After entering the input data, the investment calculator calculates an illustrative development of the value of the investment that you could achieve by investing in one of our funds.
With regular investments, the value of your investment grows as a result of regular deposits and appreciation of the mutual fund.
With single investment, the value of your investment grows as a result of its appreciation in the mutual fund. The actual and current performance of a fund is always shown in the detail of the particular fund. The real and current development of the fund’s performance is always stated in the details of the specific fund.
Disclaimer: The scenarios presented are an estimate of future performance based on past evidence of how this investment is changing and/or current market conditions and are not an accurate indicator. What you earn will vary depending on market performance and the length of time you hold the investment/product. Past performance is not a predictor of future returns.
Regular investments
Single investment
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Warning: Expected performance does not take into account entry, exit and other fees that may reduce the value of the investment. Future performance is subject to taxation, which depends on the personal situation of each investor and which may change in the future. The calculation is not a simulation of the results of any product from the IAD Investments product range. The expected appreciation of the investment in mutual funds is exclusively informative. The value of the investment can grow, stagnate, or even fall, and the return of the originally invested amount is not guaranteed.
This material is a marketing announcement. Before making any investment decision, review the sales prospectus, articles of association and key investor information document for IAD Investments, reports. spol., a.s. (hereinafter referred to as “IAD”) in the Slovak language at the registered office of IAD, at points of sale, at the registered office of the depositary or at www.iad.sk. For more information, contact your financial intermediary or www.iad.sk.
The value of the investment in the mutual fund may also decrease and the return on the amount originally invested is not guaranteed. There is also a risk associated with investing in mutual funds. In accordance with the mutual fund statutes, the share of securities issued by states and international organizations listed in the annex to the statutes of individual mutual funds may exceed 35% of the value of the fund’s assets, which may reach up to 100%. The IAD is obliged to pay out the unit certificate of the First Real Estate Fund and the Crown Real Estate Fund without delay, but no later than within an extended period of 12 months. Assets in the fund The first real estate fund is invested mainly in real estate, including accessories for the purposes of their management and sale, in ownership interests in real estate companies and in liquid financial assets, the economic nature of which results in close links with the real estate market. Korunový realitný fond has at least 85% of its assets continuously invested in the units of the Prvý realitný fond.
