How do we manage the assets?

The Fund pursues an Absolute Return Strategy, which aims to achieve a result exceeding the return of the reference index (12M EURIBOR + 1%), regardless of the movement of financial markets within the minimum recommended investment 3-year horizon by taking moderate to high risk.

The investment strategy of the Fund envisages reception of capital gains, dividend/income proceeds from equity securities, as well as current incomes from debt securities and other instruments. For the fulfilment of the investment goals active management of its portfolio shall be applied.


In view of achievement its investment goals the Fund will apply a flexible investment policy investing in all assets category, traded on the financial and capital markets in the Republic of Bulgaria and abroad including derivative financial instruments.

The Fund may take "long" positions through direct investments and / or derivative financial instruments, as well as "short" positions through derivative financial instruments. "DSK Dynamics" does not pursue a specific target for an industrial, geographic or other market sector or for certain classes of assets.

Detailed information on the investment policy, the composition and the structure of the assets can be found in Art. 8-11 of the Fund’s Rules.

 

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 Investor 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.