DSK Global Defensive Companies

Monthly bulletin - October 2023

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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?

investments mainly in equities, traded on foreign and/or Bulgarian regulated markets, of companies in consumer goods, healthcare (including pharmacy), utilities, telecommunications, real estate, oil and gas sectors, as well as in exchange-traded funds (ETFs), investing mainly in equities of companies in these sectors (non-cyclical sectors).

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Opportunity to invest mainly in equities, traded on foreign and/or Bulgarian regulated markets, with a focus on non-cyclical industries
A combination of high liquidity and opportunities for profitability for your funds
Actively managed portfolio, created mainly from equities of non-cyclical sectors, traded on local or foreign markets 
Opportunity for periodic investments at lower costs for purchase of Fund's units

Who is it for?

The fund may be suitable for a wide range of clients who prefer a diversified portfolio of investments, driven mainly by the equity with a focus on certain economic sectors (non-cyclical sectors), in the medium and long term.


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How do we manage the assets?

The Fund aims to realize capital gains and dividends from equities of companies from non-cyclical sectors.

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Fees & Expenses Information

Your investment in the Fund is associated with transaction and operating costs.

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Investment and profitability

Minimum investment in DSK Global Defensive Companies is BGN 100 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.