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Perspektiva: Resource Flexible, multi-asset
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Mutual fund
Perspektiva: Resource Flexible, mešani podsklad
Unit value 7,61 EUR
Subscription charge up to 3,00%
Redemption charge 0,00%
Management fee 2.25%
Custodian fee 0.05%

Unit price growth in %, 21.05.2013
From previous day -0,09%
Year to date 7,30%
1 year 7,60%
3 years -1,66%
 
Unit value growth
 
 
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Mutual fund:
Perspektiva: Resource Flexible, mešani podsklad
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Date of subscription
Date of redemption
 
 
 

Overview:

 

Perspektiva: Resource Flexible, multi-asset, is a multi-asset mutual fund investing in following industries: basic materials, energy, utility.

 

Perspektiva: Resource Flexible, multi-asset, is an multi-asset mutual fund investing in investments, which are limited to issuers incorporated, or conducting majority of business, in energy, basic materials and utility sectors. The main investment objective of Perspektiva: Resource Flexible, multi-asset, is  to achieve stable capital appreciation by accepting risk levels inherent for a well diversified multi-asset portfolio of investment in high-growth sectors. Due to its sectorial orientation the risk associated with the mutual fund is higher than in a globally diversified equity fund. The investment objective will be achieved through long-term capital appreciation of investments in the portfolio, dividends and interest income.

 

 
Suitable for:   

 

  • investors with moderate to high risk tolerance
  • investors who already have a portion of their portfolio invested in less risky investments (e.g. Perspektiva: WorldMix)
  • investors seeking exposure to natural resource and supply sectors
  • investors who belive in positive long term outlook for commodities
  • achieving long-term financial goals
  • general purpose long-term savings
  • recommended investment horizon is 5 years or more

 

 Fund documents:

 

  • Prospectus
  • Abstract from the prospectus
  • Declaration of accession
  • Risk awareness statement


 
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