Akciový Mix

Mixed fund typically with 75% share of global equities

 
Performance goal and investment strategy
The fund’s performance objective is to significantly outperform Czech government bond yields in the long term by a combination of investments in a substantial 75% share of equities in the portfolio and in bonds. It is intended for experienced and dynamic investors who want to achieve the highest possible long-term return on their investments and already have experience with investing in capital markets, and are also able to accept significant volatility of the investment value. The fund invests mainly in equity instruments with a neutral share of 75% in the portfolio, which represents a greater growth potential, as well as in bond instruments and additionally in money market instruments. Investments are made in the most important world markets. The share of equities in the portfolio is actively managed by the portfolio manager depending on the current and expected market situation. The regional and sector investment composition is also managed actively.
 
Performance (2024/03/21)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 6.28 13.97 18.95 5.44 6.56 5.05 3.65
Annual performance in % (2024/03/21)
Period 2019 2020 2021 2022 2023
Perf 17.63 5.21 13.81 -13.36 15.83
Minimum & maximum performance in % p.a. (2024/03/21)
1Y
60.21
-48.39
3Y
18.20
-20.53
5Y
14.89
-10.63
10Y
8.89
-0.68
 
 
Disclaimer
The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.