Mutual Funds of RAM (Bulgaria)

Raiffeisen Asset Management (Bulgaria) organizes, manages and offers 3 local mutual funds, providing maximum freedom of investment choice for investors. The three Bulgarian funds have different risk profile, investment horizon and investment focus. The funds managed by the company are denominated in BG Leva and Euro.

Investing in units of the funds offered by the company is suitable for both individual and institutional investors.

Raiffeisen Active Protection Fund in Euro

The fund is a Feeder scheme, which invests 85% or more of its assets in shares of “Raiffeisen-Euro-Click” – Master collective investment scheme, which is organized and managed by Raiffeisen Capital Management – Austria.

Raiffeisen Capital Management – Austria is a leading asset management company managing over 30 bln euro.

Raiffeisen Conservative Fund Bulgaria

Investment with high liquidity, pursuing capital gains, while taking low to moderate risk levels. The fund invests up to 100% of its assets in government debt securities, issued and/or guaranteed by the Republic of Bulgaria, with maturity of up to 5 years.

Raiffeisen Global Growth Fund

The fund is a Feeder scheme, which invests a minimum of 85% of its assets in units of “Raiffeisen Global Equities” – Master collective investment scheme, organized and managed by Raiffeisen Capital Management – Austria.

Raiffeisen Capital Management – Austria is a leading asset management company managing over 30 bln euro.

 


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 Funds is 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.