UBB Asset Management

For achieving the Fund’s objectives, the Management company follows aggressive investment policy with active management of the investment portfolio.

The Fund’s financial resources are invested mainly in shares, approved for trade on Bulgarian and foreign regulated markets, that have high growth potential and show high volatility in their price, increase the risk and, respectively – the possibility for higher return.

For structuring and maintaining a diversified investment portfolio and for investor’s resources protection from unfavourable market tendencies, the Fund’s assets are also invested in shares issued by foreign issuers, as well as in debt securities issued by governments, municipalities and Bulgarian and foreign corporate issuers.

To provide liquidity and to achieve higher return, the Management company concludes on the Fund’s account fixed deals for acquiring and trading of securities, as well as agreements with a redemption clause (repo deals).

To achieve the Fund’s main objectives and with risk-rate management the Management company can apply adequate investment methods for portfolio protection (hedging) from different types of risk, and thus conclude deals with rights, futures, forwards, options, swaps and other derivatives.

UBB Premium Equity Fund