YOU INVEST balanced

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

Performance goal and investment strategy
YOU INVEST balanced offers investors a dynamic mix of different asset classes. Within the YOU INVEST product family for private customers, it is the fund with a balanced risk appetite and suitable for long-term capital accumulation. A balanced ratio of opportunities and risks favours this solution. The portfolio is continuously monitored by our experts and regularly optimized in line with current market opportunities. The fund management is managed within a comprehensible and structured investment process. The fund invests up to 30% in equity funds and up to 100% in bond funds. Up to 20% are invested in alternative investment strategies and asset classes that complement the traditional asset classes.
Performance (2021/09/30)
(% p a)
(% p a)
(% p a)
(% p a)
since inc.
(% p a)
Perf 2.30 - 6.52 3.45 2.40 - 2.63
Annual performance in % (2021/09/30)
Period 2016 2017 2018 2019 2020
Perf 2.56 3.97 -6.40 9.27 4.08
Funds ratio of bonds (2021/09/30)
Average time to maturity7.47
Average Yield2.73
Duration in years4.86
Modified duration4.78
Minimum & maximum performance in % p.a. (2021/09/30)
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.