prospectus
- the final Terms
- addenda, if any, and
- the key information document (KID), if any, and
- the "Investor Information as defined in Section 21 of the Alternative Investment Funds Managers Act [AIFMG]"
These documents can be obtained free of charge from here:
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- Regarding EAM funds:
Erste Asset Management GmbH, Am Belvedere , 1100 Vienna
You may also retrieve the documents electronically: https://www.erste-am.at - mandatory-publications
- Regarding third-party investment funds (fonds from external providers)
Further information and the complete documentation can be obtained by clicking on the product name in the product overview above. These are also available free of charge during normal business hours at the registered office or homepage of the respective fund company.
Please also note our client information:
Our analyses and conclusions are of a general nature and do not take into account the personal characteristics of our investors in terms of experience and knowledge, the investment objective, the financial situation, the financial loss-bearing capacity or risk tolerance.
Conflicts of interest:
Erste Asset Management GmbH is affiliated with Erste Bank and the Austrian savings banks (Sparkassen).
Date: September 2025