Open-end investment fund denominated in both RON, EURO and USD, with a flexible investment allocation, being able to invest both in Romania and on global markets. The Fund's strategic allocation is 60% shares and 40% other assets, but it may deviate significantly from it.
The objective of the fund is to obtain favorable long-term returns, by capitalizing on investment opportunities in the financial markets of stocks, bonds and monetary instruments.
Through the investments made, the fund aims to provide customers with 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.
You can choose this fund if you want to invest long-term in the stock and bond markets without limiting yourself to a certain predefined exposure of assets or a geographical area. If you want a dynamic portfolio that seeks to capitalize on investment opportunities in the financial markets of stocks, bonds and monetary instruments then this fund may be for you.
Given the fund's profile, it is appropriate if you are willing to accept a high degree of risk.
ISIN Class RON: RO7HSRAS5OZ5
ISIN Class EUR: ROHDSOCNJZH8
ISIN Class USD: ROMN0819U4K3
Decizie autorizare ASF: 67/28.04.2022
Registru ASF: CSC06FDIR/400125/28.04.2022
GIIN: YCEN9M.00009.SF.642/ 02.05.2022
LEI: 787200PXY46788L47P38
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.
Past performance is no guarantee of future results. Returns may rise or fall due to exchange rate fluctuations.
