Balanced Fund^TB

Global administrators

Multiple global administrators bring wide diversification to your investment and synergy from several styles of portfolio administration and management.

Professional selection of the administrators and funds is carried out by applying a thorough process using quantitative and qualitative analysis.

Constant positioning to yield revenue

The Fund will be solidly invested in the stock, bond, commodity or real estate markets. Thanks to this you as an investor will not miss any significant growth periods.

The long-term share of stock investments in the Fund amounts to approximately 20%, with the share of alternative investments being about 15%. The rest is invested in bond and cash investments.

Wide diversification of assets

Investing into several asset classes is the key tool that helps to reduce the risk level of your portfolio.

The share of cash investments or bond investments in the Fund assets may reach up to 100%.

The share of stock investments in the Fund assets may reach a maximum of 40%.

The share of alternative investments in the Fund assets may reach a maximum of 20%.

The recommended investment horizon is 5 years at minimum.

Focus of the mutual fund

The Fund derives income from investments into:

• cash investments,
• bond investments,
• stock investments
• alternative investments aimed at yielding revenue from financial instruments with interest income,
• from the paid coupon bond investments,
• from the price movements of stock investments, alternative investments and bond investments,
• from the dividends of stock investments and alternative investments.

How to invest

You can invest in the Balanced Fund^TB:

• electronically through the TAM Funds bookmark in your Internet Banking^TB,

• or at any Tatra banka branch,

• the minimum amount of a one-time investment is €150, in the case of the Savings^TB the monthly investment is of your choice.