You invest, we manage your portfolio
Get prosperous course for your investments
The investment you really see
IAD Talks with Juraj Bača
We have built a portfolio of strong products with different investment strategies. Thanks to which we are able to offer optimum appreciation of investments for all types of clients and fullfil their investment goals.
Mutual Funds
Investment savings
Individual Asset Management
Our portfolio of 16 open-end mutual funds offers bond, mixed and equity mutual funds or special real estate funds: Prvý realitný fond or Korunový realitný fond. Clients may choose one or more investment strategies depending on the expected return on investment, market risk rate that they are willing to bear and liquidity (how fast assets can be converted to cash).
Our saving schemes are designed primarily for clients who wish to have a financial reserve, save regularly and take advantage of regular investments. Our saving schemes offer high variability and flexibility. The saving period ranges from 5 to 20 years and clients can choose the deposit amount.
Individual asset management leverages our long-term experience with the management of open-end mutual fund portfolios. We will create an individual portfolio for you as a private client in line with your expectations and help you select an investment strategy. We are always looking for good investment opportunities to optimise appreciation of your assets.
We provide financial services in countries
We manage assets with a total value of more than
The performance shown is on the last day of the previous calendar month, with the exception of the value YTD, which is reported as of 23. 03. 2023.
| Fund name | Date of establish. | Rate | Currency | Equity | YTD | 3 months | 6 months | 1 year | 3 years cumul. / p.a. | 10 years cumul. / p.a. | Since inception / p.a. |
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