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09/06/2026 18:26:58

Patria Direct

Patria DirectThings our clients appreciate most: A large and experienced team of professional brokers, customer care support, stable and secure trading platform, unique news and information service. Try our demo account and see for yourself.

Free services: Patria Plus news services, analytical reports, account opening and keeping, submitting and cancelling orders, FX conversions. Moreover, for active traders we also offer free real-time data and Investor Plus services.
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CZK/EUR24.154924.1871-0.13sentiment_arrow
CZK/USD20.923020.9460-0.21sentiment_arrow
USD/EUR1.15461.15460.08sentiment_arrow
JPY/USD160.3660160.37000.13sentiment_arrow
USD/GBP1.33781.33790.27sentiment_arrow
HUF/EUR355.3798355.9238-0.08sentiment_arrow
PLN/EUR4.23614.2458-0.05sentiment_arrow
Zpožděná data
09/06/2026 18:37:58


  • 28/05/2020
Credit Suisse Portfolio Fund (Lux) Balanced (US$)
Price (USD) Yield 6M (%) Yield 1Y (%) Yield 3Y (%)
285.34 - - -

Parameters
Basic information Price information
ISIN LU0078041133 Date 28/05/2020
Issuer - Curr. USD
IPO date 14/05/1993 Total net fund assets (mil.) 201,044,976.44 USD
Index CB CS PF (Lux) Balanced (US$) NAV 285.34 USD
Management fee 1.5 % ročně 1 week yield -
Fund type Mixed 1 month yield -
Origin Luxembourg 3 months yield -
Min. investment - 6 months yield -
Prvotní/následná investice - 1 year yield -
3 years yield -
Yield since inception -
Investment policy: Cílem fondu je dosáhnout co nejlepšího zhodnocení v USD investováním principielně rovnoměrně rozloženým mezi akcie, akciové typy cenných papírů a CP s pevným nebo variabilním výnosem, a to v rámci celého světa. Proporce rozložení aktiv fondu v akciích a akciových typech cenných papírů se může pohybovat mezi 30% a 60%. Jako doplněk mohou být zastoupeny instrumenty peněžního trhu.
Online chart
Source: Patria Direct, AKAT CR