DSK Horizon 2040

Monthly bulletin - August 2023

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Risk/Return Profile

Potentially lower return

Potentially higher return

Lower risk

Higher risk

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Who is it for?

The fund is recommended for clients who seek to raise assets for a specific purpose and plan to withdraw (in whole or in part) their assets after the "target date" - the end of 2040. According to the current legislation, the fund is a national investment fund, which is different from a collective investment scheme within the meaning of the ACISOCIUA.

How do we manage the assets?

DSK Horizon 2040 is a fund that follows a life-cycle strategy - an investment strategy in which the structure of investments changes smoothly, according to the time remaining until the set "target date" (31.12.2040).

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Fees & Expenses Information

The investment in the Fund may be related to fees for purchase and redemption of units, according to the bank - distributor's (DSK Bank) Tariff and other operating expenses.

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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.