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Investment and profitability

 

 

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) through the automatic service DSK Investment Plan.
In order to achieve the investment goals, a strategy of active management of its portfolio is applied, as far as the market conditions allow it. The structure of the portfolio is expected to change smoothly as the Fund's target date approaches, from a moderately risky to a conservative portfolio, by reducing exposure to equities or hedged to equities and increasing exposure to debt securities or hedged to debt securities.

The recommended investment horizon is in line with the Fund's investment strategy – 31/12/2030 (target date), but there are no restrictions or penalty fees when redeeming the units before the target date.

The Fund has no predetermined benchmark against which it may be compared and does not pursue a specific objective in relation to any particular industry, geographic or other market sector or particular asset classes. The return on this product depends on future market performance.
This chart shows the Fund's performance as a percentage of annual loss or profit over the last 5 years or from the start of the Fund's activities.


Past performance is not a reliable indicator of future performance. Future market dynamics may be very different from those observed.

The fund was established in August 2021 and began issuing units in September 2021. 


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.