Investment funds
Take advantage of the benefits
A wide diversification of risk
Simple access
Division of fixed costs
Basic characteristics
Investment funds are differentiated according to the investment strategy, according to the recommended investment period, at the risk level to which the assets of an open investment fund are exposed to, and therefore according to the level of potential yield.
It is important to note that before making a decision on investing in investment funds, it is advisable to read the prospectus of the selected fund in which it is possible to get acquainted with the specific investment strategy, fees and risks. Also, it is advisable to read the ID card of the fund, which presents historical trends in share prices, historically generated yields, the current portfolio structure, geographic exposure and key information for investors (abbr. KIID, Key Investor Information Document), which contains a description of the essential characteristics of the UCITS Fund and provides investors with an understanding of the nature and significance of the risk, assessing the consequences of acquiring a share in the UCITS Fund.
There are four different types of funds:
- short-term bond funds
- bond funds
- mixed funds
- share funds
For additional information visit www.pbzinvest.hr
