Raiffeisen
Asset Management (Bulgaria) EAD has the pleasure to offer you our service for
professional management of your assets by our team of highly qualified
portfolio managers.
The asset
management company is licensed for performing portfolio management services for
institutional, corporate and individual investors. The management the company performs
the portfolio management on behalf of the company and at its account, at its
expense and risk, applying clients’ investment decisions and orders, which are
fulfilled by the authorized investment intermediary – Raiffeisenbank (Bulgaria)
EAD.
Portfolios
are accounted on a monthly basis and clients receive detailed information for
all activities regarding their investments for the given time period.
We offer
conservative, balanced and high growth investment portfolios according to our
clients’ needs and wants regarding their risk aversion level.
Raiffeisen Portfolio Management service offers a number of advantages:
- Professional management of your assets
- Individual approach and dedication to your portfolio
- A high degree of flexibility and adjustment of your portfolio to the market conditions
- Investment service without strictly defined investment limits, or with investment limits tailored to suit your individual goals
- Investment products fully adjusted to your age, specific personal and business goals, investment horizon and risk profile
- Transparent and frequent reporting on the balance and changes to your portfolio
Investing in mutual funds involves certain risks. The value
of the shares and the
income from them may go down. Profit is not guaranteed and there is a risk for
investors may not recover the full amount of money. Investing in Mutual Fund
are not guaranteed by the Guarantee Fund, established by the State or any other
warranty. Future performance of the contract funds are not necessarily
associated with results from previous periods.
The presented
information should not be considered advice for investing in financial instruments,
including units of mutual funds, offered by Raiffeisen Asset Management
(Bulgaria). It is recommended for investors to first familiarize themselves
with the prospectuses of the funds and the rules for Mutual funds before taking
any investment decisions. The full prospectus and additional information for
the funds can be received in any of the offices of Raiffeisenbank (Bulgaria) as
well as on the website of RAM www.ram.bg.
A set of securities
owned by the same individual, company or fund. It may consist of money (cash,
deposits...) and securities (stocks, bonds...) and is dependent on the
pre-defined investment strategy. Portfolio diversification is the investment of
money in a variety of securities for the purpose of risk dispersion of
individual investments. Investment strategy in open-end investment funds is
defined by the fund Prospectus/Articles of Association.
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