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Fund for blue planetTB conservative

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

Achieving return can
be in line with personal
values

Sledovanie rastu

Make money on success
of socially responsible
companies

Svetové firmy

Join the millions of
responsible investors in the
whole world

Basic information

Fund parameters

Fund size
78,9 mil. € i
Expected annual return
2,4 to 3,4 % i
Minimum investment period
5 years i
Summary risk indicator
2 / 7 i
Entry fee
0 % i
Fund management fee
0,73 % i
Fund creation date
18.3.2019

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.

Fund performance

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.

Select the fund performance period

Fund performance chart

Fund name Performance i Performance p.a. i
Fund for blue planetTB conservative - % 0 %

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)Ikona mesačného reportu

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

Open a monthly report
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Documents

 

Investičný citát

"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."

Michael Wilkins,
Director of Sustainable Investments S&P Global Ratings

   

How and where to open Investment savingsTB in this fund?

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

 

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 Fund for blue planetTB balanced.

MORE ABOUT THE FUND

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 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. 

www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/conservative-funds/fund-blue-planet-tb-conservative/