ESG MIX 50

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

 
Performance goal and investment strategy
Balanced fund ESG Mix 50 – 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 and is suitable for experienced and yield-oriented investors, who are looking in a long-term investment higher return horizon through investment within one Fund. However, they are also willing to accept any increased fluctuation of the value of their investments for their duration. The share of dynamic assets – stock in the Fund, which is about 50% in the long-term, offers very interesting room for a return. The conservative part, represented above all by a broad spectrum of bonds, provides the Fund with stability and balances out the portfolio risk. By maintaining the recommended investment horizon, this investment can offer you an attractive return.
 
Performance (2022/06/23)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf -16.34 -16.03 -14.51 -3.11 -1.37 - -0.32
Annual performance in % (2022/06/23)
Period 2017 2018 2019 2020 2021
Perf 6.21 -7.94 11.25 2.30 3.91
Minimum & maximum performance in % p.a. (2022/06/23)
1Y
17.33
-15.56
3Y
5.96
-3.42
5Y
3.77
-1.81
 
 
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.