PSP PIKA

RISK-FREE

Suitable as a long-term investment for your child or for investors with a higher risk appetite.

 

 

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low

Risk tolerance

3 years +

Recommended length of investment

Multi-Asset Defensive - Europe

Fund type

PSP Pika

 

MULTI-ASSET DEFENSIVE EUROPE

 

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 and do not intend to withdraw their money in a period of less than 3 years. The fund PSP PIKA allocates its assets mainly in bonds or short term commercial debt papers and partly in shares.

 

Certifikat Naj vzajemni sklad 2024 je nagrada revije Moje finance, ki je raziskavo opravila med vzajemnimi skladi na slovenskem trgu.

NAV per unit 25.04.2024

NAV: 29,92 EUR
-0,07
Change 1 day (%)
5,26
Change 1 year (%)
10,03
Change 3 years (%)
16,62 
Change 5 years (%)

Review by time

Key information - PSP Pika

 

Inception date: 2.2.1994


Entry fee: up to 2,3 %


Exit fee: up to 1 %, over 5 years: 0 %


Management fee: 1,30 %


Ongoing costs of the fund: Archive


Bank account number: SI56 1010 0003 5504 032, Banka Intesa Sanpaolo, d.d.


Fund type: Multi-Asset Defensive - Europe


Main Investment Strategy: The Fund allocates its assets in equity investments, fixed income investments, other investment funds units or money and money-market instruments. The fund  allocates less than 35 % of its assets in equity investments and equity-oriented investment funds units. At least 80 % of assets are invested in instruments issued by issuers domiciled in region Europe.

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