American equity fundTB
Make money on American business socially responsible companies
Make money on American business socially responsible companies
Dynamic fund
with high return
potential
Solution for
filling your
long-term goals
Basic information
Introduction of the fund
The fund represents an opportunity to participate in the success of the business of renowned socially responsible American companies. Equity investments generally achieve a higher return in the long run than cash and bond investments.
The fund invests on the American companies making their business activities in compliance with the environmental, social or ethical sustainability criteria.
The fund's focus on various sectors (industry, financial services, energy, technology, communications ...) ensures sufficient diversification.
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
This fund will invest to the master fund Raiffeisen-Nachhaltigkeit-US-Aktien, which invests in the shares of the socially responsible American companies. By socially responsible investing, you can profit from the business of companies that care about the following areas: ensuring health, mitigating climate change, sustainable energy use, optimizing the use of materials, saving water and other goals
The largest investments in the fund
| Microsoft Corp | 3,1 % |
| NVIDIA Corp | 2,7 % |
| First Solar Inc | 2,3 % |
| Alphabet Inc | 2,2 % |
| Owens Corning | 2,2 % |
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 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?
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Are you interested in equities from around the world?
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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 main fund called Raiffeisen-Nachhaltigkeit-US-Aktien. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., americký akciový 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?
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