Mutual Funds and ETFs | Stone & belter - komplexní poradenský servis v oblasti financí, privátního poradenství, investic a realit

Thanks to our open-architecture approach, we don’t rely on a single product or provider. For each client, we carefully select the most suitable combination of funds — based on their goals, experience, risk tolerance, and time horizon. We believe that smart investment decisions come from understanding the full market, not just one offer.

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Why mutual funds and ETFs?

Broad diversification

Mutual funds and ETFs allow you to spread your investment across markets, regions, and asset classes. This way, you reduce risk and achieve a more balanced portfolio even with a smaller initial capital.

Flexibility and accessibility

You can invest either regularly or with a lump sum, adjusting the strategy to your current needs. Moreover, ETFs can be traded on the stock exchange at any time during the day, just like stocks.

Professional management and simplicity

In mutual funds, professional managers take care of asset selection and management, while ETFs offer passive and transparent replication of market indexes. In both cases, it is an easily accessible way to invest.

Long-term growth potential

Whether you choose an actively managed fund or a passive ETF, both instruments can serve as a stable foundation for building wealth. Over a longer time horizon, they allow you to benefit from the effect of compound interest and market growth.

The cornerstone of every solid portfolio

Mutual funds

When you want to benefit from the ideas and expertise of a professional fund manager. Mutual funds offer what’s called active management of your money — meaning that experienced professionals take care of selecting and managing your investments. They monitor the markets, manage risks, and look for opportunities on your behalf. We carefully analyse and choose funds tailored to your needs, working with the largest international investment companies and complementing them with selected local players. We typically use them for shorter investment horizons, where future performance can be predicted more reliably.

A smart way to diversify your portfolio

ETF

ETFs (Exchange Traded Funds) are investment instruments that combine the simplicity of stocks with the benefits of mutual funds. They allow you to invest in entire markets, sectors, or specific strategies through a single instrument. ETFs usually track a selected index or basket of assets and are managed passively – which means lower fees compared to traditional mutual funds. We carefully select ETFs from leading global providers to ensure transparent and cost-effective solutions. We recommend them especially for long-term investors seeking broad diversification and stable growth.