PBZ Invest

Investment funds are a specific possibility of investing funds, whereby the investor, depending on his/her financial goals, investment duration and potential yield or risk, selects the funds whose investment goals are in accordance with the investment goals of the investor.

Before any investment, please think about the following:

  • Your financial goal
  • Desired investment period
  • Risk level that you are ready to accept.

The company currently manages nine open investment funds with public offering. These are:

  • PBZ Novčani fond/PBZ money fund
  • PBZ Euro novčani fond/PBZ Euro money fund
  • PBZ Dollar fund
  • PBZ Bond fund
  • PBZ Global fund
  • PBZ Equity fund
  • PBZ Conservative 10 fund
  • PBZ Short-term bond fund
  • PBZ Flexible 30 fund

Apart from establishing and managing investment funds, PBZ Invest also provides a specialised service in managing the securities portfolio for natural and legal persons, whose basic characteristics of investment is to entrust a part of personal assets to the management of a professional manager.

Please find out more on PBZ Invest services here.