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Portfolio characteristics

Under the Relative Return portfolio, you entrust the portfolio manager to take professional care of your funds. The portfolio manager pursues the top-down method for portfolio management.

 The Relative Return portfolio is offered in CZK, EUR and USD with a minimum volume of CZK 10 million.

 

Investor types and their model portfolios

legenda grafu

graf topclassic konzervativni

graf topclassic vyvazeny

graf topclassic dynamicky

graf topclassic agresivni

Reporting

 Sophisticated reporting provides you with useful information about the portfolio down to level of the particular securities. RBroker gives you an online view of the current structure of your Relative Return portfolio. This includes, in particular:

  • status report
  • transaction report
  • portfolio performance
  • cash transactions