Offer of funds

Mutual funds

Defensivefunds

• investment stability is more
  important than the return,
• expected return is currently
  2,3 % to 2,8 % per year.

Conservativefunds

• gateway to the world of investment,
• most of our clients invest
  in these funds,
• expected return 1,9 % to 2,9 % per year.

Balancedfunds

• for clients who want more,
• they are also prepared to accept
  higher fluctuations in the value
  of the investment,
• expected return 3,3 % to 4,3 % per year.

Dynamicfunds

• for those who want to earn
  as much as possible,
• accept the highest fluctuations
  in the value of the investment,
• expected return 4,2 % to 6,5 % per year

Bond
fund^TB

Fund for
blue planet^TB conservative

Balanced
fund^TB

Premium
Harmonic^TB

Fund for
blue planet^TB balanced

Dynamic
Balanced
fund^TB

Premium
Strategic^TB

Fund for
blue planet^TB dynamic

Global
equity
fund^TB

Premium Dynamic^TB

American
equity
fund^TB

Global
Megatrends
fond^TB

Private mutual funds

Defensivefunds

• investment stability is more
  important than the return,
• expected return is currently
  1,9 % to 2,9 % per year.

Conservativefunds

• gateway to the world of investment,
• most of our clients invest
  in these funds,
• expected return 1,9 % to 2,9 % per year.

Balancedfunds

• for clients who want more,
• they are also prepared to accept
  higher fluctuations in the value
  of the investment,
• expected return 3,3 % to 4,3 % per year.

Dynamicfunds

• for those who want to earn
  as much as possible,
• accept the highest fluctuations
  in the value of the investment,
• expected return 4,2 % to 6,5 % per year

Bond
fund^TB

Private
Growth^TB

Wealth Growth
Conservative Model
Fund^TB

Private
Growth^TB 1

Wealth Growth
Balanced Model
Fund^TB

Raiffeisen
Emerging Markets
Bonds^TB

Private
Growth^TB 2

Wealth Growth
Dynamic Model
Fund^TB

Other mutual funds

Defensivefunds

• investment stability is more
  important than the return,
• expected return is currently
  2,3 % to 2,8 % per year.

Conservativefunds

• gateway to the world of investment,
• most of our clients invest
  in these funds,
• expected return 1,9 % to 2,9 % per year.

Balancedfunds

• for clients who want more,
• they are also prepared to accept
  higher fluctuations in the value
  of the investment,
• expected return 3,3 % to 4,3 % per year.

Dynamicfunds

• for those who want to earn
  as much as possible,
• accept the highest fluctuations
  in the value of the investment,
• expected return 4,2 % to 6,5 % per year

Protected
fund^TB2026

Bond fund^TB 2028

Dynamic
bond
fund^TB

Conservative
PLUS
fund^TB

Real estate
fund^TB

Not
represented

MA
Fund^TB

 Funds marked with this symbol are managed in accordance with sustainability principles.

Do you want to invest in one of the funds?
You have two ways to invest:

• regularly - in any amount over Investment Savings^TB
• one-time - from 150 EUR by Investing a larger amount by lump sum

Find out the expected results

Whether you opt for Investment Savings^TB in any amount or
one-time invest a larger amount, you can conveniently set
everything up in the Investment calculator.

INVESTMENT CALCULATOR

Want to know more?
View the performance of each fund in the fund results.

Need help choosing?
Leave us your phone number and we will call you.

Disclaimer
This is a marketing notice. Before you make any investment decision, see the statute, sales prospectus and key information document of the mutual fund, which are available at Tatra banka, a.s. branches and at www.tam.sk in the Slovak language. Investing in a mutual fund is also associated with risk, and past returns are not a guarantee of future returns. The expected performance used represents the median realistic estimated return by the management company Tatra Asset Management, správ. spol., a.s., based on the assumed composition of the fund, as well as on the basis of the estimated ten-year return of individual asset classes in which the fund can invest. The expected return is after deducting ongoing fees in terms of key information for mutual fund investors. Future return is subject to taxation, which depends on the investor's personal situation, which may change in the future. Investing may result in financial loss.