Strategy ticker |
Strategy name |
Strategy manager |
Investment manager |
Strategy mng.fee % p.a. |
Performance fee % |
Benchmark |
Base rate % p.a. |
Research purchase |
Number of analytics |
Description (EN) |
FCWB12P |
Fincentrum World Balanced 12+ |
Fincentrum a.s. SK |
Swiss Life Select GmbH |
0.20% |
|
|
|
yes |
3 |
It invests in a mixed portfolio of ETF funds |
FFEQ |
Fidelity Equities |
FIL (Luxembourg) S.A. (Wien) |
FIL (Luxembourg) S.A. (Wien) |
0.20% |
|
|
|
yes |
3 |
It invests in the equity portfolio of funds |
FFBO |
Fidelity Bonds |
FIL (Luxembourg) S.A. (Wien) |
FIL (Luxembourg) S.A. (Wien) |
0.20% |
|
|
|
yes |
3 |
It invests in the bond portfolio of funds |
ININDS |
ININ dynamic silver |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global Index Equity Strategy - 1 fund |
ININDG |
ININ dynamic gold |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global Index Equity Strategy - 2 funds |
ININDP |
ININ dynamic platinum |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global Index Equity Strategy - 3 funds |
ININDVIP |
ININ dynamic VIP |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global Index Equity Strategy - 5 funds |
ININCS |
ININ conservative silver |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global actively managed bond strategy - 1 fund |
ININCG |
ININ conservative gold |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global actively managed bond strategy - 2 funds |
ININCP |
ININ conservative platinum |
In Investments, s. r. o. |
In Investments, s. r. o. |
0.20% |
|
|
|
yes |
3 |
Global actively managed bond strategy - 3 funds |
ACRSTAB |
Stability ETF 25+ |
Across Wealth Management, o.c.p., a.s. |
Across Wealth Management, o.c.p., a.s. |
0.20% |
20% |
75 % Xtrackers II Global Aggregate Bond Fund + 25 % Xtrackers MSCI World H EUR |
|
yes |
3 |
A conservative bond-equity strategy that invests in index funds (ETFs) of reputable managers in order to outperform the benchmark over the recommended investment horizon of 5 years or more. A maximum of 25% of the portfolio consists of global equity index funds and 75% of global bond index funds. |
ACRBAL |
Balance ETF 50+ |
Across Wealth Management, o.c.p., a.s. |
Across Wealth Management, o.c.p., a.s. |
0.30% |
20% |
50 % Xtrackers II Global Aggregate Bond Fund + 40 % Xtrackers MSCI World H EUR + 10 % iShares MSCI EM USD |
|
yes |
3 |
A balanced bond-equity strategy that invests in index funds (ETFs) of reputable managers in order to outperform the benchmark over the recommended investment horizon of 7 years or more. A maximum of 50% of the portfolio consists of global equity index funds and 50% of global bond index funds. |
ACRGRO |
Growth ETF 75+ |
Across Wealth Management, o.c.p., a.s. |
Across Wealth Management, o.c.p., a.s. |
0.40% |
20% |
25 % Xtrackers II Global Aggregate Bond Fund + 60 % Xtrackers MSCI World H EUR + 15 % iShares MSCI EM USD |
|
yes |
3 |
A dynamic bond-equity strategy that invests in index funds (ETFs) of reputable managers in order to outperform the benchmark over the recommended investment horizon of 9 years or more. A maximum of 75% of the portfolio consists of global equity index funds and 25% of global bond index funds. |