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.
Our mutual funds with a balanced investment strategy
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- CE Bond
- Growth Opportunities
- Korunový realitný fond
- Optimal Balanced
- Protected Equity 1
- Protected Equity 2
- Prvý realitný fond
CE Bond
Graph of the cumulative performance development of the CE Bond mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the CE Bond mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
4,01 %
4,01 %
1 year:
4,84 %
4,84 %
since the inception of the fund:
0,84 % p.a
0,84 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
4 years
4 years
Summary risk indicator SRI: 2 (1-7)
Growth Opportunities
Graph of the cumulative performance development of the Growth Opportunities mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Growth Opportunities mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
13,66 %
13,66 %
1 year:
15,69 %
15,69 %
since the inception of the fund:
2,92 % p.a
2,92 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
5 years
5 years
Summary risk indicator SRI: 5 (1-7)
Korunový realitný fond
Graph of the cumulative performance development of the Korunový realitný fond mutual fund for the last 5 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Korunový realitný fond mutual fund for the last 5 years as of
Performance to 29. 10. 2025
YTD:
4,50 %
4,50 %
1 year:
5,10 %
5,10 %
since the inception of the fund:
4,92 % p.a
4,92 % p.a
Minimum initial investment:
600 CZK (equivalent in EUR)
600 CZK (equivalent in EUR)
Minimum following investment:
600 CZK (equivalent in EUR)
600 CZK (equivalent in EUR)
Recommended investment horizon:
5 years
5 years
Summary risk indicator SRI: 2 (1-7)
Optimal Balanced
Graph of the cumulative performance development of the Optimal Balanced mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Optimal Balanced mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
15,46 %
15,46 %
1 year:
13,83 %
13,83 %
since the inception of the fund:
-0,85 % p.a
-0,85 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
5 years
5 years
Summary risk indicator SRI: 3 (1-7)
Protected Equity 1
Graph of the cumulative performance development of the Protected Equity 1 mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Protected Equity 1 mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
2,18 %
2,18 %
1 year:
2,78 %
2,78 %
since the inception of the fund:
1,68 % p.a
1,68 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
2 years
2 years
Summary risk indicator SRI: 2 (1-7)
Protected Equity 2
Graph of the cumulative performance development of the Protected Equity 2 mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Protected Equity 2 mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
-0,39 %
-0,39 %
1 year:
1,54 %
1,54 %
since the inception of the fund:
1,49 % p.a
1,49 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
2 years
2 years
Summary risk indicator SRI: 2 (1-7)
Prvý realitný fond
Graph of the cumulative performance development of the Prvý realitný fond mutual fund for the last 10 years as of 29. 10. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Prvý realitný fond mutual fund for the last 10 years as of
Performance to 29. 10. 2025
YTD:
4,23 %
4,23 %
1 year:
6,01 %
6,01 %
since the inception of the fund:
5,59 % p.a
5,59 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
5 years
5 years
Summary risk indicator SRI: 2 (1-7)
Are you interested in investing in mutual funds or looking for further information?
NOTICE. This material is a marketing communication. Before making any investment decision, please read the sales prospectus, statute and document with key information for investors of IAD Investments správ, spol., a.s. (hereinafter referred to as “IAD”) in the Slovak language at the headquarters of IAD, at sales points, at the headquarters of the depository or at www.iad.sk. For more information, contact your financial intermediary or www.iad.sk.
The value of an investment in a mutual fund may also decrease and there is no guarantee of a return on the amount originally invested. There is also a risk associated with investing in mutual funds. In accordance with the mutual fund statutes, the proportion of securities issued by states and international organisations, as listed in the appendix to each mutual fund statute, may exceed 35% of the value of the assets in the fund, which may be as high as 100%. IAD is obliged to redeem the Prvý realitný fond and the Korunový realitný fond unit trust units immediately, but no later than within the extended period of 12 months. The assets in the Prvý realitný fond are invested, under the terms of a special law, mainly in real estate, including fixtures and fittings, for the purpose of their management and sale, in participations in real estate companies and in liquid financial assets whose economic substance implies a close link with the real estate market. The Korunový realitný fond has at least 85% of its assets continuously invested in units of the Prvý realitný fond.