Income tax allowance

Invest your profits and benefit twice.

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Use your tax allowance to save taxes

Entrepreneur and self-employed people can shelter parts of their profits from tax by investing in selected securities or assets

Use your tax allowance to save taxes

Entrepreneur and self-employed people can shelter parts of their profits from tax by investing in selected securities or assets

Which funds are eligible for tax allowances?

The funds listed below qualify for the tax allowance pursuant to sect. 14 of the Austrian Income Tax Act (EStG). These funds comply with the statutory requirements for tax-deductible investments. After the mandated holding period of four years, you can sell them at your own discretion without subjecting yourself to subsequent taxation.

In addition to the funds listed below, ERSTE IMMOBILIENFONDS and ERSTE RESPONSIBLE IMMOBILIENFONDS are also eligible to be held as securities coverage for Austrian pension provision requirements. ERSTE LAUFZEITFONDS KMU 2028 ist not available anymore.

Please note that investments in securities entail risks in addition to the opportunities presented here. 

Income tax allowance funds

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

The individual selection and the weighting depend on your investment goals and your willingness to take on risk.

Disclaimer

This document is an advertisement. Please refer to the prospectus of the UCITS or to the Information for Investors pursuant to Art 21 AIFMG of the alternative investment fund and the Key Information Document before making any final investment decisions. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to Art  21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in connection with the InvFG 2011. The fund prospectus, Information for Investors pursuant to Art  21 AIFMG, and the Key Information Document can be viewed in their latest versions at the website www.erste-am.com within the section mandatory publications  or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the Key Information Document is available, and any additional locations where the documents can be obtained can be viewed on the website www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.

The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.

Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to Art 21 AIFMG of the respective fund. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.

Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund. 

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