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A conservative investment strategy is suitable for investors who prefer a safe return on their investment to risky maximisation of return. We recommend the conservative investment strategy to clients who expect appreciation slightly above standard bank products and intend to deposit their funds for a shorter period.
Our mutual funds with a conservative investment strategy
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- 1. PF Slnko
- Český konzervativní
- EURO Bond
- Zaistený - IAD depozitné konto
1. PF Slnko
Performance
YTD:
9,24 %
9,24 %
1 year:
9,68 %
9,68 %
since the inception of the fund:
6,70 % p.a
6,70 % 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: 3 (1-7)
Český konzervativní
Performance
YTD:
1,04 %
1,04 %
1 year:
1,45 %
1,45 %
since the inception of the fund:
1,26 % p.a
1,26 % p.a
Minimum initial investment:
600 CZK (20 EUR)
600 CZK (20 EUR)
Minimum following investment:
600 CZK (20 EUR)
600 CZK (20 EUR)
Recommended investment horizon:
3 years
3 years
Summary risk indicator SRI: 3 (1-7)
EURO Bond
Performance
YTD:
4,16 %
4,16 %
1 year:
6,11 %
6,11 %
since the inception of the fund:
1,06 % p.a
1,06 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
3 years
3 years
Summary risk indicator SRI: 2 (1-7)
Zaistený - IAD depozitné konto
Performance
YTD:
2,79 %
2,79 %
1 year:
2,88 %
2,88 %
since the inception of the fund:
1,31 % p.a
1,31 % p.a
Minimum initial investment:
20 EUR
20 EUR
Minimum following investment:
20 EUR
20 EUR
Recommended investment horizon:
1 - 12 months
1 - 12 months
Summary risk indicator SRI: 1 (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.