Strategy managers for acc #7 - Actively managed account

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.