Fund categories
Investment funds
Investment funds are managed by asset management companies in such a way that they collect investors' funds and invest them in various financial instruments.
The assets of the investment fund are divided into several parts, i.e. units, which are registered by investors and guarantee equal rights to all unit owners and are legally separated from the assets of the company that manages it.
Learn more about investment funds managed by Eurizon Asset Management Croatia.
Types of investment funds:
- Open investment funds with public offer (UCITS funds)
- Open investment funds with a public offer (UCITS funds with maturity)
Find out more at https://www.eurizonam.hr/
Investment funds according to the financial assets in which they are invested:
Money funds
- Investing in money market instruments.
- Short-term investments (up to 6 months).
- They differ according to the currency in which the underlying instruments are denominated.
- Low level of risk.
Bond funds
- Investing in government and corporate bonds.
- Lower degree of risk compared to equity funds.
Mixed funds
- Investing in different proportions, in stocks and bonds.
- The risk level of balanced funds increases as the equity component of the portfolio increases.
Equity funds
- Investing primarily in equity securities.
- They are characterized by a high degree of risk.
Flexible funds
- No restrictions on the distribution of assets (stocks-bonds).
- Funds without reference values.
Investments
Good information helps in making investment decisions.
To bring you closer and simplify the world of investing, visit the new section Educational on investments and improve your knowledge of basic investment terms.
For more information, visit the nearest PBZ branch.
