Global equity fundTB
Make money on the success of global companies
Returns from the business of
companies from all over the world
The potential of high
return at lower costs
thanks to the ETF
Solution for
achieving of your
long-term goals
Basic information
Introduction of the fund
It gains return from equity markets around the world. It is a dynamic equity solution with a minimum share of equities of 95%. Equities are the main source of return in financial markets. In the long run, they have the highest return potential.
Low costs with higher return. Equity investments are made through low-cost ETFs. As a result, the fund gains higher return potential with lower costs.
For long-term goals. What would you like to have in 10 or 15 years? Kids in college, a new car, a much more beautiful apartment or simply have a lot of money. The Global equity fundTB is an solution especially for regular Investment SavingsTB.
Fund performance
The presented performances reflect the past, they do not represent an estimate of future development. They take into account costs and fees that are paid from the fund's assets. Other fees that could be applied to the investment, its transfer or redemption are not included.
Select the fund performance period
You can view the performance of the fund since its opening on 3.2.2020 by changing the column graph of the fund's performance to a line graph and entering the date of the fund's opening.
Composition of the fund
Fund composition chart i
Description of the fund's strategy
The fund invests in more than 2,000 companies from around the world, thanks to which it can achieve a return significantly above the level of inflation. The fund invests in shares of companies operating in the fields of technology, energy, food, transport, pharmacy and many others. The fund's investment strategy will use extremely effective ETF instruments (Exchange Traded Fund), which increases the fund's return potential.
The largest investments in the fund
| STOXX Europe 600 Futures | 20,0 % |
| Xtrackers MSCI SWAP USA | 18,0 % |
| iShares Core S&P 500 ETF USD | 12,7 % |
| UBS MSCI USA ETF | 12,4 % |
| Invesco MSCI USA ETF | 11,6 % |
Also included in the fund
Benefits of investing in the fund 
- Offers returns from the businesses of companies around the world. The fund can achieve returns significantly above inflation by investing in the shares of over 2,000 companies worldwide.
- The fund is a solution designed primarily for regular investment savings for long-term goals.
- Investments in stocks are made through low-cost ETF funds.
Risks of investing in the fund 
The value of your investment may decrease due to:
- changes in stock prices (equity risk),
- exchange rate movements (currency risk),
- other risks - pricing risk, liquidity risk, concentration risk, underlying fund management risk, market gap risk, sustainability risk, political and regulatory risk. risk).
- The complete risk profile of the fund is available in the fund's prospectus.
Documents
| Interesting information about the fund | Download | ||
| Key information document (SK) | Download | ||
| Sales prospectus and fund statute (SK) | Download |
"A time of maximum pessimism is the best time to buy and a time of maximum optimism is the best time to sell."
Warren Buffett,
American billionaire, investor, businessman and philanthropist
How and where to open Investment savingsTB in this fund?
How and where to make lump sum investment in this fund?
Need more information?
Leave us your phone number and we will call you.
Are you only interested in American equities?
Look at the American equity fundTB
Disclaimer
This is a marketing notice. Before you make any investment decision, see the statute, sales prospectus and key information document of the mutual fund, which are available at Tatra banka, a.s. branches and at www.tam.sk in the Slovak language. Investing in a mutual fund is also associated with risk, and past returns are not a guarantee of future returns. Up to 100% of the value of the assets in the mutual fund can be invested in transferable securities and money market instruments issued or guaranteed by a member state of the Organization for Economic Cooperation and Development. When investing in the underlying funds, equity publicly traded funds (ETFs) are used for the purpose of implementing the fund's investment policy. The net asset value of the fund can fluctuate significantly. The expected performance used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., based on the assumed composition of the fund, as well as on the basis of the estimated ten-year return of individual asset classes in which the fund can invest. The expected return is after deducting ongoing fees in terms of key information for mutual fund investors. Future return is subject to taxation, which depends on the investor's personal situation, which may change in the future. Investing may result in financial loss.
Frequently asked questions
- How to proceed when investing in mutual funds?
- What to prepare for when investing?
- What is the minimum investment amount and fees?
- Can I to send money to my investment savings at any time?
- How is the return on mutual fund assets paid out?
- What is the PLUS Savings Program and the Savings Program?
- How do I transfer money to another fund?
- Can I allow another person to dispose of my mutual fund?
- What is mutual fund share redemption?
- Can I invest in foreign currency?
- How are mutual fund share exchange rates determined?
- How is the return on the sale of mutual funds taxed?
Blog and News
We have been moving the world of investment for over 28 years.
As of March 1, 2025, the new TAM Terms and Conditions will come into effect.
A simple (SK) way to change your regular payment to Investment SavingsTB
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/dynamic-funds/global-euqity-fund-tb/