YOU INVEST balanced

The product only for clients of Erste Premier and Erste Private Banking. One-off payment up to CZK 50,000.
ISIN: CZ0008474335  

 
Performance goal and investment strategy
Within the YOU INVEST product family for retail clients, YOU INVEST balanced is the fund for investors with medium risk appetite. A balanced risk/return profile makes a case for this solution. Capital losses are possible. Up to 60% of assets under management are invested directly or via other investments funds in risky assets. In the context of this investment, equities and high-yield bonds, among others, are deemed risky. The risk exposure is managed actively and may fluctuate from 0 to 60% over time. The weighting of the different asset classes in the portfolio changes dynamically. The different bandwidths are determined by the chosen risk aversion/risk appetite. The goal is to achieve maximum returns while bearing in mind the risk/return profile
 
Performance (2019/12/05)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 7.91 2.95 5.66 2.02 1.02 - 1.17
Annual performance in % (2019/12/05)
Period 2014 2015 2016 2017 2018
Perf - -0.96 0.85 3.96 -6.32
Minimum & maximum performance in % p.a. (2019/12/05)
1Y
6.44
-7.29
3Y
2.12
-0.63
5Y
1.32
0.61
 
 
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.