Global Equity FundTB

Global equities have earned more than 140 % over the last 10 years. Make money from the success of world-class businesses.

The fund aims to earn returns from shares of companies from around the world

Return from equities of companies from around the world

Equity investments are made through low-cost ETF funds

Low cost

As a result, the fund gains a higher return potential with lower costs

Higher return potential

The Global Equity Fund is an excellent solution especially for regular investments

For long-term goals

Important details

The Global Equity FundTB is intended for a client who wants to achieve a return significantly above the level of inflation over a longer period of time, is looking for a dynamic investment and has experience in investing.

  • The fund invests in more than 2,000 companies from around the world, allowing it to earn returns well above inflation.
  • Best known names of companies in the fund: Apple, Amazon, Alibaba, Google, Microsoft, Toyota, Honda, Mastercard, P&G, Nestle.
  • The fund invests in the equities of companies operating in technology, energy, food, transport, pharmacy and many others.
  • A minimum of 95 % of the Fund's assets will always be invested in equties.
  • The recommended minimum investment horizon (investment period in the fund) is 12 years. Compliance is important to achieve the expected return.

Fund characteristics

Your money will be invested in all major stock markets around the world

Equities are the main source of return in financial markets. In the long term, they have the highest return potential.

Your money will be invested in all major equity markets around the world. This gives you the opportunity to earn business success in the US, Europe, and emerging countries.

The Fund's investment strategy will use extremely efficient instruments (ETFs - Exchange-traded fund), increasing the fund's return potential.

How to invest

You can invest in the Global Equity FundTB:

  • exclusively and immediately via Internet bankingTB in the Mutual funds tab,
  • by phone via DIALOG Live at toll-free number *1100,
  • or with your personal banker telephonically.

Lump sum investment is from 150 EUR, you can save any amount at any time.

Save time and invest directly via internet banking

Open the Global Equity FundTB in Internet bankingTB today.

I want to invest

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Need advice? | Dialog: *1100 | Tatra banka a.s.