Funds and ETF

Mutual funds are a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities with a preset strategy. The price that investors pay for mutual fund shares is the fund’s approximate net asset value. Apart from mutual funds, Patria offers funds traded publicly - exchange-traded funds, or ETF. These are passively managed funds which offer their shares on stock markets.

Mutual funds - more information

Mutual funds are here for those investor who like to take a backseat and let professional manage their money. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital. Each shareholder participates proportionally in the gain or loss of the fund. Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund's current net asset value (NAV) per share, which is sometimes expressed as NAVPS.

Patria Finance offers several hundreds of funds from the world's leading investment companies such as Aberdeen, Allianz, CSOB Asset Manegement, Fidelity, Franklin Templeton, JP Morgan, and NN Investment Partners (ex-ING IM). Fund performance and unit value are published daily, so you can always check your investment's value on your account in the Webtarder business application.

Mutual funds are best suited for investors seeking higher returns than on their savings account at a lower risk.

ETF - more information
ETF Securities web site ProShares web site

ETF (Exchange-traded funds) are innovative financial instruments, allowing the purchase of a whole stock index with a one trade.

Patria Finance offers you investments in indices (DAX, Dow Jones, government bonds, etc.), industries (utilities, mining, finance, etc.) as well as in geographical areas (Asia, Europe, emerging markets.)

With a standard buy/sell order on foreign stock markets, you can easily and quickly diversify your portfolio, or move funds among individual states or even regions. As ETF track already existing and publicly available indices, the development of the price is transparent and, to a certain degree, predictable. ETF can serve as a tool for speculations, as well as for hedging portfolios. More risk-prone investors can make use of leveraged ETF, or short (reverse) ETF allowing to bet on falling prices.

How To Manage Your Investment?

How To Manage Your Investment?

Easy and intuitive portfolio management supplemented with alerts. Try it out directly through the Demo Account.

How To Succeed?

How To Succeed?

Take our free investment classes or see instructional videos and the application guide.

Everything under Control

Everything under Control

Text message or email notices about changes in the price of securities or value of your portfolio, as well as confirmations of executed trades.