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General information
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Type of fund:
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Open-end investment company with balanced portfolio |
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Risk profile:
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Low to moderate risk rate
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Investment focus:
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Bulgarian equities and bonds
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Company of registration:
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Bulgaria
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ISIN:
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BG1100052049
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Launch date:
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30.01.2005
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Minimum investment:
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One share
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Currency:
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Bulgarian lev (BGN)
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| Depository bank: | Eurobank EFG Bulgaria |
UBB Balanced Fund’s main objective is to provide its shareholders growth in the investment company` s share value by realizing capital gains at medium risk rate from the investments in balanced securities portfolio.
Recommended investment period: minimum 2-3 years.
The short-term objective of the investment company is to achieve higher return than the one achieved by investment in comparable alternative medium-risk investments in BGN.
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.