The major portion of investments is made in units or shares of other (target) investment funds.
Investments in units or shares of other (target) investment funds present between 90 and 100% of total assets.
The investment objective of Modri Sklad Skladov fund of funds is to achieve long-term above-average increases of invested value.
The increase of value of managed assets is mostly achieved by investing in shares or units of other (target) investment funds, which yield capital gains. The minor part of the increase is achieved by investments in redeemable deposits, which pay interests. This portion of investments depends on the situation on capital markets; however, the proportion remains within the limitations, listed below.
Investment objectives
The portfolio of Modri Sklad Skladov fund of funds includes:
- 90 to 100 % of units or shares of other investment funds
- 0 to 10 % of units or shares of other investments companies
- 0 % to 10 % of redeemable deposits
The main criteria for evaluating the possibilities of realising investment objectives is the comparison of annual return with the return of the main world stock and bond indices.
Advantages of investing in Modri Sklad Skladov fund of funds
- Excellent allocation of global share and bond investments via other investment funds.
- Investments in investment funds, which invest in underdeveloped or emerging markets, present a significant part of the fund’s investments.
- Since 0 to 50% of investments are made in bond investment funds, this enables the adjustment of structure in case of negative trends on stock markets.
- You can redeem the assets from the fund at any time.
