American Equity FundTB
Make money from the success of American companies
Make money from the
business of American
with a high return
The fund represents an opportunity to benefit from the business successes of renowned American companies. Equity investments generally achieve a higher return in the long term than cash and bond investments.
The fund primarily invests in American company shares, which account for at least 95% of the fund's assets. In the long term, equity funds have the greatest potential to significantly outperform inflation.
The fund’s focus on various sectors (industry, financial services, energy, technology, communications, etc.) ensures sufficient diversification.
Select the fund performance period
Fund composition chart The chart shows the shares of individual asset classes in the fund's portfolio as of the last day of the previous month. The sum of the displayed asset classes may not be equal to 100% when financial derivatives are used.
Description of the fund's strategy
The fund primarily invests in the equity investments of American companies, financial derivatives and cash investments in order to achieve returns primarily from share price movements, dividends on equity investments, as well as financial instruments with interest returns and the fund's appreciation in USD.
Largest investments in the fund
|Fut. S&P500 Emini||50,6 %|
|Nvidia Corp||1,6 %|
|Darling Ingredients Inc||1,5 %|
|Apple Inc||1,4 %|
|Applied Materials Inc||1,4 %|
The fund may also include
Do you want to know more about the fund?
See a monthly report.
|Zaujímavé informácie o fonde||PDF, 836 KB||Download|
|Kľúčové informácie pre investorov||PDF, 268 KB||Download|
|Predajný prospekt a štatút fondu||PDF, 411 KB||Download|
“I will tell you how to become rich. Be fearful when others are greedy and greedy when others are fearful.”
American billionaire, investor, businessman and philanthropist
How and where to open an Investment SavingsTB to this fund?
How and where to invest a larger amount in this fund?
Marketing Notice Alert
There is also a risk associated with investing in a mutual fund and past performance is no guarantee of future performance. The value of the investment in the mutual fund as well as the return on it may increase or decrease and the unit-holder may not get back the entire amount invested. The Articles of Association, sales prospectus and key information for mutual fund investors are available at Tatra banka branches, and. s., in Slovak language. 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 European Union. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., American Equity Fund o.p.f.
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?
- How to take care of personal finances?
- 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 shares?
- 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?
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