Conservative Investment

A conservative investment strategy is suitable for investors who prefer a safe return on their investment to risky maximisation of return. We recommend the conservative investment strategy to clients who expect appreciation slightly above standard bank products and intend to deposit their funds for a shorter period.

[Translate to English:] Konzervatívne investovanie

Our mutual funds with a conservative investment strategy

1. PF Slnko

  • Performance
    this year: -2,39 %
    last year: -2,19 %
    from launch (p.a.): 7,24 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    3 years
  • Investment focus:
    bond fund

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Český konzervativní

  • Performance
    this year: 0,36 %
    last year: -0,06 %
    from launch (p.a.): 0,33 %
  • Minimum initial investment:
    CZK 600 (EUR 20)
  • Minimum subsequent investment:
    CZK 600 (EUR 20)
  • Investment Horizon:
    3 years
  • Investment focus:
    bond fund

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EURO Bond

  • Performance
    this year: -4,24 %
    last year: -3,92 %
    from launch (p.a.): 1,13 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    3 years
  • Investment focus:
    bond fund

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Zaistený - IAD depozitné konto

  • Performance
    this year: 0,57 %
    last year: 0,60 %
    from launch (p.a.): 1,30 %
  • Minimum initial investment:
    EUR 20
  • Minimum subsequent investment:
    EUR 20
  • Investment Horizon:
    1 year
  • Investment focus:
    a short-term investment fund

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