DSK Stability - European equities 5

Monthly bulletin - February 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?

DSK Stability - European Equities 5 is a national mutual fund whose primary investment objectives are to protect the growth in value of investments - the net asset value per unit calculated as of the last business day of the "limited period" to be no less than 102% of the net asset value per unit calculated as of the last business day of the "open period", and (where possible) to grow in value above the protected amount by providing exposure to indices on European company equities.
Under current legislation, the Fund is a national investment fund, which is different from a collective investment scheme within the meaning of the ACISOCIUA.  The fund falls into risk category 3 out of 7, which corresponds to medium-low risk.

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In order to achieve the investment goals of the Fund, its activities are divided into distinct cycles, each of which includes two periods, conditionally called "open" and "limited"

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The current  Open Period starts on January 6, 2024 and continues until March 1, 2024, incl.
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The Limited Period starts on March 2, 2024 and continues until December 18, 2026, incl.
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The first transitional period within the limited period will be in November 2024  

Who is it for?

DSK Stability - European Equities 5 is suitable for a very wide range of investors who:

  • prefer management with opportunities to realize a return, partly linked to the development of the European capital market;
  • have the opportunity to invest for a period of around 3 years in order to achieve the desired result;
  • aim to increase the income from their free cash in the long term.

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How do we manage the assets?

Main objectives - protection of the increse of the value of invested assets under certain conditions

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Fees & Expenses Information

Your investment may involve certain expenses during different periods of the Fund's operation.


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Investment and profitability

The minimum investment in units of DSK Stability - European Equities 5 is BGN 500 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.