Fund for blue planetTB conservative
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Introduction of the fund
The fund invests in equities and bonds in accordance with environmental, social and ethical criteria. Majority of the fund will be invested in government and corporate bonds, given the conservative investor.
Approximately 25 % of the fund will be invested in equities of socially responsible companies. Investing in equities brings you the opportunity to earn a higher return. Take advantage of it.
If you care about how the business of the companies you invest in affects our planet, this fund can be an interesting solution for you.
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Composition of the fund
Fund composition chart i
Description of the fund's strategy
The investment process begins with the so-called negative screening, in which companies and countries that do not meet ethical, social or environmental criteria are excluded from potential investment opportunities. On the contrary, the selection focuses only on those that make a high contribution to social development.
In the case of companies, e.g. environmental protection, employee care, transparency, product safety, etc. In the case of states e.g. non-compliance with the Paris Agreement, corruption, human rights violations, etc.
The largest investments in the fund
|Germany 0% 1/4 02/15/29||2,9 %|
|Austria 0% 1/2 02/20/29||1,5 %|
|Austria 1.65% 10/21/24||1,4 %|
|Germany 0% 1/2 08/15/27||1,3 %|
|European Union 0% 11/04/25||1,3 %|
Also included in the fund
Monthly report (SK)
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"We know the financial markets can have a big impact on company and can build a better world. Investor focus on sustainable growth has never been bigger."
Director of Sustainable Investments S&P Global Ratings
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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., fund for blue planet conservative o.p.f. Read the full disclaimer.
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