FUNDS OVERVIEW

Which fund to choose?

 

Primorski sklad offers a range of funds suitable for various risk profiles, time horizons and economic situations. They are designed for different types of investors and market conditions with the easy possibility of switching between funds whenever investors wish.

 

The umbrella fund mainly brings tax-related benefits to investors, so switching between funds within the umbrella fund does not constitute a tax liability for natural persons.

Umbrella fund

UMBRELLA FUND

PSP Pika

The fund PSP PIKA is designed for investors with low risk tolerance, who like their savings to increase safely and constantly, at higher yields than bank rates.

PSP Živa

The fund PSP ŽIVA is designed for investors who are willing to assume more risk. The Fund PSP ŽIVA allocates its assets mainly (at least 85%) in Slovenian stocks and in stocks of foreign companies.

PSP Modra linija

The fund PSP MODRA LINIJA is designed for investors who are willing to assume moderate to high risk.

PSP Optima

The fund PSP OPTIMA is designed for investors who want high potential for investment growth and are willing to assume higher risk levels.

FT Quant

The concept of FT Quant is to invest in undervalued high quality stocks around the world while setting weights on individual markets based on its expected returns.