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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 10. 3. 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 10. 3. 2025
YTD:
1,15 %
1,15 %
1 year:
6,41 %
6,41 %
since the inception of the fund:
0,74 % p.a
0,74 % 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 10. 3. 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 10. 3. 2025
YTD:
-1,94 %
-1,94 %
1 year:
10,76 %
10,76 %
since the inception of the fund:
2,16 % p.a
2,16 % 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 10. 3. 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 10. 3. 2025
YTD:
1,54 %
1,54 %
1 year:
4,08 %
4,08 %
since the inception of the fund:
4,95 % p.a
4,95 % 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 10. 3. 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 10. 3. 2025
YTD:
3,29 %
3,29 %
1 year:
9,92 %
9,92 %
since the inception of the fund:
-1,46 % p.a
-1,46 % 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: 4 (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 10. 3. 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 10. 3. 2025
YTD:
-0,54 %
-0,54 %
1 year:
5,47 %
5,47 %
since the inception of the fund:
1,59 % p.a
1,59 % 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 10. 3. 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 10. 3. 2025
YTD:
-1,98 %
-1,98 %
1 year:
6,29 %
6,29 %
since the inception of the fund:
1,45 % p.a
1,45 % 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 10. 3. 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 10. 3. 2025
YTD:
0,71 %
0,71 %
1 year:
4,46 %
4,46 %
since the inception of the fund:
5,60 % p.a
5,60 % 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?
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 Prvý realitný fond and the Korunový realitný fond without delay, but no later than within an extended period of 12 months. Assets in the fund Prvý realitný fond 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.