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TOP individual
TOP individual
Creation of a portfolio which takes into account your specific needs.
Product characteristics
- The client entrusts his or her Portfolio Manager with funds, and the Portfolio Manager invests these funds through financial market instruments based upon a predefined investment strategy, while applying modern portfolio theory,
- The client is regularly informed of the state and development of his/her portfolio,
- Based upon the principles of TOPclassic – Index concept
- The market is defined by a benchmark (index, standard),
- Minimum volume of funds managed =10 Mil. CZK,
- Intended primarily for institutional clients – insurance companies, foundations, cities, towns, etc.,
- Takes into account the individual needs of the client such as:
- Specific cash flows
- Specific tax regimens
- Individual risk profile
- Specific legal standards for various subjects
- Medium-term product, recommended for 3 or more years, high liquidity (max. of 5 working days),
The amount of management fees are based upon the performance of the portfolio compared to the selected benchmark, while taking into account the specific needs of the client.
Portfolio Management - Contacts
Michal Ondruška Head of Portfolio Management tel: +420 221 141 842
Petr Kolbušovský Portfolio Manager tel: +420 221 141 828
Martin Zezula Portfolio Manager tel: +420 221 141 804
Jiří Pospíšil Portfolio Manager tel: +420 221 141 883
Eva Novotná Assistant tel: +420 221 141 811