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 remaining time until the set "target date" (31.12.2040).
The fund will invest in a globally diversified and periodically rebalanced portfolio, consisting mainly of passive financial instruments (exchange traded funds, following indices), as well as units of mutual funds that provide exposures to a wide range of asset classes - equities, debt securities, money market instruments, etc.
The fund was established in August 2021 and started issuing units in September 2021. Due to a lack of data, investors cannot be provided with reliable information on the results of past periods.
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.