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  5. Global euqity fundTB

Global equity fundTB

Make money on the success of global companies

Výnosy z celého sveta

Earnings from shares
companies from all over
of the world

ETF riešenie

The potential of high
yield at lower costs
thanks to the ETF

Na dlhodobé ciele

Solution for
filling your
long-term goals

Basic information

Fund parameters

Fund size
102,9 mil. € i
Expected annual return
7,2 to 8,7 % i
Minimum investment period
12 years i
Summary risk indicator
4 / 7 i
Entry fee
0 % i
Fund management fee
0,95 % i
Fund creation date
3.2.2020

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

Fund performance chart

Fund name Performance i Performance p.a. i
Global equity fundTB - % 0 %

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

Monthly report (SK)

Want to know more about the fund?
See a monthly report.

Open a monthly report
Podrobnejšie informácie o fonde

Documents

 

Investičný citát

"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?
Leave us your phone number and we will call you.

 

Are you only interested in American equities?
Look at the American equity fundTB

MORE ABOUT THE FUND

 

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 languageAs 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.

www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/dynamic-funds/global-euqity-fund-tb/