YOU INVEST balanced

Fund of funds with dynamic asset allocation (max. 30% equity exposure)
ISIN: AT0000A11FC7  

 
Performance goal and investment strategy
<> offers investors a balanced mix of different asset classes. Within the YOU INVEST product family for retail clients, this is the fund for investors with a balanced risk appetite. A balanced risk/return profile makes a case for this solution. Our experts continuously monitor the portfolio and optimise it in accordance with the opportunities on the market. The fund management is implemented on the basis of a traceable and structured investment process. Up to 60% of assets under management are invested directly or via other investments funds in risky assets. In the context of this investment, equities and high-yield bonds, among others, are deemed risky. The risk exposure may fluctuate from 0% to 60% over time.
 
Performance (2019/11/29)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 8.41 - 5.75 2.19 1.23 - 2.24
Annual performance in % (2019/11/29)
Period 2014 2015 2016 2017 2018
Perf 7.42 -2.00 2.56 3.97 -6.40
Statistical figures (-)
Average time to maturity4.72
Average Yield2.67
Duration in years3.69
Modified duration3.25
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Minimum & maximum performance in % p.a. (2019/11/29)
1Y
10.40
-6.49
3Y
3.01
-0.54
5Y
1.86
1.05
 
 
Disclaimer
Full names of open Mutual funds are given in the fund statutes (prospectuses). Pursuant to rules applicable to collective investment, the manager informs that neither the current or expected performance will guarantee the future performance. Investment in investment certificates contains the risk that the current value of amount invested and yields on the amount will fluctuate; thus return on the amount invested is not guaranteed. All information provided herein is of informative nature only and it should not substitute the statute (prospectus) or give its overall summary. Before using this website/information for investment, you should consult consultants of Česká spořitelna. If any yield is mentioned in the reference material, you should always bear in mind that past yields will not guarantee future yields, that any investment is subject to the risk of value fluctuations and change of exchange rates, and that return on the amount invested or profit margin cannot be guaranteed.