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Active Invest

(Contract on the administration of a type portfolio of participation certificates) 

If investors do not wish (or have the ambition) to select the fund for the allocation of their money themselves, we recommend one of the actively administered type portfolios of participation funds under the Active Invest investment programme. This applies to the following portfolios:

  • Conservative portfolio: intended for conservative investors with a medium-term investment horizon, or for less conservative investors with a shorter investment horizon.
  • Balanced portfolio: intended for conservative investors with a long-term investment horizon, or for less conservative investors with a medium-term investment horizont.
  • Dynamic portfolio: intended for investors with a long-term investment horizon who expect high returns and are willing to tolerate bigger fluctuations in their investment.

More details on the investment policies of individual portfolios, their current composition and historical performance can be found in the section on Portfolios 

Actively administered type portfolios under the Active Invest programme can also be invested:

  • on a single-time basis and/or  
  • in the form of regular investments

The minimum amount of the first single-time investment is CZK 30,000 per portfolio, the minimum additional single-time investment in the same portfolio is CZK 5,000.
The minimum amount of a regular investment is CZK 2,000 monthly or CZK 5,000 quarterly per portfolio. 

The entrance fee depends on the type of portfolio selected and the amount of investment – see the summary of fees.