1. Investment Purposes;
2. Management Strategy – active/passive;
3. Markets and Priorities.

Investment Policy The investment strategy of Municipal Bank Perspective MF envisages the realization of capital gains mainly from securities, and to a lesser degree from dividend income/income from equity securities and current income from debt securities and other financial instruments. Municipal Bank Asset Management will implement a strategy of active management of its portfolio of securities, financial assets and cash to achieve these investment objectives.
In order to achieve the investment objectives of Municipal Bank Perspective MF the Management Company will invest the funds raised mainly in liquid stocks, tradable rights, accepted for trading on Bulgarian and foreign regulated markets. Investments in debt securities and fixed income instruments will be made predominantly for maintaining liquidity and at times of market disruption.
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Investors should note that the value of their shares in a mutual fund and the yields from them can go down, profits are not guaranteed and they run the risk of not recovering their investment in full. Investments in mutual funds are not guaranteed by an insurance fund or otherwise. Past performance of a mutual fund is not indicative of the future results of its operations.