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.
The presented performances reflect the past, they do not represent an estimate of future development. They take into account costs and fees that are paid from the fund's assets. Other fees that could be applied to the investment, its transfer or redemption are not included.
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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% 02/15/31||1,9 %|
|France 2% 7/8 05/25/27||1,8 %|
|Germany 1.7% 08/15/32||1,3 %|
|Germany 0.01% 10/08/27||1,1 %|
|Germany 0% 02/15/32||1,0 %|
Also included in the fund
Monthly report (SK)
Want to know more about the fund?
See a monthly report.
|Key information document (SK)||Download|
|Sales prospectus and fund status (SK)||Download|
|Information on the promotion of environmental or social characteristics and sustainable investments (SK)||Download|
"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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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. 85 % or more of the mutual fund's assets are continuously invested in units of the master fund Raiffeisen-Nachhaltigkeit-Solide. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., fond pre modrú planétu konzervatívny o.p.f.
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