• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Equities

Erste AM launches responsible dividend equity fund

Erste AM launches responsible dividend equity fund
  • Adrien Paredes-Vanheule
  • 26 January 2017
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Austrian investment firm Erste Asset Management has launched the Erste Responsible Stock Dividend fund on 3 January 2017.

The fund consists of a sustainable global portfolio of 40 to 50 stocks with a focus on dividend income.

Related articles

  • Jyske Capital enters Austrian market
  • Investors must go truly global to deliver sustainable high income
  • Erste AM hires head of Equities and CES
  • Erste AM launches fund for EM corporate bonds with shorter maturities

It invests globally in equities with a stable dividend yield, low historical price fluctuations and stable profits. The average dividend yield at fund inception was 3.7%.

Large and mid-cap companies invested must comply with the United Nations’ principles for responsible investment (UN PRI). In addition, an ESG filter is applied to the stock selection.

Top ten positions at fund launch were Man, Pepsico, United Parcel Services, Coke, Procter & Gamble, BCE, Singapore Airlines, Johnson & Johnson, AT & T and Hydro One.

Consumer goods, industry and financials were leading the sectorial allocation of the fund as of 4 January 2017.

The country allocation has been set as following : 45% US, 15% Switzerland, 12% Canada, 6% Germany, 5% Spain, 4% France and 13% rest of the world.

The fund is currently available in Austria and Germany.

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Equities
  • Thematic
  • Austria
  • Equities
  • Erste
  • Environmental, Social & Governance (ESG)
  • Fund launch

More on Equities

T. Rowe Price opens investment research office in Shanghai

  • Equities
  • 02 March 2021
Comment: Can equities tolerate higher bond yields?

  • Comment
  • 26 February 2021
Comment: Navigating equity markets in the year ahead

  • Comment
  • 21 January 2021
M&G taps Value Partners for £500m Chinese equities mandate

  • Equities
  • 16 December 2020
Global equities tumble on covid-19 fears and US jitters

  • Equities
  • 27 October 2020
Back to Top

Most read

Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Amati Global Investors launches strategic metals fund
Amati Global Investors launches strategic metals fund
Aviva announces exit from Turkey
Aviva announces exit from Turkey
Erratic Bitcoin leaves industry divided as Square invests $170m
Erratic Bitcoin leaves industry divided as Square invests $170m
HSBC Malaysia appoints head of global banking
HSBC Malaysia appoints head of global banking
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading