DSK-OTP Premium Mix
Risk/Return Profile
Potentially lower return
Potentially higher return
Lower risk
Higher risk
What are the advantages and risks?
Opportunity for clients to benefit from a precise and effective combination of time-tested funds managed by OTP Fund Management, which invest in a variety of assets such as equities, bonds, commodities, derivatives and others, traded on different markets throughout world.
It is a "package" of other funds, through which the clients can benefit from the professional experience and expertise of successful portfolio managers and investment opportunities in all over the world.
Great variety of investments on which the results of DSK - OTP Premium Mix depends. The fund is a national investment fund, which is different from a collective investment scheme within the meaning of the ACISOCIUA.
Who is it for?
DSK - OTP Premium Mix may be suitable for clients who are looking for a great variety in the way of investment management (without the need to use a large number of individual/stand-alone products and/or financial instruments) with a possibility of more significant current changes in the unit price.
How are the assets managed?
The Fund will invest mainly in units of open-ended collective investment schemes following an absolute return strategy or those investing mainly in equities and/or commodity-related financial instruments. The Fund's results can be linked to a very wide range of financial instruments traded in different markets.
Fees & Expenses Information
At the beginning of the Fund's activity, your investment is not related to expenses for purchase and redemption of units, according to DSK Bank's Tariff.
Investment and profitability
The minimum amount per transaction - BGN 500. For multiple periodic purchases - a minimum amount of BGN 300.
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.