Smart fundTB
Intelligent return on investment
Investing
to key assets
in the market
It turns on when markets
are growing and shutting
down when they fall
Company shares
they provide for him
attractive yield
Basic information
Introduction of the fund
The fund's innovative strategy ensures that money is invested in those components that grow and sells those that decline. As a result, your investments can be valued much more efficiently.
This unique investment strategy has the potential to achieve returns at the level of inflation and limit extreme declines.
An investor can achieve an interesting return by investing in American, European stocks and stocks from developing countries, real estate, foreign currencies, gold as well as in bonds of stable countries.
Fund performance
Select the fund performance period
Composition of the fund
Description of the fund's strategy
Various assets are represented in the fund. Some grow when the economy thrives, others grow when the economy declines. Money invests only in those assets that grow. If they start to fall, he sells them off and buys them back when growth resumes. In this way, the fund returns in emerging markets and limits the magnitude of the decline.
The largest investments in the fund
| FUT. STOXX EUROPE 600 | 11,8 % |
| TAM - Dlhopisový fond | 9,3 % |
| SLOVAKIA (238) 0.25% 14/5/2025 EUR | 6,3 % |
| TB FLOAT1 FRN 26/10/2027 EUR | 5,6 % |
| TAM - Dynamický dlhopisový fond | 5,1 % |
Also included in the fund
Documents
| Interesting information about the fund | Download | ||
| Key information document (SK) | Download | ||
| Sales prospectus and fund status (SK) | Download |
"Only when the tide recedes will you find out who swam naked."
Warren Buffet,
American billionaire, investor, businessman and philanthropist
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 Balanced fundTB
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., SmartFund 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
How can Einstein's genius help your money?
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/conservative-funds/smart-fund-tb/