Balanced Investment

A balanced investment strategy is suitable for investors with a balanced attitude to risk who are interested in a steady, even growth of their investment at a lower level of risk. We recommend the balanced investment strategy to clients who wish to participate in the growth of equity markets and to protect their assets against risky maximisation of return. The ideal investment horizon for this type of investment strategy is 3-5 years.

[Translate to English:] Vyvážené investovanie

Our mutual funds with a balanced investment strategy

CE Bond

  • Performance
    this year: 2,39 %
    last year: 2,32 %
    from launch (p.a.): 0,70 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    4 years
  • Investment focus:
    bond fund
  • Risk: 3 (1-7)

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Growth Opportunities

  • Performance
    this year: 11,40 %
    last year: -2,27 %
    from launch (p.a.): 0,50 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    5 years
  • Investment focus:
    balanced fund
  • Risk: 5 (1-7)

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Optimal Balanced

  • Performance
    this year: 4,73 %
    last year: 1,01 %
    from launch (p.a.): -0,89 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    5 - 7 years
  • Investment focus:
    balanced fund
  • Risk: 4 (1-7)

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Protected Equity 1

  • Performance
    this year: 3,48 %
    last year: 2,18 %
    from launch (p.a.): 1,16 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    2 years
  • Investment focus:
    other funds
  • Risk: 2 (1-7)

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Protected Equity 2

  • Performance
    this year: 3,20 %
    last year: 2,96 %
    from launch (p.a.): 0,91 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    2 roky
  • Investment focus:
    other funds
  • Risk: 3 (1-7)

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Prvý realitný fond

  • Performance
    this year: 2,57 %
    last year: 3,70 %
    from launch (p.a.): 6,13 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    5 years
  • Investment focus:
    special real estate fund
  • Risk: 2 (1-7)

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Korunový realitný fond

  • Performance
    this year: 3,75 %
    last year: 4,46 %
    from launch (p.a.): 3,65 %
  • Minimum initial investment:
    CZK 600
  • Minimum subsequent investment:
    CZK 600
  • Investment Horizon:
    5 years
  • Investment focus:
    special real estate fund
  • Risk: 2 (1-7)

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