Caret Up Icon Back to top button

Direct Investment

Direct investments in Amundi Group mutual funds. Entrust us your investment plan. Your funds will be managed by the investment market leader in Bulgaria, Amundi Asset Management.

Direct Investment

Advantages

  • Access to high-quality low investment resources
  • Purchase of shares of a basket including stocks and bonds of many companies in different sectors and locations worldwide
  • Transparency in the management of investments
  • Risk diversification
  • High liquidity of funds
  • The opportunity to create resources for achieving your life plans
  • Non-taxable capital gains from investments in mutual funds

Characteristics

Choose your investment strategy in line with your wishes.

The Funds are comprised of Sub-Funds with various investment strategies and can offer a solution for different financial goals. Each Sub-Fund has a different yield potential and risk profile (from conservative to a dynamic one). Let your funds use the growth potential of the international capital markets.


Minimum amount for each next investment

Icon

150 EUR / USD

Fees

Icon

The entry fee depends on the selected Fund. For more information, ask your banker at UniCredit Bulbank.

Currency

Icon

USD / EUR

Minimum amount for each next investment

Icon

150 EUR / USD

Investment time horizon

Icon

Long-term


The Funds have being offered to local and foreign individuals and legal entities (except for US citizens and companies in which capital participate citizens or companies of the USA).


 

Amundi Asset Management

Aims to make investment solutions available to a wide circle of investors. They always put our clients first in order to establish a longterm relationship, which is based on mutual trust.

Amundi Asset Management is managing over € 1.7 trillion as at 31.03.2021in more than 160 funds and are present in 37 countries and in all capital markets.

They were awarded by Financial News as the best AUM company globally for 2017.

History

Amundi Asset Management, now part of Amundi Group, has more than 80 years of experience in the offering and management of mutual funds. The first mutual fund of Amundi Asset Management, Pioneer Fund, founded in 1928, is one of the four oldest funds in the USA.

Amundi Asset Management in Bulgaria

Pioneer Investments is the first foreign company for assets’ management offering investment products in Bulgaria, in cooperation with UniCredit Bulbank.

Securities (units) of the registered in Luxembourg Amundi Group mutual funds are offered in Bulgaria. The find consists of several sub-funds and is acting as an “umbrella” type of fund. It gives the investors possibility to choose between one or more investment goals through the investment in one or more sub-funds.

Amundi Group Funds

Amundi Group Funds are registered in Luxemburg and admitted to public trading in accordance with the EU Directives.

In Bulgaria class “A” units are being offered, which are non-distributive (do not distribute any dividend) and distributive (distribute dividend) in EUR and/or USD, in the following funds.

 

  • Equity sub-funds
  • Bond sub-funds
  • “Total Return” sub-funds
  • Short-term sub-funds
  • Balanced Fund
  • CPR Invest Funds
  • Russian stocks
  • European Equity funds
  • US Equity funds
  • Cash Funds
  • Protect 90
  • Polen Capital Global Growth

 

Information on all funds and their prospectuses are available on the official website of Amundi Asset Management.

Investments in Mutual Funds

Detailed information about Amundi Group and investment opportunities can be obtained:

  • In all branches of UniCredit Bulbank
  • In the Prospectus and Rules for Management Regulations for Amundi Group, and Additional Information for Bulgarian investors regarding Amundi Group offered in Bulgaria.

Risk warning

The value of shares of the Funds and the income from them can go down, profits are not guarenteed and there is a risk that investors may not recover the full amount of money.

A remote process:

  • Easily and without visiting the Bank;
  • Fill in a short online form;
  • An expert of ours will contact you in order to answer all of your questions;
  • Complete the process entirely remotely.

The Bank performs activities of sub-distribution of shares/units of the Funds pursuant to an agreement concluded with Amundi Czech Republic Asset Management, A.S., which is a company established and operating in compliance with the laws of the Czech Republic, and has been appointed by the Managing Company as a distributor of shares/units of the Funds.


 

Similar Products