BRD Diverso

Investment fund of diversified (mixed) type.

It invests in several categories of financial instruments (equities, monetary and fixed income instruments, state and corporate bonds).

The protected value of the fund pursued by the administrator, but not guaranteed, represents 90% of the maximum value of the unit net asset registered in the last 12 months prior to the current date. The implementation of the investment strategy known in the literature as the Constant Proportion Portfolio Insurance (CPPI) will take into account the fluctuations of VUAN in the reference currency of the fund. Taking into account that the Fund also issues fund units denominated in both RON and EURO, the level of protection will be different between the two classes, depending on currency fluctuations and the cost of hedging operations.

The fund allows for relatively stable financial performance (the stability offered by fixed income and monetary instruments is combined with the broader dynamics of equity instruments).

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.

Poți alege acest fond dacă dorești să investești pe termen mediu într-un portofoliu diversificat de acțiuni din România, obligațiuni și instrumente monetare însă dorești în același timp să protejezi capitalul investit prin limitarea, pe cât posibil, a pierderilor potențiale la maxim 10%. Având în vedere profilul fondului, acesta este potrivit dacă ești dispus să accepți un grad mediu de risc. Poți investi în acest fond atât în RON cât și în euro.