• Investment Assistant

    Transparent information about capital market developments and investment trends.

Save time

Benefit from comprehensive information to make correct investment decisions.

On top of things

Be in the picture with quarterly capital market development reports.

Informed

Information about investment trends will help you respond appropriately to capital market developments.

As needed

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

Why KB?

Find out more

Contact our trained relationship managers at KB branches.

Extensive selection

Opportunities for all investor types – from conservative to dynamic.

Proven funds

We rely on IKS and Amundi funds for our investments.

How to get this product?

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

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Minimum investment

The minimum amount of investments to use the Investment Assistant service is CZK 75,000.

IKS Investment Manager

Modern product for active client portfolio management.

Detail

Pricelist

Detailed KB pricelist and interest rates.

Detail

About Investment Assistant

The aim of this service is to provide investors important information about capital market developments and investment trends, thereby allowing them to respond appropriately to such trends.

Our objective is to provide you with information that would lead you to correct investment decisions. It is only up to you whether you decide to adjust your portfolio in line with the given proposal. We believe you will find this new Investment Assistant service interesting and benefit from it. It 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 amount: 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 Private Asset Management 4 – Exclusive
  • Minimum investment amount: 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 amount: CZK 75,000

You might also like to know

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.