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Tatra banka

2.6.2020 12:51

Global equity fund

Make money from the success of world-class businesses.

  • return from equities of companies from around the world
  • higher return potential with lower costs
Details of the fund

The Global Equity FundTB is intended for a client who wants to achieve a return significantly above the level of inflation over a longer period of time, is looking for a dynamic investment and has experience in investing.

  • The fund invests in more than 2,000 companies from around the world, allowing it to earn returns well above inflation.
  • Known names of companies in the fund: Apple, Amazon, Alibaba, Google, Microsoft, Toyota, Honda, Mastercard, P&G, Nestle.
  • The fund invests in the shares of companies operating in technology, energy, food, transport, pharmacy and many others.
  • A minimum of 95 % of the Fund's assets in equities will always be invested in the Fund.
  • The recommended minimum investment horizon (investment period in the fund) is 12 years. Compliance is important to achieve the expected return.

 

Fund characteristics

Equities are the main source of revenue in financial markets. In the long term, they have the highest return potential.

Your money will be invested in all major equity markets around the world. This gives you the opportunity to earn business success in the US, Europe, and emerging countries.

The Fund's investment strategy will use extremely efficient instruments (ETFs - Exchange-traded fund), increasing the fund's return potential.


How to invest

You can invest in the Global Equity FundTB:

Lump-sum investment is from 150 EUR, you can save any amount at any time.

Parameters

Type of the fund:

equity fund

Recommended horizon:

more than 12 years

Description of the fund:

Fund invests mainly into global equity investments, financial derivatives and money market investments with the aim to achieve return mainly from the movement of the equity investments prices, dividends from equity investments, as well as financial instruments with interest yield and appreciation of the Fund in EUR.

Initial fee:

0 %

Redemption fee:

  • Lump sum investment: 3 % in the first year, 2 % in the second year, 1 % in the third year of the investment, 0 % after the third year of the investment
  • Saving program PLUS:  3 % in the first year since the first payment, 2 % in the second year since the first payment, 1 % in the third year of the investment since the first payment, 0 % after the third year since the first payment

Management fee:

0,95 %

Risk profile (1-7):

6

Launching:

February 3, 2020

Fund results
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Price history
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Fund:Globálny akciový fond

Date from - to:3.2.2020  - 29.5.2020 

Unit price Unit price EUR
29.5.2020  0.087129 
28.5.2020  0.088207 
27.5.2020  0.087470 
26.5.2020  0.087787 
25.5.2020  0.087454 
22.5.2020  0.086319 
21.5.2020  0.086793 
20.5.2020  0.086929 
19.5.2020  0.086499 
18.5.2020  0.086094 
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