Konzervativní Mix FF

Balanced fund with the 10% share of global equities. Actively management currency hedging.
ISIN: CZ0008472321  

 
Performance goal and investment strategy
The performance objective of the fund is to exceed the yields on the government bonds of the Czech Republic through combined investments in low-risk bonds and a small share of stocks. It is a mixed open share funds fund with a medium-term recommended investment period. The fund buys investment certificates of open share funds. Its conservative mixed strategy combines money market instruments and bond instruments, the yield potential is given by the stock part of the portfolio whose neutral weight is 10%. the share of the portfolio stock part is actively managed, and its regional and sector composition is actively managed as well. The currency hedging is actively managed.
 
Performance (2019/12/12)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 5.39 1.96 4.66 1.47 1.11 2.00 1.21
Annual performance in % (2019/12/12)
Period 2014 2015 2016 2017 2018
Perf 2.92 -0.64 1.58 1.60 -2.62
Minimum & maximum performance in % p.a. (2019/12/12)
1Y
19.44
-18.35
3Y
7.39
-6.31
5Y
5.80
-0.67
10Y
3.32
0.79
 
 
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.