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General information
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Type of fund:
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Conservative unincorporated undertaking for collective investment
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Risk profile:
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Low level of risk
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Investment focus:
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Debt securities and money-market instruments
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Company of registration:
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Bulgaria
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ISIN:
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BG9000009050
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Launch date:
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30.01.2006
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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: | Allianz Bank Bulgaria |
"UBB Platinum Bond Fund”’s main long-term objective is to provide its unitholders with maintaining and growth of the value of their invested funds mostly by realizing interest gains and to less extend by dividends and capital gains at low risk rate.
Recommended investment period: at least 1 year.
The Fund is intended for investors who prefer safety and stability in the growth of their investments’ value and who are inclined to take a low risk with a view to restricting possible negative results from the trade with securities.
The short-term objective is reaching a rate of return that is higher than that of alternative investments in BGN at low risk rate.
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.