We offer solutions for all types of investors.
Website of the investment company BAWAG P.S.K. InvestWhat are mutual funds?
A mutual fund raises money from small investors for the purpose of investing into financial and capital market instruments. Mutual funds represent a way of collective investing, where every investor buys a share to become the owner (shareholder) of a portion of the fund's assets. This way, investors share the fund's profits and losses. A mutual fund is managed by a professional portfolio manager who makes investment decisions in accordance with the fund's statutes. Under the law, the administrator of a mutual fund must repurchase shares upon request.
Why invest into BAWAG P.S.K. mutual funds?
- They are highly liquid and provide rapid access to your money
- They are standard funds that meet the requirements of EU laws and comply with strict risk management rules
- They allow access to attractive foreign markets at a low cost
- Capital yield from sale of shares is tax exempt in the case of physical person if investments last more than six months
- We provide you with current information on the status and development of your investment
Personalized investment
Today, investing into mutual funds is an indispensable part of modern and effective management of savings. Based on your investment objectives, the period for you wish to invest, and your attitude to investment risk, you select a fund or a combination of funds according to their investment policy to meet your requirements as closely as possible. If necessary, our financial advisors are prepared to help you select a suitable fund.
What will you gain with BAWAG P.S.K. mutual funds?
- Flexibility (purchase and sale of shares can be fully adapted to your needs)
- Confidence (your investments are managed by BAWAG P.S.K. Invest professionals)
- Profit (over a longer period of time, you will earn more than with traditional forms of savings; profit you earn exceeds the yield on traditional bank deposits)
- Simple purchase (one commission contract is sufficient for all purchases of mutual fund shares)
How do I invest into mutual funds?
You need to have a current account with LBBW Bank CZ a.s. and sign a commission contract. Subsequently, you can invest into any fund at any time in the future by sending a transfer of funds or making a cash deposit at any LBBW Bank CZ a.s. branch.
- Minimum investment into funds is CZK 20,000
- Statements are sent to you after every transaction and you receive a quarterly summary statement
- A banking advisor will help you select a suitable fund
- We provide comprehensive investment and information services
Unlimited availability of your money
You can cash in all or some of your shares at any time, and LBBW Bank CZ a.s. will deposit the proceeds in your bank account. There is no notice period. Current and detailed information on every fund is available at www.lbbw.cz.
Notice:
Before investing into a mutual fund, get to know the fund's statutes thoroughly. Past performance does not guarantee the same earnings in the future. The value of and proceeds from an investment may fluctuate. The full return of the originally invested sum is not guaranteed.