How do we calculate the actual performance of Finax portfolios?
On the occasion of our fifth anniversary, we are changing our methodology for publishing portfolio performance. You will now see actual performance instead of modeled results in the return tables. How do we calculate this number and how does it differ from the modeled performance? Find out the answer in this article.
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Transfer your investments to Finax and receive a discount of 50%
Finax offers a unique investment tool with revolutionary benefits for your money. If you are already investing with somebody, we will take that into consideration. Now you can invest even more efficiently with Finax. In addition to favorable conditions, we offer you a discount on your investment transferred to Finax - we will manage 50% of its value free of charge for 2 years.
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Low Fees at Finax Are Actually Even Lower
The actual annual portfolio management fee paid by Finax clients in October 2021 was only 0.86% + VAT. Due to numerous discounts and promotions, the cost of investing with Finax is significantly lower than the basic fees posted in the price list. We continue to stick to our commitment to make investing cheaper, simpler, and more affordable, aiming to help Central Europeans build their financial wealth efficiently.
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Juraj Hrbatý: My Story of How I Founded Finax.
Why did I decide to start Finax? The story of why Finax’s profit is not my number one goal. The story of how we managed to earn more than 23 million euros for our clients.
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Want to know more? Meet us online or attend our webinars!
Why should you invest? What are the advantages of investing with Finax? Are you looking for a help with investing or planning your finances? Do you want to learn how to invest properly? Meet us online or attend our free webinars to learn more.
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Intermediation of Finax by agents now available internationally
The main goal of Finax is to make effective wealth building services available to every household. Most people still prefer face-to-face contact. For this reason, Finax has also been offering services through financial agents since its foundation. The financial agents acquire into their portfolio a practical, unrivalled investment product that is beneficial for their clients, as well as for them. Find out what Finax has to offer to financial agents.
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Currency risk in Finax
By investing with Finax, you expose yourself to currency risk. What does this risk represent, how to eliminate it and how Finax approached it, can be found in the next article of the How we do it series. Find out why currency risk is only an inflated scarecrow and the reasons why we refused to secure the investments against exchange rate losses.
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What is the intelligent regular withdrawal?
The goal of investing is to secure income and to maintain or even improve the standard of living after the end of the investor's active career. Finax also has the post-asset building phase in mind and offers a unique solution for clients, who want to enjoy their acquired assets. Intelligent regular withdrawal is a payout portfolio. What does it look like and why is it ideal solution for your pension?
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