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.
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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)
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See a monthly report.
|Interesting information about the fund||Download|
|Key investor information (SK)||Download|
|Sales prospectus and fund status (SK)||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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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. As much as 100 % of the value of assets in a mutual fund can be invested in transferrable securities and money market instruments issued or guaranteed by member states of the Organization for Economic Cooperation and Development. Investment strategy of this mutual fund is focused on real estate investments. The official name of the mutual fund is: Tatra Asset Management, správ. spol., a. s., RealitnýFond o.p.f.
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