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General information
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Type of fund:
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Mutual fund (UCITS)
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Risk profile:
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Moderate to high-risk assets
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Investment focus:
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REIT’s stocks and bonds countrywide and abroad, investing predominantly in agricultural land, office and logistic areas;
companies in the food and beverage industries |
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Company of registration:
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Bulgaria
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ISIN:
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BG9000009183
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Launch date:
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30.01.2009
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Minimum investment:
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100 BGN
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Currency:
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Bulgarian lev (BGN)
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| Depository bank: | Eurobank EFG Bulgaria |
"UBB Patrimonium Land" invests in assets with relatively moderate risk to realize mainly dividend and capital gains and less – interest revenues.
Recommended investment period: 3-5 years.
The Fund’s assets are invested mainly in REIT’s stocks countrywide and abroad with predominant purpose in agricultural land, office and logistic areas; companies in the food and beverage industries. It is appropriate for risk seeking investors who look for higher return and therefore are willing to take the risk arisen from unfavorable change in the price per share.
Important: UBB Asset Management informs the investors that previous performance of mutual funds is not necessarily related to future performance. The value of the units/shares and the income generated by them may decrease. Earnings are not guaranteed and there is a risk for the investors not to be able to return the initially invested funds in their full value. The investments in mutual funds are not secured by a guarantee fund established by the state or by any other type of guarantee.