Balanced funds

Professional portfolio management

What is a balanced fund?

Funds that invest across different asset classes (e.g. both bonds and equities) combine the growth opportunities of equity exposure with yields from fixed-income securities. Balanced funds give the fund manager more room for manoeuvre when it comes to investment.

YOUINVEST

YOUINVEST

You invest are balanced funds that invest in bonds, stocks, deposits and other financial instruments with three strategies Solid, Balanced and Active. Depending on the individual needs of each client and risk preferences, the fundamental difference between funds is reflected in the equity market exposure; Solid 0-10%, Balanced 0-30% and Active 0-50%.

You are interested creating wealth and providing for
your retirement? With our investment funds you will find your personal solution.

Financial retirement planning / wealth building

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You are looking for an investment solution that helps you plan your finances and build wealth in the long run?

Balanced funds

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

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Do you have questions or would like to get more information?



Did we tickle your interest?
Please read more about our funds in the Erste AM Blog

Read commentaries and analyses on topics such as Equities, Eastern Europe/Emerging Markets in Erste Asset Management’s investment blog.

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Disclaimer 

This document is an advertisement. Unless indicated otherwise, data source is Erste Asset Management Ltd. Our languages of communication are Croatian and English.The prospectus (and any amendments to the prospectus) has been published in accordance with the open-end investment funds with a public offering (Official Gazette 44/2016).

The fund prospectus and key information for investors are available to all interested parties free of charge, at the management company as well as in all offices of the Depositary. The exact date of the last publication of the prospectus, languages in which the key information for investors are available, as well as information about other places where these documents are available are published on the website www.erste-am.hr.

This document serves as additional information for our investors and is based on the knowledge of the person responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite.

Past performance is not a reliable indicator of the future performance of a fund. Please note that historical return is not a reliable indicator of the future development of the fund. Please pay attention to the fact that investment in securities other than described seems to bring about the risks. Share price and yield may rise as well as fall.