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  5. Fund for blue planetTB balanced

Fund for blue planetTB balanced

You can also do a lot of good on the way to return

Achieving return can
be in line with personal

Sledovanie rastu

Make money on success
of socially responsible

Svetové firmy

Join the millions of
responsible investors in the
whole world

Basic information

Fund parameters

Fund size
56,3 mil. € i
Expected annual return
3,8 to 4,8 % i
Minimum investment period
8 years i
Summary risk indicator
3 / 7 i
Entry fee
0 % i
Fund management fee
0,98 % i
Fund creation date

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.

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
Fund for blue planetTB balanced - % 0 %

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

Microsoft Corp 1,2 %
Alphabet Inc 1,1 %
Salesforce Inc 1,1 %
Accenture PLC 0,9 %
Motorola Solutions Inc 0,9 %

Also included in the fund

Monthly report (SK)Ikona mesačného reportu

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See a monthly report.

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Investičný citát

„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.“

Michael Wilkins,
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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Are you interested in a more dynamic composition of the fund?
Look at the Fund for blue planetTB dynamic


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 language85 % 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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