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DSK Asset Management AD turns 20!

The Christmas holidays this year bring us a double reason to celebrate – DSK Asset Management AD celebrates its 20th anniversary! As one of the first management companies, we have grown together with the development of this activity in our country.

The long path of the Company over the years was marked by many challenges, but also by many successes. What our first 20 years look like in numbers – see below:

  • DSK Asset Management AD was registered on December 22, 2004, and the following year the first two mutual funds were launched – DSK Standard and DSK Balance. Currently, DSK Standard has assets of over BGN 105 million and is the second-largest mutual fund on the market of local collective investment schemes.
  • To date, DSK Asset Management AD manages 17 funds with different risk profiles. Their assets are already nearly BGN 380 million. (as of 15/12/2024)
  • Thanks to the partnership with DSK Bank, our funds are an affordable solution for managing assets for clients throughout the country - through more than 250 bank offices, as well as through the online banking DSK Direct.
  • DSK Asset Management AD and some of the managed funds have won over 20 awards in various categories in several rankings for management companies and mutual funds.
  • The management of the funds, in accordance with their investment strategy and in the interest of clients, is a daily focus of our activities. In 2024 alone, our portfolio managers have completed transactions with bonds with a nominal value of more than EUR 150 million, as well as transactions with equities, ETFs and other financial instruments worth more than BGN 10 million.

 

This Communication is for informational purposes only and does not constitute investment advice, consultation, investment recommendation or investment research.

Investors should have in mind that the value of the funds’ units and the income from them may decrease, the profit is not guaranteed and they take up the risk of not recovering their investment in full. Before making a final investment decision, it is advisable for investors to familiarize themselves with the Prospectus and the Key Information Document of the respective fund. The documents are in Bulgarian and they are available on the website of DSK Asset Management AD (www.dskam.bg), and upon request can be obtained free of charge on paper at the office of the Management Company or at the offices of the DSK Bank AD, designated as a distribution point, every working day within their working hours.