Premium StrategicTB
Wherever it pays to invest
The fund is only available for premium clients
Draws revenue from
several strategies
and approaches
Makes money on growth
trends and actively protects
before declines
Created
for successful
Basic information
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
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
| FUT. S&P500 EMINI | 22,4 % |
| TAM - Q Fund | 15,5 % |
| FUT. 10YR EURO-BUND 6% (EUX) | 12,5 % |
| TAM - MA Fund | 11,2 % |
| OPT. SPXW US 3/31/2023 P4225_EQT_exposure | 10,5 % |
Also included in the fund
Documents
| Interesting information about the fund | Download | ||
| Key information document (SK) | Download | ||
| Sales prospectus and fund status (SK) | Download |
"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
Disclaimer
Investing in a mutual fund is also associated with a risk and the return on mutual fund investments achieved in the past is not a guarantee of future returns. The Statute, Sales Prospectus, and Key Information Document of mutual fund are available at Tatra banka, a. s. branches in Slovak language. As much as 100 % of the value of assets in a mutual fund can be invested in transferrable securities and money market instruments issued or guaranteed by member states of the Organization for Economic Cooperation and Development. The mutual fund may also invest in units of cash, bond, equity and other open-ended mutual funds. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., Premium Strategic 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?
- 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
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