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Recommended holding period

The recommended (or minimum) holding period is a legally required item of information to be included in the KIID. For investment funds of Erste Asset Management and ERSTE-SPARINVEST it derives directly from the Synthetic Risk and Reward Indicator (SRRI indicated in the KIID.

  • SRRI of 1 or 2 (volatility according to KIID Regulation < 2.0% p.a.): recommended holding period: two years minimum
  • SRRI of 3 to 6 (volatility according to KIID Regulation >= 2.0% p.a. and < 25.0% p.a.): recommended holding period: six years minimum
  • SRRI of 7 (volatility according to KIID Regulation >= 25.0% p.a.): recommended holding period: eight years minimum

This means that a longer holding period is recommended for a fund when the risk increases. It is crucial to understand that the SRRI and the holding period alone do not suffice for a complete picture of any possible risks. They always need to be looked at together with the prospectus, the “Information for investors pursuant to Article 21 AIFMG” and the KIID.

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