make investment opportunities happen: Investment Funds

Find out about investment opportunities in the flexible and transparent environment of Raiffeisen investment funds and choose the fund that best suits your plans and options.

Make an appointment at the branch

Lower costs

Trading costs in investment funds are lower than individual investments, due to larger volumes of trading instruments. In this way, you have lower costs by saving in investment funds

Availability

Your funds are available to you because you can redeem your shares, on demand, whenever you decide. Start saving already with minimal initial investments

Legal protection

In order to protect investors, investment funds are under the supervision of Hanfa and are subject to strict rules and license
supervision

Transparency

You have insight into all information about your investments. Raiffeisen Invest d.o.o. regularly reports and publishes information on movements in shares in the funds it manages

What is needed before investing?

find out about the fund’s structure and investment strategy, historical returns, risks and costs
read all the important information in the fund documents: Pamphlet and rules, Key information for investors, Monthly report and financial statements of the funds
visit the nearest RBA branch office or contact your banker

Learn more about share values, risks and investment strategy on the Raiffeisen Invest website.

Make an appointment at the branch

What are investment funds?

Investment funds collect funds from numerous investors with the aim of jointly investing the collected assets in various securities (shares, bonds, treasury bills, commodity indexes). A fund’s total investments are usually referred to as a portfolio, which is divided into fund shares. Each share represents a proportional part in the total assets of the open investment fund – the investor becomes the owner of a proportional part of all securities contained in the fund.

YOUR INVESTMENT PLAN

MyInvest

decide on minimal, but significant changes in your way of saving
start investing with smaller, regular payments according to your possibilities
choose the amount you want to invest via a standing order from your account starting at 15 euros per month
at any time, you can decide to temporarily stop payments and then resume investing
the first step takes you to our branch office where you can get all the expert information

Sustainable funds

Raiffeisen Sustainable funds

choose an investment focused on sustainable development and the future
invest in sustainable funds that care about the environment, social aspects and impact on society
if you want to make less risky short-term investments, study the Raiffeisen Flexi Sustainable Bond short-term bond
for long-term investment, feeder funds are available – Raiffeisen Sustainable Solid and Raiffeisen Sustainable Mix (mixed) and Raiffeisen Sustainable Equities (share fund)

Raiffeisen investment funds

Raiffeisen Invest d.o.o. is a company for the management of open investment funds with a public offer (UCITS funds), whose business is regulated by the Act on Open-Ended Investment Funds with a Public Offering.

Bond funds

Bond funds invest in debt securities – bonds, which are characterized by less fluctuation in the share value (riskiness). Such funds aim at a stable growth in the value of shares through investing in government and corporate bonds that yield fixed interest.

Mixed funds

By their structure and characteristics, mixed funds represent different combinations of bond and stock funds, in order to take advantage of the possibility of achieving higher returns by investing in stocks, but at the same time take advantage of the stability of investments in bonds.

Equity funds

Stock funds primarily invest in stocks with the aim of achieving higher yields in the long term. They are intended for investors who want to achieve a potentially higher yield compared to bond funds, and are ready to accept greater fluctuations in the value of shares in the long term.

Maturity funds

Maturity funds, i.e. the so-called target date funds have a specific maturity date and represent a single investment solution that suits different investors. Namely, the fund’s strategy changes in such a way that, as the fund matures, investments in riskier asset classes are gradually replaced by investments in more conservative financial instruments with the aim of preserving the collected funds and earned capital.

Sustainable funds

Sustainable (ESG) funds are based on the concept of sustainable development, which means that when investing, in addition to financial aspects, the three most important criteria are taken into account – environmental protection, impact on society and social aspects and corporate governance. In the investments on which this financial product is based, the main adverse effects of investment decisions on sustainability factors are taken into account.

How to realize the investment?

Once you have chosen the fund that suits your goals, fill out the Request for Issuance/Repurchase of Shares in Raiffeisen Investment Funds

in bank branch offices or
via RBA internet banking

For all the necessary professional support, we are at your disposal in RBA branch offices,
and here you can read general information about the investment fund distribution service of Raiffeisen Invest d.o.o.

Find out everything about investment funds on the website of Raiffeisen invest d.o.o.

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