Investment and profitability
Minimum investment in units of “DSK Balance” is BGN 100 per deal. Minimum amount for redemption order is BGN 100 per deal.
You can invest in the Fund both through one-time purchases of units and through multiple periodic purchases, according to parameters defined by you (period, amount, date of purchase) via the automatic service "DSK Investment Plan".
The fund was created for investors who have a medium-term investment horizon and are looking for an investment that can realize income higher than bank deposits interest, assuming a moderate risk.
This chart shows the Fund's performance as a percentage of annual loss or profit over the last 10 years.
Past performance is not a reliable indicator of future performance. Future market dynamics may be very different from those observed.
These results can help you assess how the Fund has been managed in the past.
The Fund's results for past periods are based on the percentage change in the net asset value per unit in BGN. Results are presented net of current fees. Initial charges and withdrawal charges are not included in the calculation.
The fund was established in October 2005 and started issuing units in December 2005.
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.