ACHIEVE
HIGHER RETURNS
than in mutual funds or banks.
The stock market is a device for transferring money from the impatient to the patient.
Finax achieves higher returns
than mutual funds.
According to the SPIVA Europe Scorecard (Year-End 2022), 98% of actively managed global equity funds in Europe underperform the 10-year growth of the global stock market. This data supports the effectiveness of passive investing, which involves avoiding the selection of specific securities and instead investing in the entire market. By choosing us, you can gain exposure to 80% of the world's stocks and bonds with a single deposit.
The performance of Finax's portfolios relative to its competitors among mutual funds sold in Slovakia consistently validates these claims. Discover the growth potential of your wealth with us.
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Comparison of the annual performance of the modelled Finax 100 % stock portfolio to the average performance of the 3 largest global equity funds in Slovakia (AM SLSP Fond maximalizovaných výnosov, IAD Global Index and Amundi Funds II - Pioneer Global Select EUR) over the past 10 years (as of 31 January 2019).
We avoid complicated solutions
To achieve successful investments, it's crucial for investors to understand them.
Experience and numerous studies confirm that simple
investment solutions yield the most profitable long-term results.
We prefer passive investing via index ETFs
While stock picking and market timing might seem exciting, they often lead to huge disappointments. ETFs offer access to widely diversified, low-cost investments that generate above-average returns.
We charge minimum fees
Fees affect the investment’s ultimate return. Finax’s lower fees compared to competitors like mutual funds contribute positively to the attractive long-term returns of our Intelligent Investing portfolios.
Our portfolios are regularly rebalanced
Automated portfolio rebalancing not only reduces risk but also increases returns. Finax has developed its own method of rebalancing portfolios, which, on average, increases the return of dynamic strategies by at least +0.4 percentage points per year (for portfolios with an equity component weight of 60% or more).
We optimise your taxes
Our portfolio management approach ensures that Slovak tax residents avoid incurring tax liability. With Finax, you will get to keep the entire profit your savings earn.
