Šikovný investičný program Aktív (ŠIP Aktív)
Šikovný investičný program Aktív active offers investors a dynamic mix of different asset classes. Within the Šikovný investičný program product family for retail clients, this is the fund for investors with the highest risk appetite and is suitable for the long-term building of capital. The price fluctuations may be comparatively significant. Our experts continuously monitor the portfolio and optimise it in accordance with the opportunities on the market. The fund management is implemented on the basis of a traceable and structured investment process.
Up to 50% of the assets may be invested in the stock component, either directly or Via the mutual funds. In addition to shares, the Fund may invest 10% of the portfolio in alternative investments, respectively. may invest in non-investment grade bonds zone. The volume of investments in shares + alternative investments + bonds in non-investment grade bonds zone may comprise up to 100% of the portfolio.
Bandwidth asset classes
The weighting of the different asset classes in the portfolio changes dynamically. The different bandwidths are determined by the chosen risk aversion/risk appetite. The goal is to achieve maximum returns while bearing in mind the risk/return profile.