Growth Opportunities

Fund performance

Basic information

Who is the fund for

The mutual fund is intended for investors who expect a higher return, accept higher short-term volatility and wish to deposit their funds for five years and more. The mutual fund has a balanced investment strategy. If an investor invests for a period shorter than the recommended investment horizon, they incur an increased risk of not achieving the investment strategy’s goals.

Fund detail

Fund characteristics:

• Mixed fund
• Recommended investment horizon of over 5 years
• The objective is higher long-run appreciation than bond funds and term deposits
• Moderately high market risk.
• Investments in equity, bond and real estate funds traded on the stock exchange
• The fund is not regionally limited

Awards received:

Investment strategy:

The investment policy aims to invest the Mutual Fund’s assets mainly in transferable debt securities and shares traded on European and American stock exchanges, securities of other standard funds, securities of European standard funds and securities of open-end special funds or securities of other foreign collective investment undertakings traded. on a regulated market in accordance with the risk profile of the Mutual Fund. The ratio of the stock and bond components varies depending on the situation on the capital markets and is not limited. Investments in financial derivatives are used for the purpose of achieving returns as well as for the purpose of hedging against the mutual, interest rate and currency risk of the Mutual Fund. The Mutual Fund has an increased limit on corporate investments (concentration risk). The aim of the Mutual Fund is not to copy any financial index, nor is the development of any financial index monitored during the selection of investments, and a proactive approach to investments is applied.

Factors influencing the development of the fund’s value are in particular:

Significant impact:

General market risk, which means the risk of loss resulting from changes in the general level of market prices or interest rates.
Trhové riziko vyplýva zo zmeny trhovej hodnoty pozícií v majetku v podielovom fonde spôsobenej zmenami v premenlivých trhových faktoroch, ako sú úrokové sadzby, devízové kurzy, ceny akcií alebo zhoršenie úverovej spoľahlivosti emitenta.

Average impact:

Economic growth of the economy in the countries to which the mutual fund’s investments will be directed.
Specific market risk that arises from a change in the price of only one issuer of the relevant financial instrument.
Currency risk arises from changes in currency exchange rates.
Interest rate risk arising from changes in interest rates.
Equity risks arise from changes in the prices of equity securities.
The risk of an event due to unforeseeable circumstances that cause the market value of a financial instrument to decline suddenly or unexpectedly.