UBB Premium Equity

A Short Description

"UBB Premium Equity” fund is focused primarily in shares of Bulgarian companies listed on Bulgarian Stock Exchange, that have high growth potential, but also have changes in their prices in short-term period.

Recommended investment period: at least 5 years.

"UBB Premium Equity” fund is intended for risk investors, looking for higher returns for their investments and accept the possibility of negative changes in the prices of shares of the fund

Type of fund:Mutual fund focosed on stocks
Investment focus:Bulgarian equities
Inception date:30.01.2006
Minimum investment:100 BGN
Currency:Bulgarian lev(BGN)
Depository bank:Eurobank Bulgaria JSC
Fees for investors
Issue feeno
Redemption fee before 18 months0.40% from NAV per 1 unit
Redemption fee after 18 monthsno
Management fee2.90%

UBB Asset Management JSC has provided a network of offices where the investors can submit orders for the purchase and sale of units of UBB Premium Shares. These are the offices of the Management Company and the branches of United Bulgarian Bank AD in the country.

Investment objectives

The funds of the "UBB Premium Equity Fund" is invested primarily in shares admitted to trading or traded on regulated markets at Bulgaria and abroad that have high growth potential and demonstrate high volatility of prices, volatility to the portfolio increased risk, respectively - the possibility of higher returns.

ОББ Премиум АкцииStructuring and maintaining a diversified investment portfolio and to protect investors' funds from adverse market developments, the Management Company invests funds "UBB Premium Equity" in shares issued by foreign issuers and in debt securities issued by states, municipalities and corporate Bulgarian and foreign issuers.

ОББ Премиум АкцииFixed income securities and deposits in the portfolio structure is mainly used for risk diversification, as well as the realization of current income in times of unfavorable market situation for equity securities (shares in public companies and units of mutual funds).

ОББ Премиум АкцииTo ensure liquidity and achieve higher profitability, the Management Company may undertake on behalf of "UBB Premium Equity 'term transactions in the acquisition and sale of securities and contracts with repurchase (repos).

ОББ Премиум АкцииTo achieve the main objectives of the "UBB Premium Equity" and risk management Management Company may implement appropriate investment methods of protecting the portfolio (hedging) of different types of risk, in which may enter into transactions with rights, futures, forwards, options, swaps and other derivative financial instruments.

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