Balanced investment

Balanced investment

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.

Balanced investment

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

Performance

YTD: 
0,29 %
1 year: 
-0,45 %
since the inception of the fund: 
0,51 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
4 years
Risk profile (SRRI according to KIID): 3 (1-7)
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Growth Opportunities

Performance

YTD: 
-6,46 %
1 year: 
13,58 %
since the inception of the fund: 
2,50 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
5 years
Risk profile (SRRI according to KIID): 6 (1-7)
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Korunový realitný fond

Performance

YTD: 
-0,11 %
1 year: 
4,61 %
since the inception of the fund: 
3,90 % p.a
Minimum initial investment: 
600 CZK
Minimum following investment: 
600 CZK
Recommended investment horizon: 
5 years
Risk profile (SRRI according to KIID): 2 (1-7)
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Optimal Balanced

Performance

YTD: 
-1,26 %
1 year: 
-2,02 %
since the inception of the fund: 
-1,34 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
5 - 7 years
Risk profile (SRRI according to KIID): 5 (1-7)
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Protected Equity 1

Performance

YTD: 
-0,49 %
1 year: 
2,26 %
since the inception of the fund: 
1,27 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
2 years
Risk profile (SRRI according to KIID): 3 (1-7)
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Protected Equity 2

Performance

YTD: 
-0,10 %
1 year: 
2,45 %
since the inception of the fund: 
1,11 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
2 years
Risk profile (SRRI according to KIID): 3 (1-7)
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Prvý realitný fond

Performance

YTD: 
0,00 %
1 year: 
4,91 %
since the inception of the fund: 
5,83 % p.a
Minimum initial investment: 
20 EUR
Minimum following investment: 
20 EUR
Recommended investment horizon: 
5 years
Risk profile (SRRI according to KIID): 2 (1-7)
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Are you interested in investing in mutual funds or looking for further information?

Notice: The value of an investment in a mutual fund may also decrease and the recoverability of the original invested amount is not guaranteed. The investment in a mutual fund involves risk. The statute, the sale prospectus and key investor information for the funds of IAD Investments, správ. spol., a. s. (hereinafter “IAD”) in Slovak language can be found at the registered office of IAD, at its sales points, at the depositary’s registered office or at www.iad.sk. In accordance with the statues of mutual funds, the proportion of securities issued by states and international organisations specified in the annex to each mutual fund may exceed 35% of the value of the fund’s assets. IAD must pay out a unit certificate of the Prvý realitný fond and Korunový realitný fond mutual funds immediately, at the latest within an extended period of 12 months. In accordance with legislation, the assets in Prvý realitný fond are invested in real estate, including fixtures and fittings, for management and sale purposes, in equity of real estate companies and in liquid financial assets closely-linked to the real estate market. Korunový realitný fond has at least 85% of its assets continuously invested in the unit certificates of Prvý realitný fond.