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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
75,2 mil. € i
Expected annual return
4,5 to 5,5 % i
Minimum investment period
12 years i
Risk-return profile
6 / 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

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 17,2 %
ISHARES CORE S&P 500 FUND 16,9 %
X MSCI USA UCITS ETF FUND 15,6 %
X MSCI EMERGING MARKETS FUND 13,7 %
INVESCO MSCI USA UCITS ETF FUND 13,4 %

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 (SK)

 

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
There is also a risk associated with investing in a mutual fund, and past performance is no guarantee of future performance. The Articles of Association, sales prospectus and key information for mutual fund investors are available at Tatra banka branches, a. with. in Slovak language. The expected appreciation of the investment in the mutual fund used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., on the basis of the expected composition of the fund and as well as on the basis of the estimated ten-year return of the individual asset classes in which the fund may invest, without taking into account the future tax burden. The expected return is after deduction of interim fees in terms of key information for mutual fund investors. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., globálny akciový o.p.f. Read the full disclaimer.

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