Investment strategy for blue planetTBSynergiQ
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Basic information
Introduction of the fund
Investment strategy for the blue planetTB HarmoniQ offers the possibility of convenient investing through a fund of ETFs (exchange-traded funds) from renowned global asset management companies such as BlackRock, JPMorgan Chase, and Amundi Asset Management.
The solution represents a combination of global equity and bond ETFs that promote or target environmental and social characteristics, along with a fund that performs complete portfolio rebalancing.
The long-term equity share in the fund is approximately 45%.
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
You can view the performance of the fund since its opening on 18.3.2019 by changing the column graph of the fund's performance to a line graph and entering the date of the fund's opening.
The performance of the Investment Strategy for the Blue PlanetTB SynergiQ until February 3, 2026, was achieved under the original investment policy of the fund named Blue Planet TB Balanced Fund. The fund’s name and its investment policy were changed as of February 4, 2026.
Composition of the fund
Fund composition chart i
Description of the fund's strategy
The main sustainable investment objective of the ETFs in which the fund invests is to reduce the impacts of climate change. These ETFs promote or target environmental and social characteristics (ESG) when selecting their investments.
Several indicators are used to assess how sustainably the ETFs invest. These include, for example:
• Assessment of negative impacts monitored by the funds in their investments (e.g., impact on the environment or society).
• Greenhouse gas emission intensity of the companies in which the ETFs invest — whether in equities or corporate bonds.
• The share of investments in green bonds, i.e., projects focused on ecological solutions.
For government bonds, the overall sustainability rating of the country is monitored, which takes into account environmental risks, social factors, and the quality of governance.
The largest investments in the fund
| NVIDIA Corp | 4,4 % |
| Alphabet Inc | 3,7 % |
| Apple Inc | 3,6 % |
| Microsoft Corp | 3,0 % |
| Amazon.com Inc | 1,5 % |
Also included in the fund
Benefits of investing in the fund 
- Diversification: Good risk-return ratio due to the broad diversification across different bond classes and the number of issuers in the portfolio.
- Yields: opportunity to achieve higher returns than a pure government bond portfolio by adding corporate bonds and covered bonds.
- Currencies The positive economic development of the countries should lead to a long-term revaluation of these countries´ currency.
- Sustainable investments: Historically speaking, companies, that act in a sustainable manner, often show a lower volatility as companies which come off badly by insustainability issues. The sustainable approach in the security selection is a further driver of diversification within the portfolio.
Risks of investing in the fund 
The value of your investment may decrease due to:
- Price loss/capital loss: The capital development depends on the development of the capital markets. Negative periods can happen too. Due to no capital guarantee, a price loss and/or a capital loss is possible.
- Interest rate risk: An increase in yields may result in interim price losses.
- Currency risk: Short-term currency fluctuations despite long-term currency appreciation potential.
- The complete risk profile of the fund is available in the fund's prospectus.
Documents
„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?
If you make a payment after the daily closing of the banking system (in the evening hours of the respective business day, approximately after 10:15 p.m.), the mutual fund units will be issued with the date of the following business day.
Need more information?
Leave us your phone number and we will call you.
Are you interested in a more dynamic composition of the fund?
Look at the Investment strategy for blue planetTB DynamiQ
Disclaimer
This is a marketing notice. Before you make any investment decision, see the statute, sales prospectus and key information document of the mutual fund, which are available at Tatra banka, a.s. branches and at www.tam.sk in the Slovak language. Investing in a mutual fund is also associated with risk, and past returns are not a guarantee of future returns. Up to 100% of the value of the assets in the mutual fund can be invested in transferable securities and money market instruments issued or guaranteed by a member state of the Organization for Economic Cooperation and Development. When investing in the underlying funds, money market, bond, mixed, real estate, commodity or equity publicly traded funds (ETFs) are used for the purpose of implementing the fund's investment policy. The expected performance used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., based on the assumed composition of the fund, as well as on the basis of the estimated ten-year return of individual asset classes in which the fund can invest. The expected return is after deducting ongoing fees in terms of key information for mutual fund investors. Future return is subject to taxation, which depends on the investor's personal situation, which may change in the future. Investing may result in financial loss. You can find more information (in the Slovak language) about the promotion of sustainability here.
Frequently asked questions
- How to proceed when investing in mutual funds?
- What to prepare for when investing?
- What is the minimum investment amount and fees?
- Can I to send money to my investment savings at any time?
- How is the return on mutual fund assets paid out?
- What is the PLUS Savings Program and the Savings Program?
- How do I transfer money to another fund?
- Can I allow another person to dispose of my mutual fund?
- What is mutual fund share redemption?
- Can I invest in foreign currency?
- How are mutual fund share exchange rates determined?
- When will the sent amount be invested in the fund?
Blog and News
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https://www.tatrabanka.sk/en/tam/offer-funds/funds/mutual-funds/growth-funds/investment-strategy-blue-planet-synergiq/