Fund for blue planetTB dynamic
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Introduction of the fund
The fund invests in equities and bonds in accordance with environmental, social and ethical criteria. Most of the fund will be invested in equities, with their share corresponding to the investment experience and objectives of the experienced investor.
Approximately 75 % of the fund will be invested in equities of socially responsible companies. Investing in equities brings you the opportunity to earn a higher return. Take advantage of it?.
If you care about how the business of the companies you invest in affects our planet, this fund can be an interesting solution for you.
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Composition of the fund
Fund composition chart i
Description of the fund's strategy
The investment process begins with the so-called negative screening, in which companies and countries that do not meet ethical, social or environmental criteria are excluded from potential investment opportunities. On the contrary, the selection focuses only on those that make a high contribution to social development.
In the case of companies, e.g. environmental protection, employee care, transparency, product safety, etc. In the case of states e.g. non-compliance with the Paris Agreement, corruption, human rights violations, etc.
The largest investments in the fund
|3M Co||1,2 %|
|Microsoft Corp||1,2 %|
|Accenture PLC||1,2 %|
|salesforce.com Inc||1,1 %|
|Air Products and Chemicals Inc||1,1 %|
Also included in the fund
Monthly report (SK)
Want to know more about the fund?
See a monthly report.
|Key investor information (SK)||Download|
|Sales prospectus and fund status (SK)||Download|
|Information on the promotion of environmental or social characteristics and sustainable investments (SK)||Download|
„We know the financial markets can have a big impact on company and can build a better world. Investor focus on sustainable growth has never been bigger.“
Director of Sustainable Investments S&P Global Ratings
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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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. 85 % or more of the mutual fund's assets are continuously invested in units of the master fund Raiffeisen-Nachhaltigkeit-Wachstum. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., fond pre modrú planétu dynamický o.p.f.
Frequently asked questions
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