Global Fund Selection Growth is a global diversified and actively managed portfolio of selected equity funds,
bond funds and alternative investments. To limit risk the fund may invest up to 60% into
money market products in case of falling markets.
Global Fund Selection Alpenbond is a broadly diversified and actively managed portfolio of selected government bonds, bank bonds and
corporate bonds with special focus on return and solvency of the issuers. Depending on the market assessment
the investment will be focusing on the short or long run.
Why invest in funds?
Investment funds offer easy access to the financial markets. As provision for retirement, as investment in bond markets with higher yields, or as riskier investment in equity markets – funds are an economical and efficient way of implementing your investment of choice.
A fund consists of a portfolio of selected securities (e.g. bonds issued by European companies) that is managed by experts – the fund managers. As required by the Austrian Investment Fund Act, this portfolio is broadly diversified. That means that it invest in numerous companies and/or countries, for example. For every fund, a so-called net asset value is established frequently (at least daily). This value is based on the value of the fund’s assets. The number of shares issued by the fund is not limited, which is also why the term “open-ended investment funds” is in use.
You buy more shares when fund prices fall and less when the prices rise.
This results in a more favorable average price in a long term.
Sparkasse Schwaz AG has several decades of expierence in wealth management and in building wealth.
You should profit from this experience!
The Sparkasse Schwaz Funds can be bought in every Erste Bank and Sparkasse.