Investment Assistant – Model Portfolios

Transparent information about capital market developments and investment trends.

For the right
investment decisions

FOR INVESTORS
FREE OF CHARGE

Quarterly reports on capital market developments

Information about investment trends

Put your portfolio together in line with one of three available investment strategies

WHO IS THE ASSISTANT FOR?

This offer applies to all types of investors – from conservative to dynamic.

HOW TO GET THIS PRODUCT?

By phone

Leave it all up to us. Leave your contact information – we will call you back.

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USEFUL INFORMATION

The objective is to provide you with important information about capital market developments and investment trends, thereby allowing you to respond appropriately to such trends. It is then up to you whether you decide to adjust your portfolio in line with the given proposal. The service is provided free of charge.

Investment Assistant comprises three basic investment strategies:

Conservative portfolio of funds:

  • Target group: conservative investors
  • Recommended investment horizon: 2 years or longer
  • Main portfolio assets: KB PSA 1 – Popular or KB Private Asset Management 1 – Exclusive
  • Minimum investment: CZK 75,000

Balanced portfolio of funds:

  • Target group: balanced investors
  • Recommended investment horizon: 3 years or longer
  • Main portfolio assets: KB PSA 1 – Popular and KB PSA 4 – Popular or KB Private Asset Management 1 – Exclusive and/or KB Private Asset Management 4 – Exclusive 
  • Minimum investment: CZK 75,000

Dynamic portfolio of funds:

  • Target group: dynamic investors
  • Recommended investment horizon: 5 years or longer
  • Main portfolio assets: KB PSA 5 – Popular or KB Private Asset Management 5 – Exclusive
  • Minimum investment: CZK 75,000

Individual investment strategies will be updated every quarter, taking into account current capital market developments.

The core of each portfolio comprises KB Private Asset Management funds that have ranked among the most profitable in the Czech market on a long term basis.

In order to benefit from the Investment Assistant services, you must invest at least CZK 75,000.