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Lump sum investing

Why should you invest?

Annual surveys confirm that most people have their savings deposited in regular deposit products. The money is safe there and immediately available. Is it good to use these accounts? Definitely, to deposit your short-term reserves.

The interest offered by such common deposit products is minimal to zero. You will buy less for your savings in the future than you do now. Because inflation from your savings will continue to steal.

Calculate how inflation has devalued
your current account savings:

Inflation Calculator

Your savings*

on the current account since

lost at fair value

Now the purchasing power of your savings is only**

How to beat inflation?

Thanks to Mutual FundsTB, which you can easily obtain through a lump sum investment directly in your Internet bankingTB or in any branch.

Do not leave your money in current accounts where they lose their fair value. Instead, invest them where they can grow.

*Money you have in a current account, savings account or money deposited at home with a 0% annual interest rate.

**The amount for which you could buy the same amount of goods in the past as you can today for the total amount of savings. The calculation took into account the actual inflation in Slovakia in the years 2000 to 2020 according to the ŠÚSR.

Thanks to investing you have...

  • Opportunity to earn more
    The largest companies in the world innovate, earn, grow. The names Apple, Google, Amazon, Facebook, Starbucks or Microsoft are synonymous with success. Making money from them is easier than it might seem. By investing in mutual funds, you can contribute to the success of the most important companies in the world.
  • Maintaining the fair value of savings
    Investing has the potential to protect your money from inflation, so that you can buy at least as much for your current savings in a few years as you can today.?
Úspešné investovanie
Investičný citát

“How many millionaires do you know who have become wealthy by investing in savings accounts?”

Robert G. Allen,
American businessman and investor

Advantages of a lump sum investment

Vyšší výnos

Higher return potential

 

 

Žiadne vstupné poplatky

No entry fees

 

 

Jednorazová investícia od 150 €

Investments from €150

 

 

Peniaze dostupné kedykoľvek

Money available at any time

Veľa možností

Wide investment opportunities

Dostupné odkiaľkoľvek

Online overview of your investments

Choose your own way of investing

I do not want my savings to be devalued by inflation.
I know that investing is also associated with fluctuations in the value of savings.

Funds in this category have a minimum investment period of 5 years and an expected return of 1,5 to 2,5 % per year.

Start investing

Thanks to its unique investment strategy, it invests in stocks gradually

Investments in
all key
assets on the market

Activated when
markets are growing and deactivated
when they are declining

Make money
from each
growth period

Make money
from the returns
of Slovak real estate

You can also do a lot of good on the way to return

Invest in socially responsible ESG companies

The share of shares is about 25 %

Earns on
several strategies
and approaches

Earns on growth
trends, actively protects
against declines

Only for premium
clients

I expect a return that will be higher than inflation.
I am prepared for significant fluctuation in the value of savings

Funds in this category have a minimum investment period of 7 years and an expected return of 2 to 3 % per year.

Make money
from each
growth period

Make money
from the returns
of Slovak real estate

You can also do a lot of good on the way to return

Invest in socially responsible ESG companies

The share of shares is about 50 %

Earns on
several strategies
and approaches

Earns on growth
trends, actively protects
against declines

Only for premium
clients

The return is most important for me.
I am willing to tolerate significant fluctuations in the value of savings.

Funds in this category have a minimum investment period of 12 years and an expected return of 4,5 to 5,5 % per year.

Returns on corporate shares from around the world?

Uses popular
ETF funds
for higher returns

You can also do a lot of good on the way to return

Invest in socially responsible ESG companies

The share of shares is about 75 %

Make money from the
business of American
companies

On average, the fund invests
in the top 500
American companies.

How and where to invest a larger amount by lump sum investment?

Online via Internet banking

INTERNET BANKING

By phone via DIALOG Live

CALL ME

In person at a branch

NEAREST BRANCH

 

Tips and tricks for successful investing

  1. Invest regularly 
    and long-term
  2. Invest at times of 
    decline for better prices
  3. Observe the recommended minimum investment period
  4. Use balanced and dynamic strategies
    as well
  5. You can conveniently set everything in the Investment Calculator

Documents

 

Need more information?
Leave us your phone number and we will call you.

 

Disclaimer
There is also a risk associated with investing in a mutual fund, and past performance is no guarantee of future performance. Analyzes that were prepared with professional care were used in the preparation of information on the expected assessment and the expected risk. As there is risk and uncertainty about future developments, there is no guarantee that expectations and estimates will be achieved and that expected performance will be achieved. The expected return on investment in mutual funds used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., on the basis of the expected composition of the selected fund within the selected category and also on the basis of the estimated ten-year return of individual asset classes in which the selected fund from the selected category can invest, without taking into account the future tax burden. The expected appreciation is after deduction of interim fees in terms of key information for mutual fund investors within the selected category. The Articles of Association, sales prospectus and key information for mutual fund investors are available at Tatra banka branches, a. with. in Slovak language.

www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/tam/investing/