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for the territory of Bulgaria

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ExpertEase Strategies

Don't have the time or knowledge to invest? If you choose this strategy, the experts from UBB Asset Management will do it for you. They base investment decisions on an in-depth analysis, including financial and economic development, market trends, and the risk profile of the investor, so that he feels in his comfort zone.

Strategies - UBB ExpertEase

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UBB ExpertEase Defensive Balanced (LEVA) UBB ExpertEase Defensive Balanced (LEVA)

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds.

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UBB ExpertEase Defensive Tolerant (LEVA) UBB ExpertEase Defensive Tolerant (LEVA)

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds.

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UBB ExpertEase Dynamic Balanced (LEVA) UBB ExpertEase Dynamic Balanced (LEVA)

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds.

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UBB ExpertEase Highly Dynamic Tolerant (LEVA) UBB ExpertEase Highly Dynamic Tolerant (LEVA)

Suitable for investors who are tolerant of a higher level of loss and are willing to take high risk. The target distribution is 75% for shares and 25% for bonds.

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UBB ExpertEase Dynamic Tolerant (LEVA) UBB ExpertEase Dynamic Tolerant (LEVA)

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds.

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UBB ExpertEase Defensive Balanced (EUR) UBB ExpertEase Defensive Balanced (EUR)

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds.

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UBB ExpertEase Defensive Tolerant (EUR) UBB ExpertEase Defensive Tolerant (EUR)

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds.

See more
UBB ExpertEase Dynamic Balanced (EUR) UBB ExpertEase Dynamic Balanced (EUR)

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds.

See more
UBB ExpertEase Highly Dynamic Tolerant (EUR) UBB ExpertEase Highly Dynamic Tolerant (EUR)

Suitable for investors who are tolerant of a higher level of loss and are willing to take high risk. The target distribution is 75% for shares and 25% for bonds.

See more
UBB ExpertEase Dynamic Tolerant (EUR) UBB ExpertEase Dynamic Tolerant (EUR)

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds.

See more

Strategies - KBC ExpertEase

(previous)

Important! There is a different tax regime for foreign funds and you should consult the NRA or your tax advisor.