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Recommended holding period

Balanced Funds

Name  
ISIN
Investment
Company  
Product description  Recommended
holding period  
Currency  NAV
Date NAV
Konzervativní Mix
CZ0008472321
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 10% share of global equitiesAt least 3 yearsCZK1.3222
2024/05/24
Vyvážený Mix
CZ0008472339
Erste Asset Management GmbH, pobočka Česká republikaMixed fund typically with 30% share of global equities.At least 3 yearsCZK1.7873
2024/05/24
ESG MIX 10
CZ0008474327
Erste Asset Management GmbH, pobočka Česká republikaResponsible investment – a typical mixed fund with a 10% share of global equities in companies actively following sustainable economic development and environmental protection policy, social principles and the principles of sustainable management.At least 3 yearsCZK1.1265
2024/05/24
ESG MIX 30
CZ0008474335
Erste Asset Management GmbH, pobočka Česká republikaResponsible investment – a typical mixed fund with a 30% share of global equities in companies actively following sustainable economic development and environmental protection policy, social principles and the principles of sustainable management.At least 3 yearsCZK1.1565
2024/05/24
MPF 10
CZ0008474558
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 10% share of global equities. The product is only for Erste Private Banking clients. Minimum investment amount 2 000 000 CZK.At least 3 yearsCZK1.1647
2024/05/24
OPTIMUM
CZ0008474814
Erste Asset Management GmbH, pobočka Česká republikaMixed mutual fund with a flexibly responsive investment strategy with a share of real estate and alternative investmentsAt least 3 yearsCZK1.1912
2024/05/24
Universum
CZ0008475688
Erste Asset Management GmbH, pobočka Česká republikaThe mixed mutual fund flexibly covers a broad spectrum of asset classes with a direct selection of the most interesting equity titles.At least 3 yearsCZK1.1610
2024/05/24
Konzervativní Mix DIP
CZ0008478245
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 10% share of global equitiesAt least 3 yearsCZK1.0208
2024/05/24
Vyvážený Mix DIP
CZ0008478252
Erste Asset Management GmbH, pobočka Česká republikaThe fund can only be purchased by using a Long-Term Investment Product (DIP)At least 3 yearsCZK1.0282
2024/05/24
OPTIMUM DIP
CZ0008478377
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 10% share of global equitiesAt least 3 yearsCZK1.0035
2024/05/24
Akciový Mix
CZ0008472305
Erste Asset Management GmbH, pobočka Česká republikaMixed fund typically with 75% share of global equitiesAt least 5 yearsCZK2.5555
2024/05/24
Dynamický Mix
CZ0008472347
Erste Asset Management GmbH, pobočka Česká republikaMixed fund typically with 50% share of global equitiesAt least 5 yearsCZK1.8027
2024/05/24
ESG MIX 50
CZ0008474343
Erste Asset Management GmbH, pobočka Česká republikaResponsible investment – a typical mixed fund with a 50% share of global equities in companies actively following sustainable economic development and environmental protection policy, social principles and the principles of sustainable management.At least 5 yearsCZK1.1759
2024/05/24
MPF 30
CZ0008474566
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 30% share of global equities. The product is only for Erste Private Banking clients. Minimum investment amount 2 000 000 CZK.At least 5 yearsCZK1.2514
2024/05/24
MPF 50
CZ0008476140
Erste Asset Management GmbH, pobočka Česká republikaBalanced fund typically with 50% share of global equities. The product is only for Erste Private Banking clients. Minimum investment amount 2 000 000 CZK.At least 5 yearsCZK1.1934
2024/05/24
Akciový Mix DIP
CZ0008478229
Erste Asset Management GmbH, pobočka Česká republikaThe fund can only be purchased by using a Long-Term Investment Product (DIP)At least 5 yearsCZK1.0628
2024/05/24
Dynamický Mix DIP
CZ0008478237
Erste Asset Management GmbH, pobočka Česká republikaThe fund can only be purchased by using a Long-Term Investment Product (DIP)At least 5 yearsCZK1.0439
2024/05/24
Fond život. cyklu 2030 FF
CZ0008472750
Erste Asset Management GmbH, pobočka Česká republikaMixed mutual fund with a shrinking share of equities over time with maturity in 2030.At least 7 yearsCZK1.1687
2024/05/24
YOU INVEST GREEN balanced VT
AT0000A11FC7
Erste Asset Management GmbHMixed fund with dynamic asset allocation (max. 30% equity exposure)At least 6 yearsEUR120.2800
2024/05/28
YOU INVEST GREEN solid VT
AT0000A11FG8
Erste Asset Management GmbHMixed fund with dynamic asset allocation (max. 10% equity exposure)At least 6 yearsEUR113.4000
2024/05/28



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