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American equity fundTB

Make money from the success of american businesses

Americké akcie

Make money from the
success of american
companies

Vysoké výnosy

Dynamic fund
with high return
potential

Dlhodobé ciele

Solution for
filling your
long-term goals

Basic information

Fund parameters

Fund size
97,8 mil. € i
Expected annual return
5 to 7 % i
Minimum investment period
12 years i
Risk-return profile
6 / 7 i
Entry fee
0 % i
Fund management fee
1,30 % i
Fund creation date
1.12.2000

Introduction of the fund

The fund represents an opportunity to participate in the success of the business of renowned American companies. Equity investments generally achieve a higher return in the long run than cash and bond investments.

The fund invests primarily in shares of US companies, which account for at least 95% of the fund's assets. In the long horizon, equity funds have the greatest potential to significantly outperform inflation.

The fund's focus on various sectors (industry, financial services, energy, technology, communications ...) ensures sufficient diversification.

Fund performance

Select the fund performance period

Fund performance chart

Fund name Performance i Performance p.a. i
American equity fundTB - % 0 %

Composition of the fund

Fund composition chart i

Description of the fund's strategy

The fund invests primarily in equity investments of US companies, financial derivatives and cash investments in order to achieve returns primarily from stock price movements, equity investment dividends, as well as financial instruments with interest income and the fund's appreciation in USD.

The largest investments in the fund

Fut. S&P500 Emini 50,0 %
Nvidia Corp 2,6 %
Microsoft Corp 1,8 %
Applied Materials Inc 1,5 %
Apple Inc 1,4 %

Also included in the fund

Monthly report (SK)

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

Open a monthly report
Podrobnejšie informácie o fonde

Documents

 

Investičný citát

"I will tell you how to become a rich person. Be careful when others are voracious and be vigilant when others are careful. ”

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 equities from around the world?
Look at the Global equity fundTB

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, Sale prospectus and Key investor information for mutual fund investors are available in Slovak at Tatra banka, a.s. branches. 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 official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., americký akciový o.p.f. 

www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/dynamic-funds/american-equity-fund-tb/