Premium HarmonicTB
Wherever it is worth to invest
The fund is only available for premium clients
Achieves return from
several strategies
and approaches
Make money on the success of global companies
Protect your investment from
extreme declines
Basic information
Introduction of the fund
Made for the successful. The fund´s strategy was originally available only to private banking clients. It is still focused on achieving return.
Part of the fund is constantly invested in equities. As a result, the fund will gain the potential to keep the real value of your money in the long term.. The maximum share of equities in the fund is 40 %.
It is always ready to respond to changes by actively changing its setup depending on the current market situation.
A special investment strategy protects the fund from extreme declines in extremely negative periods.
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
Composition of the fund
Fund composition chart i
Description of the fund's strategy
Premium HarmonicTB invests in funds of other renowned world 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 BlackRock, Morgan Stanley, Schroder or Fidelity Investments.
The largest investments in the fund
| TAM - Dynamický dlhopisový fond | 15,2 % |
| TAM - Dlhopisový fond | 10,5 % |
| TAM - MA Fund | 10,4 % |
| TAM - Q Fund | 9,9 % |
| FUT. S&P500 EMINI | 8,2 % |
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 dynamic composition of the fund?
Look at the Premium StrategicTB
Disclaimer
This is a marketing notice. Before you make any investment decision, see the statute, sales prospectus and document with key information of the
mutual fund, which are available in the branches of Tatra banka, a.s., in the Slovak language. Investing in a mutual fund is also associated with risk, and past returns are not a guarantee of future returns. The used expected return of the investment represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a. s., both on the basis of the assumed composition of the fund, as well as on the basis of the estimated tenyear return of individual asset classes in which the fund can invest, without taking into account the future tax burden. The expected return is after deducting ongoing fees in accordance with the mutual fund's key information document.
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
How can Einstein's genius help your money?
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