Investment SavingsTB
Why should you save by investing?
Almost everyone has experienced a situation where suddenly something did not go according to plan – your kitchen appliance broke down or you had a problem with your car.
Or perhaps you were in a situation where you had to pay for school for your child or change your furniture at home.
You then reached for your savings and just like that, you resolved the situation quickly without any problems. That is why it is important to save. Surveys show that as many as 80% of Slovaks save. Unfortunately, they most often save in current or savings accounts, which fail to protect their money from inflation.
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 Ivestment SavingsTB directly in your Tatra banka mobile application.
Don't leave your savings in current accounts where they lose their fair value. Instead, invest them where they can grow. Open Investment SavingsTB and via the Tatra banka application or Internet bankingTB and keep the fair value with your money.
*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 2022 according to the ŠÚSR.
Thanks to Investment SavingsTB...
- You can expect the unexpected. The amount saved will serve you if you fall on hard times.
- You will be ready when opportunity knocks. The amount saved can help you bring a new idea to fruition.
- You can choose from advanced options. With the amount saved, you can afford better and higher-quality things. You have the freedom to choose.
- It can make money for you. Make money from the success of global companies.
„Investment SavingsTB give you the freedom to live life
to live life on your terms.“
Martin Smrek,
head of Product Management at TAM
Advantages of the Investment SavingsTB
Appreciation and
protection of savings
against inflation
Possibility to save any
amount without entry
fees
Unscheduled payments
at any time and in any
amount
Money available
at any time
Possibility to interrupt
the savings plan
if necessary
Online overview of
your savings
at all times
What do you want to save for?
Want EUR 5,000 more?
Save by investing
for 10 years
for 7 years
for 5 years
The stated approximate amounts show how much needs to be save by investment per month over the stated period with an
illustrative return of 3% p.a corresponding to the potential of a balanced return strategy.
Studying at university costs EUR 14,000. The sooner you start saving,
the smaller the payments you need to make.
Save by investing
If your child is
a newborn
If your child is
5 years old
If your child is
10 years old
The stated approximate amounts show how much needs to be save by investment per month over the stated period with an
illustrative return of 3% p.a corresponding to the potential of a balanced return strategy.
Do you want to save EUR 5,000 for your child?
Save for them
for 10 years
for 7 years
for 5 years
The stated approximate amounts show how much needs to be save by investment per month over the stated period with an
illustrative return of 3% p.a corresponding to the potential of a balanced return strategy.
New furniture, renovation or new housing in 5 years?
Save by investing
for apartment furniture
for 3,000 EUR
for an apartment renovation
for 7,000 EUR
your own money for an apartment
10,000 EUR
The stated approximate amounts show how much needs to be save by investment per month over the stated period with an
illustrative return of 3% p.a corresponding to the potential of a balanced return strategy.
Do you want a new car in 8 years, for example?
Save by investing
for a car worth
8,000 EUR
for a car worth
10,000 EUR
for a car worth
12,000 EUR
The stated approximate amounts show how much needs to be save by investment per month over the stated period with an
illustrative return of 3% p.a corresponding to the potential of a balanced return strategy.
How and where to open Investment Savings?
How to use Investment SavingsTB effectively
- Save by investment regularly and long-term.
- Each drop is an opportunity for an extra payment.
- Observe the minimum investment period of the selected fund.
- Use balanced and dynamic strategies in particular.
- 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. Analyzes 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 can be no assurance 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 growth strategy and as well as on the basis of the estimated ten-year return of individual asset classes in which the selected fund may invest within the growth strategy, without taking into account future tax burden. The expected appreciation is after deduction of ongoing charges in terms of key information document of mutual fund within a balanced strategy. The statute, sales prospectus and key information document of mutual fund are available at Tatra banka, a. s. branches in Slovak language.
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.
The key to success is choosing the right fund, not to panic at times of decline and give your investment enough time
How can Einstein's genius help your money?
https://www.tatrabanka.sk/en/tam/investment-savings/