ESG MIX 10

Responsible investment - simple solution: one Fund, one investment, comprehensive investment portfolio

 
Performance goal and investment strategy
Balanced fund ESG Mix 10 – responsible investment means a comprehensive investment portfolio which is actively mindful of the policy of sustainable economic development and environmental protection, social principles and the principles of sustainable management. So the Fund’s portfolio manager actively searches for attractive and long-term stable investment opportunities in the securities of issuers mindful of social, ethical and environmental aspects. The Fund optimally distributes funds into several types of assets, above all into conservative bonds and instruments of the money market. This conservative part of the portfolio provides the Fund with stability and decreases the fluctuation of its value. Stock, whose share is however very small and maintained in the long-term at 10%, is purchased for the portfolio to increase the yield potential. However, even such small amounts of stock can provide the Fund portfolio with a very interesting higher return potential.
 
Performance (2021/10/14)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf -0.52 0.13 0.27 2.21 0.63 - 0.77
Annual performance in % (2021/10/14)
Period 2016 2017 2018 2019 2020
Perf 1.26 0.77 -4.03 5.92 2.29
Minimum & maximum performance in % p.a. (2021/10/14)
1Y
7.01
-4.67
3Y
2.37
-1.18
5Y
1.57
-1.12
 
 
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.