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Sofia 1407, 55 Nikola Vaptzarov Blvd, EXPO 2000

SWIFT/BIC

RZBBBGSF


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Call Center

Phones

0700 10 000 (Vivacom)

17 21 (A1 and Yettel)

E-mail

call.center@kbcbank.bg

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Monday - Friday: 8:00 a.m. - 8:00 p.m

Saturday: 9:00 a.m. - 3:00 p.m.

Calls to 0700 10 000 are charged according to your tariff plan for calls to 0 700 numbers.

Calls to 1721 are billed as A1-A1 or Yettel-Yettel according to the subscribers own rate plan.


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24 hours bank cards and POS terminals assistance center

Phones

0700 10 000 (Vivacom)

17 21 (A1 and Yettel)

(+359 2) 962 41 02


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E-mail: press.pr@kbcbank.bg


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Sofia 1407, 55 Nikola Vaptzarov Blvd, EXPO 2000


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    Conservative Fund Bulgaria

    Investment in the right target

    Advantages

    • Yield

      Investments in mutual funds give you an opportunity to make better returns.

    • Liquidity

      You can use the money when necessary. If you choose to sell part or all of your stake, you will receive any returns accumulated so far.

    • Tax relief

      The returns made on your investment are tax-free (both for individuals and entities).

    • Savings

      You don’t have to pay a subscription fee or a redemption fee for any investment held longer than 1 year; you also get to use a free account to service your investment.

    • Professional management

      KBC Investment Management EAD is the best management company in Bulgaria for 2016, 2017, 2018 and 2020 (EMEA Finance).

    Details

    What is the fund and where does it invest?

    • Conservative Fund Bulgaria

      Conservative Fund Bulgaria was launched on 16 March 2006 and is the biggest mutual fund in Bulgaria managed by KBC Investment Management

    • Debt securities

      Conservative Fund Bulgaria invests up to 100% of its assets in government debt, issued and/or guaranteed by the Republic of Bulgaria, with maturity of up to 5 years; up to 10% in corporate bonds of Bulgarian issuers; no less than 5% in cash and bank deposits with maturity of up to 12 months. The investment purpose of the fund is to realize capital gains by taking low to moderate risk.

    • Conservative Fund Bulgaria is a low to moderate risk investment.

    Investment horizon of the fund: 2.5 years

    Minimum investment in the fund: BGN 30

    Fees and management

    Fees*

    Subscription fee 0,00 %
    Redemption fee
    For investments longer than 1 year 0,00 %
    For investments under 1 year 0,30%

    *The fee is included in the buy-back price and is not deducted separately.

    Management fee*

    The management company charges commission of up to 0.50% of the average annual net asset value of Conservative Fund Bulgaria and is calculated daily.

    *The fee is included in the unit price and is not deducted separately.

    How to apply

    To invest in the mutual funds of KBC Investment Management, please visit your local KBC Bank office.

    Application criteria

    Mutual funds are suitable for individual, corporate and institutional clients.

    More information on the KBC Investment Management: Conservative Fund Bulgaria.

    Investing in mutual funds is related to certain risks. The value of the units and income generated from them may decrease. Earnings are not guaranteed and there is a risk for the investors to not recuperate the full amount of their investments. Investments in mutual funds are not secured by a Guarantee Fund, established by the State or any other type of guarantee. The future performance of mutual funds are not necessarily related to the results of previous periods.

    The information presented is not a recommendation for investment in financial instruments, including units of mutual funds organized and managed by KBC Investment Management and should not be construed as such. For investors it is advisable to get acquainted with the current prospectuses and rules of mutual funds before deciding to invest. Full prospectuses and additional information about mutual funds may be obtained at the offices of KBC Investment Management and KBC Bank, as well as on the website of KBC Investment Management.

    Contacts

    KBC Investment Management

    Address: Sofia 1407, 55 Nikola Vaptzarov Blvd, EXPO 2000, Phase ІІ
    Phone: (+359 2) 91 985 500, (+359 2) 91 985 467
    Fax: (+359 2) 943 33 65
    Business hours:
    Weekday 08:30 h. - 17:30 h.

    Call Center

    0700 10 000 (Vivacom)
    17 21 (A1 and Yettel)
    Business hours:
    Weekday 08:00 h. - 20:00 h.
    Saturday 09:00 h. - 15:00 h.

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