EnCor Akciový, otevřený podílový fond

The Fund’s investment objective is to achieve attractive long-term appreciation through utilising global equity markets. It invests primarily in ETFs focused on various markets, sectors or regions, and additionally in stocks of specific companies. The portfolio allocation is guided by the EnCor quantitative model, which uses more than 50 predictive indicators. Ongoing regular re-allocation allows an investor to benefit from the higher returns of specific sectors and regions and reduce volatility relative to a fixed stock index.

The fund invests in CZK, EUR, USD and other currencies, with currency hedging if ever deployed, decided by the portfolio manager. Returns are reinvested on an ongoing basis. The fund does not track or replicate any particular index or benchmark.

The fund’s portfolio is broadly diversified across regions and sectors. This diversification, combined with active portfolio management, is key to maximising returns and managing the fund’s volatility.

Global equity markets have long beaten the returns of other publicly traded asset types. Over the long term, equities beat bond yields and also beat inflation.