Vyvážený Mix

Mixed fund typically with 30% share of global equities.

Performance goal and investment strategy
The fund’s performance objective is to outperform Czech government bond yields in the long term by a combination of investments in bonds and a neutral share of 30% of the equity component. Vyvážený mix is a mixed mutual fund intended for more experienced investors with a medium-term investment horizon. The fund invests mainly in bond instruments, money market instruments and the yield potential is enhanced by the equity component of the portfolio whose neutral weight is 30%. 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 goal and investment strategy

The fund’s performance objective is to outperform Czech government bond yields in the long term by a combination of investments in bonds and a neutral share of 30% of the equity component. Vyvážený mix is a mixed mutual fund intended for more experienced investors with a medium-term investment horizon. The fund invests mainly in bond instruments, money market instruments and the yield potential is enhanced by the equity component of the portfolio whose neutral weight is 30%. 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 (2024/04/18)
Period	YTD	6m	1Y (% p a)	3Y (% p a)	5Y (% p a)	10Y (% p a)	since inc. (% p a)
Perf	0.67	7.57	9.14	1.62	2.95	2.55	1.87

Annual performance in % (2024/04/18)
Period	2019	2020	2021	2022	2023
Perf	9.80	3.92	3.10	-8.66	12.52

Minimum & maximum performance in % p.a. (2024/04/18)
1Y	30.31
	-28.50
3Y	10.87
	-10.94
5Y	9.03
	-4.53
10Y	5.39
	-0.56

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.

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.