Dynamic Bond FundTB
Gain more from investing in bonds.
This fund does not invest in stocks
The focus is on Europe, emerging countries and non-investment grade corporate bonds.
Protection of your investment value
Investment in the bonds of countries worldwide
Benefits of the Dynamic Bond FundTB
- Benefits of the Dynamic Bond FundTB
Investments in bonds generally should represent some proportion of the portfolio of a successful investor. The bond market offers several interesting opportunities to achieve a good return:
- investments in the bonds of Central and Eastern European countries (including Slovak bonds),
- investments in emerging countries,
- non-investment grade corporate bonds.
All these investments are used in the fund to maximize the fund’s returns.
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Protection of investment and achieved returnSecuring the value of one’s investments is important when stock prices are falling and the value of higher-risk bonds is decreasing. The protection of your investment is ensured by active investment in safer bonds.
In these adverse periods, the fund puts more investment in the eight major bond markets of developed countries.
Details
The Dynamic Bond FundTB invests particularly in the following bond markets:
- Central and Eastern Europe Slovakia, Poland, Czech Republic, Hungary, Romania, Bulgaria, Croatia, Russia and Turkey
- Emerging marketsBrazil, Colombia, Peru, Argentina, Uruguay, Chile, Indonesia, Philippines, China, Mexico, Panama, Dominican Republic, Kazakhstan, Malaysia, Thailand and South Africa.
- Non-investment grade corporate bonds United States of America (USA)
- Developed countriesGermany, USA, UK, Australia, Canada, Japan, Italy and France.
The recommended investment horizon is at least 4 years. It is important that you maintain this to achieve a good return.
How to invest
You can invest in the Dynamic Bond FundTB:
- electronically via your Internet BankingTB in the Mutual Funds tab.
The minimum amount of a one-time investment is €150 or with the SavingTB product of at least €15 per month.
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., dynamický dlhopisový 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 referred to as 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.
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https://www.tatrabanka.sk/en/personal/savings-investments-insurance/mutual-funds/dynamic-bond-fund/