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Premium StrategicTB

Wherever it pays to invest
The fund is only available for premium clients

Výnos z viacerých zdrojov

Draws revenue from
several strategies
and approaches

Výnos z úspechu svetových firiem

Makes money on growth
trends and actively protects
before declines

Pre úspešných

Created
for successful

Basic information

Fund parameters

Fund size
51,9 mil. € i
Expected annual return
2 to 3 % i
Minimum investment period
7 years i
Risk-return profile
4 / 7 i
Entry fee
0 % i
Fund management fee
0,91 % i
Fund creation date
2.9.2005

Introduction of the fund

Made for successful. The fund's strategy was originally only available to private banking clients. At any time focused on return.

Part of the fund will be constantly focused on stocks. As a result, the fund will gain the potential to beat inflation. The maximum share of shares in the fund is 65 %.

He is always ready to respond to changes by actively changing his settings depending on the current market situation.

The fund selects assets from the offer of renowned global managers in which it invests. It uses world-class know-how.

Fund performance

Select the fund performance period

Fund performance chart

Fund name Performance i Performance p.a. i
Premium StrategicTB - % 0 %

Composition of the fund

Fund composition chart i

Description of the fund's strategy

Premium StrategicTB invests in funds of other renowned global managers. The combination of several strategies, approaches and models increases the potential for higher returns and more stable development of the value of the investment. The share of funds of other managers represents 20 % of the total distribution of the fund. Among them are managers such as Black Rock, The Vanguard Group, Schroder or Fidelity Investments.

The largest investments in the fund

ISH MSCI USA ESG EHNCD USD-A FUND 17,4 %
TAM - Q Fund 15,0 %
TAM - MAF 12,4 %
TAM - Dynamický dlhopisový fond 9,7 %
TAM - Dlhopisový fond 7,5 %

Also included in the fund

Monthly report (SK)

Want to know more about the fund?
See a monthly report.

Open a monthly report
Podrobnejšie informácie o fonde

Documents (SK)

 

Investičný citát

"I don't want a lot of good investments, I want an excellent one."

Philip Arthur Fisher,
american equity investor

   

How and where to open Investment savingsTB in this fund?

How and where to make lump sum investment in this fund?

The fund is only available for premium clients.

 

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

 

Are you interested in a more balanced composition of the fund?
Look at the Premium HarmonicTB

MORE ABOUT THE FUND

 

Disclaimer
There is also a risk associated with investing in a mutual fund, and past performance is no guarantee of future performance. The Articles of Association, sales prospectus and key information for mutual fund investors are available at Tatra banka branches, a. with. in Slovak language. The expected appreciation of the investment in the mutual fund 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 fund and as well as on the basis of the estimated ten-year return of the individual asset classes in which the fund may invest, without taking into account the future tax burden. The expected return is after deduction of interim fees in terms of key information for mutual fund investors. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., Premium Strategic o.p.f. Read the full disclaimer.

www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/balanced-funds/premium-strategic-tb/