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BRD Asset Management

Capital structure

BRD - Groupe Société Générale: 99,97%

BRD Asset Management S.A.I. manages 7 investment funds:

  1. BRD Simfonia - Open investment fund with investments predominantly on the market of fixed income instruments and instruments specific to the money market, such as: government securities (issued by the Romanian state or by other states, issued by local or central public authorities), bonds corporate, bank deposits;
     
  2. BRD Obligatiuni - An open-ended investment fund, which aims to make investments in the market of fixed income instruments, in particular corporate bonds, as well as other liquid assets such as: money market instruments, securities admitted to the official share of a stock exchange , bank deposits at sight and term credit institutions;
     
  3. BRD Diverso Class A and E- Open diversified (mixed) investment fund, with two classes of fund units denominated in RON and EUR. It invests in several categories of financial instruments: equities, money market instruments and fixed income instruments, state and corporate bonds, bank deposits. The fund uses the Constant Proportion Portfolio Insurance (CPPI) investment strategy, which aims to limit, as far as possible, the losses that would be recorded in the event of the markets falling to the protected value;
     
  4. BRD Class A and E Shares - Open investment fund with two classes of fund units denominated in RON and EUR, which invests mostly in shares in Romania, up to 90% and 10% other assets with high liquidity such as they would be: bank deposits, fixed income instruments, as well as financial instruments allowed by the legislation in force. The fund aims to achieve relatively high financial performance in terms of maintaining the investment over a longer time horizon;
     
  5. BRD Euro Fund - Open investment fund denominated in Euro. It has a diversified portfolio, pursuing investments mainly on the market of fixed income instruments, bank deposits and money market instruments. It is an investment alternative with high liquidity;
     
  6. BRD Global Class A and E - Open investment fund, with two classes of fund units denominated in RON and EUR, with investments predominantly on mature stock markets, such as in the United States, Europe and Japan, but can invest and in assets with exposure to emerging markets, in compliance with the regulations in force. Strategic allocation from the point of view of asset classes: 75% shares or equity securities issued by funds that invest predominantly in shares and 25% in other assets such as bank deposits, fixed income instruments, and other instruments permitted by law in force;
     
  7. BRD USD Fund - Open investment fund denominated in USD. It has a diversified portfolio, pursuing investments mainly on the market of fixed income instruments, bank deposits and money market instruments. It is an investment alternative with high liquidity offering diversification in terms of financial performance and low risk.

At this moment, we offer investors the opportunity to invest in the funds of BRD Actions, BRD Diverso and BRD Global and in EURO.

BRD Asset Management S.A.I. is among the most important companies of this type in Romania. With a diversified offer of investment products, BRD Asset Management S.A.I. manages to cover the requirements of a wide range of investors.