MPF 10

Balanced fund typically with 10% share of global equities. The product is only for Erste Private Banking clients. Minimum investment amount 2 000 000 CZK.

 
Performance goal and investment strategy
Modelový privátní fond MPF 10 is an exclusive product in the investment offer of Erste Private Banking, which combines the benefits of classic open-ended mutual funds and individual asset management with a high standard of post-sale services. The fund’s investment strategy relies mainly on the interest component which determines its low risk factor. The neutral weighted equity component is 10%. Thanks to the asset management, it is possible to partly regulate this neutral weighted equity component depending on market development. The fund uses the investment strategy of active “stock picking” and the actual fulfilment of the equity component is realised by direct positions in stocks of companies listed mainly on US and European markets. The fund also directly collects all dividends which are reinvested. The yield potential is supplemented by 10% of the share of further classes of assets such as alternative investments. Credit, interest and currency risk is managed actively. The objective of the strategy is to outperform Czech medium-term government bond yields.
 
Performance (2024/03/21)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 2.06 5.86 7.94 2.75 2.62 - 1.57
Annual performance in % (2024/03/21)
Period 2019 2020 2021 2022 2023
Perf 6.88 2.64 0.30 -2.90 7.81
Minimum & maximum performance in % p.a. (2024/03/21)
1Y
8.90
-5.79
3Y
3.39
-0.97
5Y
2.91
-0.73
 
 
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.