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Equity fund with a concentrated portfolio of shares traded on developed markets managed by the "stock picking" method.

Performance goal and investment strategy
An equity fund intended for dynamic investors with a long-term investment horizon looking for attractive investment stories. The aim of the fund’s investment strategy is to provide investors a long-term return by investments in a concentrated portfolio of stocks listed on mature stock markets. The objective is achieved by an active selection of individual stocks for a long-term return (so-called “stock picking“). The share of stocks and financial instruments bearing the risk of stock markets in the fund’s portfolio can fluctuate from 80% to 100%. The fund’s portfolio usually represents 25 different investment cases whose weight is usually approximately equal. Given the significant representation of stocks in the portfolio and high concentration of the portfolio, the value of the investments may show high short-term volatility. In view of the investment strategy, the fund is suitable for regular investment and of being part of the equity component of the investment portfolio.

Performance goal and investment strategy

An equity fund intended for dynamic investors with a long-term investment horizon looking for attractive investment stories. The aim of the fund’s investment strategy is to provide investors a long-term return by investments in a concentrated portfolio of stocks listed on mature stock markets. The objective is achieved by an active selection of individual stocks for a long-term return (so-called “stock picking“). The share of stocks and financial instruments bearing the risk of stock markets in the fund’s portfolio can fluctuate from 80% to 100%. The fund’s portfolio usually represents 25 different investment cases whose weight is usually approximately equal. Given the significant representation of stocks in the portfolio and high concentration of the portfolio, the value of the investments may show high short-term volatility. In view of the investment strategy, the fund is suitable for regular investment and of being part of the equity component of the investment portfolio.

Performance (2024/04/18)
Period	YTD	6m	1Y (% p a)	3Y (% p a)	5Y (% p a)	10Y (% p a)	since inc. (% p a)
Perf	2.68	17.73	7.33	-1.29	7.41	8.24	7.76

Annual performance in % (2024/04/18)
Period	2019	2020	2021	2022	2023
Perf	22.84	18.02	10.08	-7.44	7.77

Minimum & maximum performance in % p.a. (2024/04/18)
1Y	149.40
	-66.06
3Y	48.75
	-12.76
5Y	35.31
	-7.27
10Y	20.79
	4.26

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.