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
- Zaistený - IAD depozitné konto
1. PF Slnko
Graph of the cumulative performance development of the 1. PF Slnko mutual fund for the last 10 years as of 4. 12. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the 1. PF Slnko mutual fund for the last 10 years as of
Performance to 4. 12. 2025
YTD:
2,23 %
2,23 %
1 year:
3,63 %
3,63 %
since the inception of the fund:
6,58 % p.a
6,58 % 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)
Český konzervativní
Graph of the cumulative performance development of the Český konzervativní mutual fund for the last 10 years as of 4. 12. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Český konzervativní mutual fund for the last 10 years as of
Performance to 4. 12. 2025
YTD:
5,75 %
5,75 %
1 year:
5,17 %
5,17 %
since the inception of the fund:
1,49 % p.a
1,49 % p.a
Minimum initial investment:
20 EUR (equivalent in CZK)
20 EUR (equivalent in CZK)
Minimum following investment:
20 EUR (equivalent in CZK)
20 EUR (equivalent in CZK)
Recommended investment horizon:
3 years
3 years
Summary risk indicator SRI: 3 (1-7) for investition in EUR
Zaistený - IAD depozitné konto
Graph of the cumulative performance development of the Zaistený - IAD depozitné konto mutual fund for the last 10 years as of 4. 12. 2025
Past performance is not a prerequisite for future returns.
Graph of the annual performance values of the Zaistený - IAD depozitné konto mutual fund for the last 10 years as of
Performance to 4. 12. 2025
YTD:
2,04 %
2,04 %
1 year:
2,24 %
2,24 %
since the inception of the fund:
1,36 % p.a
1,36 % 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)
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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.