Akciový Mix FF

Balanced fund with the 75% share of global equities. Actively management currency hedging.
ISIN: CZ0008472305  

 
Performance goal and investment strategy
The performance objective of the fund is to exceed significantly the yields on government bonds of the Czech Republic through investments in a major share (75%) of stocks in the portfolio in the long term. Akciový Mix FF is a global funds fund and one of 4 profile funds offered by Česká spořitelna. The fund is intended for dynamic clients who want to achieve highest possible long-term appreciation of their investments, and have already gained experience of investing on capital markets, and are willing to accept fluctuations of the input investment value. The fond invests in stock funds which represent a higher growth potential, in bond funds of collective investing, and additionally in money market funds. The neutral weight of the share of the stock part in the assets of the share fund is 75%, and this dynamic portfolio part is actively managed by the portfolio manager. The regional and sectoral composition of the fund is also actively managed.
 
Performance (2019/12/05)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 15.09 5.74 8.19 5.24 2.95 4.62 3.43
Annual performance in % (2019/12/05)
Period 2014 2015 2016 2017 2018
Perf 7.73 -0.93 1.73 10.92 -10.13
Minimum & maximum performance in % p.a. (2019/12/05)
1Y
60.21
-48.39
3Y
17.96
-20.48
5Y
14.89
-10.63
10Y
8.89
-0.68
 
 
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.