Invest in a global mix
Stocks, bonds, commodities and other investments all in one
Investing in a global mix means that you invest your money in different asset classes or geographic regions and different sectors. For example, you invest not only in companies from the US, but also from Europe and China. The aim is to spread the risk. Because you invest in foreign currencies, the value of the fund can be affected by changes in exchange rates.
Imagine you have a basket of apples, pears and lemons. If you only have apples and no one wants to buy more apples, you have a problem. If you also offer pears and lemons, then you can make money even if no one wants to buy more apples. That is the idea of diversification, and that is what mixed mutual funds offer.
Why invest in a global mix?
Will the rally on gold continue?
In our blog you will find out why the gold price is at all-time highs. You will learn which factors have influenced its price in recent months, either negatively or positively, or even what the future development on gold could be.
India versus China
India's economy is booming and could grow at an even faster pace in the future thanks to the country's role as a potential alternative to China. Read about the possible futures of India and China and their economies.
Investing in the global mix
You can invest in the global mix with the following funds. Fond reálnych aktív focuses on real assets. It invests primarily in equities, commodities and precious metals. Global Renta and Aktívne portfólio invests in a broadly diversified range of multiple financial instruments. Further information on these funds can be found in the following section.
Fond reálnych aktív
Fond reálnych aktív is a mixed fund that invests in multiple assets. The following asset classes are included:
- Equities and bonds that are linked to real assets or linked to inflation
- Commodities and precious metals such as gold, silver or other industrial metals
- Real estate and infrastructure through real estate funds and real estate company shares
Please note that investing in securities involves risks as well as opportunities.
Do you want to know more about Fond reálnych aktív?
Real assets
Investments in the Fund also focus on real assets (e.g. real estate, commodities and precious metals).
Diversification
Broad diversification of investments into different asset classes.
Price fluctuations
The price of a Fund may fluctuate significantly due to various influencing factors.
Aktívne portfólio
Aktívne portfólio is a mixed fund focused on a broad range of investments. In the fund we can find equity, bond, real estate and alternative investments. The share of debt investments and money market instruments is not limited, equity investments may account for a maximum of 50%, the total share of real estate and alternative investments can represent a maximum of 20% of assets in the fund.
Please note that investing in securities involves risks as well as opportunities.
Do you want to know more about Aktívne portfólio?
Diversification
Broad diversification of investments into different asset classes.
Active investment strategy
An active investment strategy will ensure the appropriate allocation of the fund depending on market conditions.
Possible capital loss
Capital loss is a possible consequence of investing, especially in the stock market.
Global Renta
Global Renta invests cash in equity, debt, real estate and alternative investments. The proportion of debt investments and money market instruments is not limited, equity investments may account for a maximum of 30%, the total share of real estate and alternative investments can represent a maximum of 20% of assets in the fund.
Please note that investing in securities involves risks as well as opportunities.
Do you want to know more about Global Renta?
Opportunity for growth
Your money is invested in promising sectors.
Diversification
Broad diversification of investments into different asset classes.
Price fluctuations
The price of a Fund may fluctuate significantly due to various influencing factors.
More information
Japan: a return to normality
Read our blog on the current state of the Japanese economy and the Japanese stock market and its possible future development.
New age of protectionism
Read our blog about protectionism. Find out, for example, what protectionism is, which countries are the biggest exporters in 2023 or what arguments are used by proponents and opponents of protectionism.
Eastern European economies
Read our blog on the prospects for the economies of Eastern European countries, which are expected to outperform even Western EU countries in the coming years.
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This is a marketing communication. Please refer to the fund's Statute, the fund's Sales Prospectus and to the Key Information Document before making any final investment decisions. They can be obtained in Slovak language at all sales points of the management company and at www.erste-am.sk.
The mutual funds are managed by Erste Asset Management GmbH, with registered office at Am Belvedere 1, 1100 Vienna, Austria, registered in the Commercial Register of the Commercial Court of Vienna under registration number 102018 b, which is doing business in the territory of the Slovak Republic through the organisational unit Erste Asset Management GmbH, pobočka Slovenská republika, with registered office at Tomášikova 48, 832 65 Bratislava, IČO: 51 410 818, registered in the Commercial Register of the Municipal Court of Bratislava III, Section: Po, Insert No.: 4550/B. Investing in mutual funds is also associated with risk. The value of the investment may also decrease and there is no guarantee of a return on the amount originally invested. Past returns on an investment in mutual funds are no guarantee of future returns.