We make investments that enable permanent and stable income for investors who aim to achieve capital gains.
Modra Kombinacija mutual fund’s investment policy is mostly directed in the increase of unit value by investing the appropriate combination of securities that are divided into different risk groups. We pursue active investment management policy, i. e. when the shares’ prices are increasing, the major part of our portfolio includes shares, when the prices fall, we redirect the money in more stable investments. From a long-term point of view we aim to achieve better results than comparable local as well as foreign mutual funds and bank deposits, which are fixed for more than one year.
Investment objectives
Modra Kombinacija balanced equity mutual fund makes investments that enable permanent and stable income for investors (income growth) as well as investments that aim to achieve capital gains (capital growth). The most significant factor influencing the selection of an investment is the quality of the relevant investment in branch and region.
Modra Kombinacija balanced equity mutual fund’s portfolio includes:
- 55 to 75% of shares,
- Up to 10% of shares or other investment funds’ units,
- 15 to 30% of bonds,
- Up to 10% of short-term securities,
- Up to 10% of redeemable deposits.
Advantages of investing in Modra Kombinacija balanced equity mutual fund.
- The value of your money increases in the best companies in Slovenia as well as abroad.
- The expected average annual return rate is between 8 and 12%.
- Investments are diversified across various world capital markets.
- Your assets are redeemable – you can redeem all the assets from the mutual fund at any time.
- You can monitor the value of your assets on a daily basis, namely by monitoring the fund’s unit, which is published in the daily newspapers and on the internet.
You can also save money in Modra Kombinacija mutual fund via VIP life insurance, which is a product if Tilia Insurance Company
The recommended saving period in Modra Kombinacija mutual fund is three or more years; the fund has been established for an indefinite time.
