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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
84,3 mil. € i
Expected annual return
4,5 to 5,5 % 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 49,4 %
Nvidia Corp 2,2 %
Darling Ingredients Inc 1,4 %
Apple Inc 1,4 %
Applied Materials Inc 1,3 %

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 (SK)

 

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
There is also a risk associated with investing in a mutual fund, and past performance is no guarantee of future performance. The Articles of Association, sales prospectus and key information for mutual fund investors are available at Tatra banka branches, a. with. in Slovak language. The expected appreciation of the investment in the mutual fund used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., on the basis of the expected composition of the fund and as well as on the basis of the estimated ten-year return of the individual asset classes in which the fund may invest, without taking into account the future tax burden. The expected return is after deduction of interim fees in terms of key information for mutual fund investors. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., americký akciový o.p.f. Read the full disclaimer.

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