DSK Conservative Fund
Monthly bulletin - January 2024See more
Potentially lower return
Potentially higher return
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)
A conservatively managed portfolio of debt instruments with limited exposure to equity financial instruments (up to 20% of assets)
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.
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.