Investor Profile

Target Group:

  • Risk/Yield;
  • Investing through the Fund or on Your Own (for Professionals);
  • Legal Status of the Target Group;
  • Long-Term Investment and Reason – Portfolio Diversification.

The main group of investors targeted by the Fund are small and medium investors with incomes above the country average with good investment culture, and average and high risk tolerance. These are institutional investors wishing to participate in the risk assets market but would not accept the risk of making their own choice which assets to invest in. The Fund offers them the possibility to manage their investment risk, while keeping the possibility to realize higher gains.

Municipal Bank Perspective MF is intended for persons (individuals, companies, institutions) that:

  • Are willing to take moderate to high investment risk for achieving higher yields;
  • Wish to have secure and quick liquidity without this affecting the investment gain realized;
  • Are ready to invest funds in the long run;
  • Wish to diversify risk in their own portfolio;
  • Want their money managed by professionals in the financial markets.

We believe that the shares in Municipal Bank Perspective MF are suitable for Bulgarian and foreign individuals, trade companies and NPO’s and institutions wishing to invest a part of their funds in financial markets, in a diversified product structured mainly with stocks at a moderate and high risk level and a possibility to achieve higher yields.
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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.

contact

1000 Sofia, 10 Vrabcha Str.

Tel.: + 359 2 935 65 22
Fax: + 359 2 935 66 15
E-mail: [email protected]