Real estate fundTB
The fund is not currently offering new investments
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Introduction of the fund
The fund has the potential to bring attractive returns resulting mainly from real estate leases, as well as from the increase in the market value of real estate in the fund.
Investment property also serves as a tool to maintain value in times of inflation, mainly due to the link between the rental price of real estate and inflation.
Real estate investments do not exactly copy the development of stock and bond markets, thus they represent a suitable tool for risk spreading.
The real estate market represents a segment of real assets in Slovakia, which allows investors to participate in the long-awaited higher growth of the Slovak economy compared to Western Europe.
You have the funds invested in the Real estate fundTB available within 90 days of submitting the redemption application.
Select the fund performance period
Composition of the fund
Fund composition chart i
Description of the fund's strategy
It invests in selected Slovak real estate assets, either directly in real estate or indirectly through investments in securities issued by entities connected to the real estate market. It focuses on administrative, office, commercial and logistics premises. In accordance with the applicable legislation, the investor is paid the investment from the Real estate fundTB for 90 days from the date of submission of the "Redemption Instruction".
The largest investments in the fund
|Bratislava - City Business Center III-V||19,6 %|
|Bratislava - Central - administratívne priestory||16,7 %|
|Portfólio 10 retail parkov||11,9 %|
|Sučany - Priemyselný park||6,7 %|
|OBI Lamač||6,2 %|
Also included in the fund
Monthly report (SK)
Want to know more about the fund?
See a monthly report.
|Interesting information about the fund||Download|
|Key investor information||Download|
|Sales prospectus and fund status||Download|
"Don't wait to buy real estate, buy real estate and then wait"
T. Harv Eker,
businessman and motivational speaker
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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., Realitný Fond o.p.f. Read the full disclaimer.
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