New investor

Funds for the blue planetTB

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

MORE INFO

Special competition! 

Open the Investment SavingsTB in the Tatra banka Mobile applicationTB or via Internet bankingTB and you will be entered into a draw for 300 EUR and more than one hundred cash prizes. Please note that the competition only lasts until 30. November 2021.Read the conditions of the competition.
 

Why invest?

The largest companies in the world innovate, earn, grow. The names Apple, Google, Amazon, Facebook, Starbucks and Microsoft are synonymous with success. Making money from them is easier than it might seem. Thanks to mutual funds, you can benefit from the success of the world’s largest players. Billions of euros invested in mutual funds across Europe are clear evidence.

Prečo investovať v celej rodine Tatra banka logo
  • The main goal of investing is to grow assets and achieve attractive returns.
  • Protection against inflation – so you can buy at least as much for your savings in a few years as you can today.
  • Mutual funds are the easiest way to invest in the financial markets
  • They invest money in multiple assets because they do not rely on only one "player".
  • Simultaneously, they offer the availability of money at any time.

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 Investment SavingsTB or a investment of a larger amount.

Don't leave your savings in current accounts where they lose their fair value. Instead, invest them where they can grow. Open Investment SavingsTB or invest a larger amount with lump sum investment and keep 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 2020 according to the ŠÚSR.

Did you know that...?

It’s simple

All you have to do is click a few times in our Internet bankingTB or in the Tatra banka application.

It's for everyone.

Not just for the rich. Start from any amount at any time.

Everything takes its own time

The longer you let the money work, the more you can earn.

Tips and tricks for successful investing

  1. Invest regularly 
    and long-term.
  2. Invest at times of 
    decline for better prices than others.
  3. Follow the recommended
    minimum investment
    period.
  4. Also use balanced and dynamic strategies.
  5. You can conveniently set everything up in the Investment Calculator

Investment Calculator

Assets

If you want to make more savings to make your life easier,
this investment savings is the right way.

Education

People with higher education usually earn more. However, the university is not free.
Real expenses for a 5-year study in Slovakia reach EUR 14,000, even more abroad.

Child

A new bike, a children's room, a trip to Disneyland or a starting fee for life?
Fulfilling a child's dream begins with the Investment SavingsTB Child.

Living

New furniture, living room renovation or the start of a brand new home?
You are in the right place.

Car

Are you planning to replace your old car with a new one? Or pay off your lease or car loan soon?
Start saving today.

Invest cautiously

I don't want my savings to be devalued by inflation.
I know that investing is also associated with the fact that the value of savings will fluctuate.

Golden mean

I expect a return that will be higher than inflation.
I know that if I want to achieve such a return, my savings will fluctuate significantly during the investment.

Focus on return

The return is the most important thing for me.
Therefore, in order for my savings to grow as much as possible, I am willing to withstand their significant fluctuations during the investment.

1. My investment

i
i
r.
i

Expected result

i
Expected return
Amount saved
Monthly savings
Expected return

It represents

5% of the worst estimates of the amount saved, including the estimated pessimistic return based on an analysis of data from the 50-year history of financial markets.
Amount saved
Saved amount
with expected return

2. Choose a mutual fund at your own discretion

Fond pre modrú planétu konzervatívny
Expected annual revenue 1,5 - 2,5 %
Maximum proportion of shares 25 %
Recommended investment period min. 5 r.
Balanced fond
Expected annual revenue 1,5 - 2,5 %
Maximum proportion of shares 30 %
Recommended investment period min. 5 r.
Premium Harmonic
Expected annual revenue 1,5 - 2,5 %
Maximum proportion of shares 40 %
Recommended investment period min. 5 r.
Konzervatívny PLUS fond
Expected annual revenue 1 - 2 %
Maximum proportion of shares 30 %
Recommended investment period min. 4 r.
Fond pre modrú planétu vyvážený
Expected annual revenue 2 - 3 %
Maximum proportion of shares 50 %
Recommended investment period min. 8 r.
Dynamic Balanced fond
Expected annual revenue 2 - 3 %
Maximum proportion of shares 45 %
Recommended investment period min. 7 r.
Premium Strategic
Expected annual revenue 2 - 3 %
Maximum proportion of shares 60 %
Recommended investment period min. 7 r.
Smart fond
Expected annual revenue 1,5 - 2,5 %
Maximum proportion of shares 40 %
Recommended investment period min. 5 r.
Fond pre modrú planétu dynamický
Expected annual revenue 4,5 - 5,5 %
Maximum proportion of shares 75 %
Recommended investment period min. 10 r.
Globálny akciový fond
Expected annual revenue 4,5 - 5,5 %
Maximum proportion of shares 100 %
Recommended investment period min. 12 r.
Americký akciový fond
Expected annual revenue 4,5 - 5,5 %
Maximum proportion of shares 100 %
Recommended investment period min. 12 r.
See more funds

3. Embark on a journey to your goals

Open your new Investment SavingsTB in an environment that suits you best.

\

3. Embark on a journey to your goals

Choose one of three options for a lump sum investment of your larger amount.

\
Amount saved 8 500 € Monthly savings 85€ Savings period 8 Expected return 340 €

Want to know more about specific funds?
See the complete offer of funds.

Are you still hesitant?
View the performance of each fund in the fund results.

Need more information?
Leave us a 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 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 (as well as the optimistic and pessimistic 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 balanced 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 balanced strategy, without taking into account the future tax burden. The optimistic estimated return represents 5 % of the most favorable return estimates and the pessimistic estimated return represents 5 % of the most unfavorable return estimates based on an analysis of 50-year stock and bond market history data weighted by the expected allocation (distribution) of funds to these asset classes. The expected appreciation is after deduction of interim fees in terms of key information for mutual fund investors within a balanced strategy. 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/new-investor/