FWR STRATEGY 60

FWR Strategy 60 consists of 40% of bonds and 60% of equities in neutral strategic allocation and allows portfolio diversification by using alternative investments. Furthermore, advanced investment instruments (such as financial derivatives - FX forwards and swaps, equity index futures, etc.) can be used in the portfolio. The Fund is managed by Raiffeisen investiční společnost.

Favourable fee structure

Open architecture

Daily valuation

Basic information about the Fund

ISIN    CZ0008475985
Fund type Qualified investor fund
Currency CZK 
Entry fee 0 %
Exit fee 0 %
Management fee 1,2 %

Fees not presented in the table are not charged.

Investor notice

FWR Strategy is an individual asset management investment service provided by means of investments in qualified investor funds and special funds. The provider of the investment service is Raiffeisenbank a.s.The qualified investor funds and special funds are managed by Raiffeisen investiční společnost a.s.The qualified investor funds may be offered publically; however, only qualified investors within the meaning of Act No. 240/2013 Coll. on investment management companies and investment funds, as amended, may become shareholders of such funds.
The value of the investment may vary and return of the originally invested amount is not guaranteed. The client bears the full risk associated with the investment. Past performance is not a reliable indicator or guarantee of the same performance in future periods. Funds are not guaranteed products. Tax treatment depends on the individual situation of each customer and may change in the future. More information is available in the FWR Strategy product materials and contractual documents, key information document and fund prospectus.
Performance fee of up to 20% from positive economic result before tax for respective accounting period can be applied, due for payment at the end of the period.