DSK Conservative Fund

Monthly bulletin - January 2024

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Risk/Return Profile

Potentially lower return

Potentially higher return

Lower risk

Higher risk

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What are the advantages and risks?

High liquidity and limited fluctuations in the value of units by investing in a mix of mainly debt instruments (government bonds, corporate bonds) and to a lesser extent equity financial instruments (shares, or funds investing in shares)

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A conservatively managed portfolio of debt instruments with limited exposure to equity financial instruments (up to 20% of assets)
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Easy access to your money in the Fund on the next working day
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Conservative asset management with small fluctuations (increase or decrease) in the value
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Buy Fund units with low fees - 0.50% of NAVU

Who is it for?

The fund may be suitable for investors (individuals and legal entities) who have a medium-term investment horizon and are looking for income comparable with the income levels of alternative forms of investment, while taking low to moderate risk.

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How do we manage the assets?

The strategy primarily provides for income from debt and, to a lesser extent, capital gains and dividends from equities

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Fees & Expenses Information

Your investment comes with fees when you buy units, but no redemption fees

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Investment and profitability

The minimum investment in units of the fund is BGN 100 per deal.

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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.