Bond FundTB
Do you want to invest safely? Try the Bond FundTB, which mainly invests in highly-secure government bonds. Return potential and security of bonds are subject to regular monitoring by our professionals.
Biggest Slovak bond fund
Stable return
No investments in stocks
Active fund management
Benefits of a bond fund
- LiquidityYour money is available anytime, and after three years with a one-time investment or after five years with an activated SavingTB product you can withdraw from the fund without any exit fees.
- SuccessThe fund has been successfully operating on the market for twenty years and it is the fund with the highest value of assets among bond funds in Slovakia.
- StabilityThe fund has a significant share of safer government bonds of Eurozone countries, with most of its investments consisting of Slovak bonds. The stability of the fund is further enhanced by the fact that the fund’s assets mainly consist of cash and bond investments.
Details
The fund invests primarily in safer:
- government bonds,
- treasury bills,
- bonds issued by companies with an investment-grade rating,
- mortgage bonds.
Our tip:
The recommended investment horizon is at least three years. It is important that you keep this time frame to achieve a return.
How to invest
You can invest in the Bond FundTB:
- at any Tatra banka branch,
- electronically via your Internet BankingTB in the Mutual Funds tab.
The minimum amount of a one-time investment is €150 or at least €15 per month with the SavingTB product.
Investment in a 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 thereon, 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., bond o.p.f., Mutual Fund created and managed by Tatra Asset Management, správ. spol., a. s., registered office: Hodžovo námestie 3, 811 06 Bratislava, ID No .: 35 742 968, registered in the Commercial Register of the District Court Bratislava I, Section Sa, File No. 1689 / B (hereinafter referred to as the “Company”). Given the existence of risk and uncertainty about future development, the Bank, the Company and no other person warrant that the investment objectives of the strategy set out in this document will be achieved and that the investment strategy will achieve the expected performance (valorization) is not the responsibility of the Bank, the Company, or any 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 niche 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.
Official name of the mutal fund is: Tatra Asset Management, správ. spol., a. s., dlhopisový o.p.f.
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https://www.tatrabanka.sk/en/personal/savings-investments-insurance/mutual-funds/bond-fund/