Global equity fundTB
Make money on the success of global companies
Earnings from shares
companies from all over
of the world
The potential of high
yield at lower costs
thanks to the ETF
Solution for
filling your
long-term goals
Basic information
Introduction of the fund
It draws revenue from stock markets around the world. It is a dynamic stock solution with a minimum share share of 95%. Shares are the main source of income in financial markets. In the long run, they have the highest return potential.
Low costs with higher return. Equity investments are made through low-cost ETFs. As a result, the fund gains higher return potential with lower costs.
For long-term goals. What would you like to have in 10 or 15 years? Kids in college, a new car, a much more beautiful apartment or simply have a lot of money. The Global equity fundTB is an solution especially for regular Investment SavingsTB.
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
The fund invests in more than 2,000 companies from around the world, thanks to which it can achieve a return significantly above the level of inflation. The fund invests in shares of companies operating in the fields of technology, energy, food, transport, pharmacy and many others. The fund's investment strategy will use extremely effective ETF instruments (Exchange Traded Fund), which increases the fund's return potential.
The largest investments in the fund
| LYXOR CORE EURSTX 600 DR FUND | 17,1 % |
| X MSCI USA UCITS ETF FUND | 16,7 % |
| ISHARES CORE S&P 500 FUND | 13,7 % |
| X MSCI EMERGING MARKETS FUND | 12,9 % |
| INVESCO MSCI USA UCITS ETF FUND | 10,7 % |
Also included in the fund
Documents
| Interesting information about the fund | Download | ||
| Key information document (SK) | Download | ||
| Sales prospectus and fund status (SK) | Download |
"A time of maximum pessimism is the best time to buy and a time of maximum optimism is the best time to sell."
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?
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Are you only interested in American equities?
Look at the American 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, Sales Prospectus, and Key Information Document of mutual fund are available at Tatra banka, a. s. branches in Slovak language. 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 mutual fund may also invest in units of cash, bond, equity and other open-ended mutual funds. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., globálny 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?
Blog and News
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