Stock Small Caps
Even the biggest brands
once started as small companies
with a big idea
Stock Small Caps: companies that will write the future
Earn by investing in smaller companies with great growth potential.
The development of air transport and travel, a move towards a healthy lifestyle, changing trends in the car industry, digitization in the construction industry, expansion of on-line retail, safeguard of safety on the internet, automation and robotization of industrial operation.
The current world full of technology, ideas and original solutions is moving forward at an inexorable pace. This creates space for companies that are able to not only follow this dynamic, but directly create it. We have selected about 40 of the best among them, which do business in the developed markets of North America and Europe.
If you also want to participate in the current trends then the new Stock Small Caps fund is just for you.
“What does such a great company look like?
Firstly, it is small – size alone contradicts above-average growth; secondly, it is relatively unknown – high expectations or valuations will reduce future yield to shareholders; thirdly, it has a unique product or service and fourthly, it has an honest, strong and innovatively orientated management.”
Mgr. Mikuláš Splítek
Portfolio Manager
You will find detailed information about the fund, the price trend of the share certificate, the composition of the portfolio and performance here. This link also contains documents such as Fund’s Statutes and Key Investor Information Document in Czech.
The portfolio manager, Mikuláš Splítek, selects exceptional companies from a wide range of small companies. His twelve years of experience in the stock market and a fifteen-member team of sector specialists of Erste Asset Management help him to do this. He has most of his own savings invested for the long-term in the same companies.
Mgr. Mikuláš Splítek
Portfolio Manager
“The best way to make money on the stock market is to buy a great company and then sit back and do nothing. Follow it, but resist the natural human temptation to sell as soon as it shows the first profit”
Stock Small Caps in numbers
18.054 billion CZK
in the fund is invested
107 670
number of investors
2017
the fund exists since May 2, 2017
100 Kč
minimum investment into the fund
Information to December 31, 2024
What companies are in the portfolio?
Constellation Software: Canadian software company
Marks and Spencer: global retail clothing business company
Ryanair: low cost airline
... and many other attractive companies
Why choose the Stock Small Caps fund?
On the Czech investment market, this is a unique investment strategy targeting smaller companies.
The opportunity to invest in the mature stock markets of North America and Europe.
Investments are actively hedged against currency risks.
A share certificate procurement fee discount when making regular investments.
Money available usually within a week.
Important notices
This investment vehicle is intended for investors who:
- have sufficient knowledge and/or experience with mutual funds
- strive for the appreciation of invested funds
- are able to accept a degree of risk that is in accordance with the risk weight (riskiness) of the product stated in the factsheet
- in the event of an unfavourable trend of the investment, are able to bear the potential loss of invested funds, which is illustrated by the possible performance scenarios see the Key Information Document (KID) in the factsheet
- are interested in investing in the recommended investment horizon of 5 years and more
The full name of the open-ended mutual funds and complete product information are presented in the statutes (prospectuses) of the funds. The information presented here is of the nature of a promotional message. The information presented in this message does not constitute investment recommendations or investment advice since it does not take into account the concrete situation of specific investors. The value of investment vehicles may rise and fall while there is no guarantee of a return on the originally invested amount. Past performance does not guarantee the same performance in future. The visitor to this website may be located outside the target market of the investment vehicles listed here. We recommend consulting your specific investment intention with an expert advisor who will check that the planned investment will be commensurate with your knowledge and experience, that it will be in line with your needs, characteristics and goals, financial circumstances or with regard to the risk, and will inform you of all the potential risks of the specific investment opportunity.
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