Fund for blue planetTB balanced
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Introduction of the fund
The fund invests in equities and bonds in accordance with environmental, social and ethical criteria. The fund's portfolio will be evenly invested in equities and bonds. The share of equity components corresponds to the investment experience and goals of a more experienced investor.
Approximately 50 % 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
|Germany 0% 1/4 02/15/29||2,3 %|
|Accenture PLC||1,0 %|
|Microsoft Corp||0,9 %|
|salesforce.com Inc||0,8 %|
|Cisco Systems Inc/Delaware||0,8 %|
Also included in the fund
Monthly report (SK)
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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?
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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-Mix. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., fond pre modrú planétu vyvážený o.p.f.
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