BRD Global

RONEURUSDSRRI RON 3/7?SRRI EUR 3/7?SRRI USD 4/7?5 ani

Open-ended investment fund with placements predominantly in global equity markets such as the United States of America, Europe and Japan. The fund will make investments mainly through tradable ETF-type UCITS.

The fund promotes environmental and social characteristics and considers that the issuers in which it invests directly or indirectly follow good governance practices.

The fund's strategic allocation is 90% in equities or ETFs with exposure to global equity markets and 10% in other assets such as deposits and fixed income financial instruments. Through the investments made, the fund aims to offer clients high liquidity and diversification.

The performance of the Fund may be influenced by the negative performance of one or more financial markets in which the Fund invests. In this sense, there is no form of guarantee for the investments made by investors.

Fund Info

Archive

Who does it suit?

You can choose this fund if you want to invest in the international capital markets for the long term. If you want a diversified portfolio of shares listed in the United States, Europe, Japan as well as other markets then this fund may be for you. Given the profile of the fund, it suits you if you have a long-term investment horizon and are willing to accept a high degree of risk. You can invest in this fund in RON, EUR and USD currencies.

ISIN Class RON: ROFDIN0001E7
ISIN Class EUR: ROQDDMSGKS66
ISIN Class USD: ROP5L22AK6R8
Decizie autorizare ASF: 453/30.03.2010
Registru ASF: CSC06FDIR/400065/30.03.2010
GIIN: YCEN9M.00007.SF.642
LEI: 5493004713YDSTEKZF64

Track the Class RON's evolution on Bloomberg*.
Track the Class EUR's evolution on Bloomberg*.
Track the Class USD's evolution on Bloomberg*.
* The information is processed and provided by the third-party entity Bloomberg, and BRD Asset Management S.A.I. S.A. assumes no responsibility regarding the content of the information provided by Bloomberg.

History

Past performance is no guarantee of future results. Returns may rise or fall due to exchange rate fluctuations.

Fund unit evolution

Annualized performance*

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The graph represents the annualized net performance for the mentioned periods. The past performances of the funds do not represent a guarantee of future achievements. This graph is an informative note and does not intend in any way to recommend or advise on a particular investment strategy, the decision being wholly owned by the investor.

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