Global Equity FundTB
Global equities have earned more than 140 % over the last 10 years. Make money from the success of world-class businesses.
Return from equities of companies from around the world
Low cost
Higher return potential
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
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.
Open the Global Equity FundTB in Internet bankingTB 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., global equity o.p.f. The mutual fund has been created and managed by Tatra Asset Management. 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 developments, 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 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/global-equity-fund/