Balanced FundTB
Earn money on real estate revenues, gain access to world managers' funds, and yield revenue.
The fund exclusively uses the Real Estate FundTB to earn a lease on lucrative Slovak properties
Make money from the success of world-class businesses
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.
Details
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:
- exclusively and immediately via mobile app Tatra banka or Internet bankingTB in the Mutual funds tab,
- by phone via DIALOG Live on the toll-free number *1100,
- or in person at any Tatra banka branch.
A one-time investment is from 150 EUR, in Investment savingsTB you can save any amount and at any time.
Open Investment savingsTB to the Balanced FundTB today.
Investment in the mutual fund is also associated with risk and the current yield does not guarantee future returns. The value of the investment in the mutual fund, as well as the return on it, may rise or fall and the unit-holder may not recover the full amount invested. The Statute, Sales Prospectus and key information document for mutual fund investors are available at Tatra banka, as branches. (hereinafter referred to as the “Bank”) in the Slovak language. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., globálny akciový o.p.f. The mutual fund has been created and managed by Tatra Asset Management. spol., a. s., with its registered office at: Hodžovo námestie 3, 811 06 Bratislava (hereinafter the “Company”). Given the existence of risk and uncertainty about future development, the Bank, the Company and any other person do not guarantee that the investment objectives of the strategy will be achieved and the investment strategy will achieve the expected performance (valorisation). , The Company, and no other person. The achievement of the investment objectives of the unit trust's strategy may be affected in particular by market risk, counterparty risk, liquidity risk, underlying fund management risk, concentration risk, valuation risk and market gap risk. In addition to the risks mentioned above, the value of the mutual fund's assets may also be exposed to political and legislative risks. Up to 100 % of the value of the Mutual Fund's assets may be invested in transferable securities and money market instruments issued or guaranteed by a Member State of the Organization for Economic Cooperation and Development. The funds may also be invested in units of money, bond, equity and other open-ended mutual funds, European funds and other foreign collective investment undertakings.
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https://www.tatrabanka.sk/en/personal/savings-investments-insurance/mutual-funds/balanced-fund/