Balanced FundTB

Earn money on real estate revenues, gain access to world managers' funds, and yield revenue.

Balanced fund invests also in the Real estate fund

The fund exclusively uses the Real Estate FundTB to earn a lease on lucrative Slovak properties

Diversification into all key asset classes

Make money from the success of world-class businesses

Earn on growth periods

Earn on growth periods

Benefits

Real estate revenues

The fund exclusively uses the Real Estate FundTB, thanks to which earns the rental income from lucrative properties in Slovakia. It invests 20 % of your investment in the Real Estate FundTB.

Make money from the success of world-class businesses

Investing in equities brings you the opportunity to earn more. Use it. Approximately 25 % of the fund will be invested in equities at all times.

You will not miss any growth period

Thanks to the stable investment of the fund into shares, you will not miss any growth period. This is particularly helpful in times of worse and better news and there is no clear trend in the market.

The long-term share of stock investments in the Fund amounts to approximately 25 %, with the share of alternative investments being about 20 %. The rest is invested in bond and cash investments.

Thanks to the global administrators, Tatra banka can achieve synergy from several styles of portfolio administration and management

Details

The Balanced FundTB invests into all key asset classes

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 25 %.

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 FundTB:

  • electronically through the Mutual funds bookmark in your Internet BankingTB,
  • the minimum amount of a one-time investment is €150, in the case of the SavingsTB the monthly investment is of your choice.

You can invest in the Balanced Fund also at any Tatra banka branch

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Need advice?


www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/personal/savings-investments-insurance/mutual-funds/balanced-fund/