Sustainable mixed fund with top scores
Our success story since 2013.
The GreenStars funds follow the principles of the European Green Deal: Roadmap to Achieve a Sustainable EU Economy.
The goal is for the EU to be the first continent to be climate neutral in 2050.
»By taking sustainability criteria into account, performance can be improved by reducing ESG risks.«
Günther Kastner, CIO at I-AM
Focus on sustainability and quality
The GreenStars Opportunities fund scores with its combination of outstanding performance and leading sustainability standards. Since its launch in 2013, it has consistently ranked at the top of its peer group of flexible asset management products. The fund's management team was awarded "Best Fund Manager 2020" in the "Mixed Assets - Aggressive EUR Germany" category by Citywire. The fund also achieves top scores for its ESG quality from Morningstar / Sustainalytics and MSCI ESG Research.
The GreenStars Opportunities can vary its equity exposure between 51 and 100 percent and further reduce it via derivatives; alternatively, it invests in corporate bonds. The focus is on quality, sustainability and active risk management. From a fundamental perspective, this results in a focus on blue chip companies, with a preference for high quality companies. The ESG integration is complementary and extends the classic corporate analysis. Active risk management is designed to help align and optimise risk and return.
Several characteristics argue for more stable portfolios in this strategy: large companies, with lower debt, more stable balance sheets and steady growth. Due to the higher ESG score, reputational, operational and financial risks tend to be reduced. The company selection is complemented by tactical allocation, where different investment ratios are adjusted according to the market environment.
Factsheet & Market Commentary
GreenStars Opportunities is an actively managed global investment fund.
The equity component can amount to up to 100% of the fund's assets and is adjusted according to the market phase.
As part of the active management strategy, up to 49% of the fund assets can be invested in corporate bonds.
Alongside strategic and tactical asset allocation, the fund's investment process primarily considers quality and sustainability when selecting securities.
As part of a holistic sustainability approach, the focus is on high-quality, globally active companies with a strong market position that are pioneers in environmental, social, and governance (ESG) matters.
Fund Information
The basis for the purchase of investment units is the presently valid prospectus, the current versions of the key investor document ("PRIIP") as well as the annual report and, if older than eight months, the semi-annual report. Potential investors may obtain the current German-language versions free-of-charge from Erste Asset Management GmbH, Am Belvedere 1, A-1100 Vienna and they are also available at www.erste-am.at.
