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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
values

Sledovanie rastu

Make money on success
of socially responsible
companies

Svetové firmy

Join the millions of
responsible investors in the
whole world

Basic information

Fund parameters

Fund size
44,0 mil. € i
Expected annual return
2 to 3 % i
Minimum investment period
8 years i
Risk-return profile
4 / 7 i
Entry fee
0 % i
Fund management fee
0,98 % i
Fund creation date
18.3.2019

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

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

Germany 0% 1/4 02/15/29 2,8 %
Accenture PLC 0,9 %
Microsoft Corp 0,9 %
salesforce.com Inc 0,9 %
Alphabet Inc 0,9 %

Also included in the fund

Monthly report (SK)Ikona mesačného reportu

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

Open a monthly report
Podrobnejšie informácie o fonde

Documents (SK)

 

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?

 

Need more information?
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Are you interested in a more dynamic composition of the fund?
Look at the Fund for blue planetTB dynamic

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., fund for blue planet balanced o.p.f. Read the full disclaimer.

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https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/growth-funds/fund-blue-planet-balanced/