| Investment focus | Stocks, bonds, shares, and term deposits. |
| Investment term | Mid- to long-term |
| Value fluctuation | Medium to high |
| Potential earnings | Medium. During a period of expansion, stocks should significantly improve a fund's performance. Conversely, during a period or recession, bonds should play this role by attenuating the negative impact of declining rates on the fund's performance. Very important in respect of funds of this type is the selected investment strategy, which determines the investment options of a portfolio manager. For instance, very conservative balanced funds that invest into money market instruments and bonds are similar to the respective funds that use these investment vehicles. In contrast, highly dynamic balanced funds may at certain times have 100% of their assets invested in stocks, having the same performance and being exposed to the same risks as stock funds. |
| Investment type | Mainstream |
| Risk | Medium. Unlike money market and bond funds, balanced funds are exposed to higher risks but can generate higher profit (better performance). |
Balanced Funds
Exchange Rate
05-17-2012
Cash
Purchase
Sale
EUR
24.865
26.035
USD
19.531
20.451
GBP
31.064
32.526
News and press releases
April 30, 2012
The current accounts interest rate change as of 10. 5. 2012 (Individual Banking)
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April 2, 2012
Change in the Lists of Fees and Commissions as of 1. 4. 2012
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