Top Stocks

A concentrated portfolio of stocks traded on developed stock markets driven by stockpicking
ISIN: CZ0008472404  

 
Performance goal and investment strategy
The fund is an equity mutual fund intended for dynamic investors with a long-term investment horizon. Investment objective of the fund is to deliver positive long-term performance through investments in a concentrated portfolio of equities traded in developed markets. In order to achieve this objective the fund manager applies investment strategy known as "stock picking", which is a method of active search for individual stock titles with a long-term growth potential. The share of the equity part can range from 80% to 100%.The portfolio of the fund usually represents 25 various investments ideas whose weights are usually the same. Due to the significant share of equities in the portfolio and high portfolio concentration, the investment value of the fund can fluctuate significantly in the short-term. In consideration of this investment strategy, the fund is ideal for regular investments and as a part of the equity portion of the investment portfolio.
 
Performance (2019/12/05)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 17.65 9.75 6.70 4.42 4.86 12.04 7.74
Annual performance in % (2019/12/05)
Period 2014 2015 2016 2017 2018
Perf 21.82 8.11 0.65 15.83 -14.40
Minimum & maximum performance in % p.a. (2019/12/05)
1Y
149.40
-65.47
3Y
48.43
-7.30
5Y
35.31
-1.05
10Y
20.77
7.22
 
 
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.