The investment strategy of the UBB Balanced Fund includes investing in liquid fixed- income and equity securities (mainly Bulgarian but foreign as well).
The total expected return is formed by: capital gains as a result of securities transactions from the company` s portfolio, dividends on equity securities and coupon payments on fixed- income debt securities, deposit interest, etc.
For achieving the primary objective of UBB Balanced Fund, management company UBB Asset Management applies suitable risk management methods. The management company forms and actively manages a securities portfolio that balances the risk born by the different types of financial instruments, included in the portfolio.