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  5. Wealth Growth Dynamic Model FundTB

Wealth Growth Dynamic

This fund is intended for clients of Tatra banka's private banking.
Contact your private banker for more information.

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Fund performance chart

Fund name Performance i Performance p.a. i
Wealth Growth Dynamic Model FundTB - % 0 %

Monthly report (SK)Ikona investičného reportu

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Benefits of investing in the fund 

  • Profits from investing in global stocks and bonds.
  • The fund has the potential for returns at lower costs thanks to ETFs. Investments in bonds and stocks are made through low-cost ETFs that meet social responsibility principles. This allows the fund to achieve higher return potential with lower costs.
  • Makes money in every growth period. Thanks to the fund's consistent investment in stocks, you won't miss out on any growth period. This is particularly helpful in times of mixed news and an unclear market trend.

Risks of investing in the fund 

The value of your investment may decrease due to:

  • changes in stock prices (equity risk),
  • changes in interest rates (interest rate risk),
  • deterioration of the issuer's creditworthiness (credit risk),
  • other risks - pricing risk, liquidity risk, concentration risk, underlying fund management risk, market gap risk, sustainability risk, political and regulatory risk.
  • The complete risk profile of the fund is available in the fund's prospectus.


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.

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