American equity fundTB
Make money from the success of american businesses
Make money from the
success of american
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 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
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 | 50,5 % |
| Microsoft Corp | 1,9 % |
| Alphabet Inc-Cl A | 1,4 % |
| Mosaic Co/The | 1,3 % |
| Darling Ingredients Inc | 1,3 % |
Also included in the fund
Documents
| Interesting information about the fund | Download | ||
| Key investor information (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?
Look at the Global equity 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, 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.
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 shares?
- 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.
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