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Equity funds

What are equity funds?

Equity funds are shares funds investing continuously a minimum of 66% of the fund assets in stocks and stock instruments; they can also complete their portfolios with money market instruments or bond instruments. In the long term, however, the share of stock instruments in the portfolio is close to 100 %. Stocks as well as equity funds rank among most yielding investment instruments, which unfortunately is also connected with corresponding risks. Stocks show a higher fluctuation rate and therefore equity funds rank among risky investments as well. They are best for long-term investments, for 5 and more years, and for investors willing to tolerate major fluctuations of the investment value, the funds offer the opportunity to achieve a higher yield than bond or balanced funds. Equity funds are very good for long-term investments on a regular basis, which reduces the risk of their improper timing. When creating a long-term investment portfolio, equity funds should never be omitted, they should even appear even in a conservative portfolio, in percentage units.

How do equity funds work?

Equity funds are widely diversified stock portfolios, investing in numerous (tens of) equitys, by which they reduce the risk of drop of an individual stock title significantly. They form the most varied category of shares funds, because various investment strategies can be applied with them and variety of stock markets can be used. Pursuant to investment strategy, they can be divided into benchmark funds, copying the particular market or index, stock-picking funds, searching for investment potential of individual companies, or equity funds of funds, investing in investment certificates of other equity funds. Pursuant to their focus on developed or developing economics, they can be divided into various territories (Europe, Asia, etc.) or specific countries (the Czech Republic, USA, Japan, etc.), and into individual economic sectors (technology, pharmaceuticals, energy, etc.).


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