ACHIEVE
HIGHER RETURNS
than in mutual funds or banks.
The stock market is a device for transferring money from the impatient to the patient.
Higher returns with Finax
compared to mutual funds
Up to 98% of actively managed funds in Europe are performing worse than the average growth of the market (SPIVA Europe Scorecard, 2019). Historically, the best manner of asset appreciation is via passive investment, where you don't choose specific equities, but rather invest to the whole market. Utilizing our services, with even one deposit you can buy up to 80% of all global stocks and bonds.
The returns of equity index ETFs have surpassed the most recognized mutual funds in Slovakia by up to 4% annually in the past 10 years. Past performance is not a reliable indicator of future performance.
I want to know more
Comparison of annual performance over the past 10 years as of 31 January 2019 of the Finax 100 % stocks modeled portfolio and 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).
We use easy solutions
For investment to be successful, investor has to understand it.
Experience and many studies prove, that simple investment
solutions are the most profitable in a long-term.
We prefer passive investing via ETF index funds
Stock picking and market timing might seem exciting, however, they usually end painfully. ETFs offer a very low-cost investment with wide spread of risk and above-average returns.
We have minimum fees
The difference in the fee structure of Finax and the most popular investment products in Slovakia brings +1,15% higher annual returns on average.
Portfolios are regularly rebalanced
Automated rebalancing lowers the risk and increases returns. Finax has developed its own know-how for portfolio rebalancing, which increases annual returns by +0,47% on average.
We optimise your tax
Finax's portfolios are managed with tax optimisation in mind. Only with us, can you maximise the returns that belong to you.
What do our fundamental rules
mean for your investments?
See how higher returns have been reflected in the Finax 100% equity modeled portfolio over the past 10 years
compared with equity funds (average of the 6 best-selling funds in Slovakia for this period). Past performance is not a reliable indicator of future performance.
