Investment funds

Higher yield

compared to conventional saving products

Alternative

for placement diversification

Support and advice

from BRD consultants

 

How it works

Investment funds allow you to invest in money markets, bond markets and stock markets, providing you with a wide range of placements and customized management techniques of liquidities.

The investment funds are the ideal solution for your business if you have additional financial resources and want to invest them for a longer period of time, according to the risk and performance level desired.

What investment fund can you choose?

BRD Simfonia (previous Simfonia 1) - open-end investment fund with exclusive placements in money market instruments and fixed income instruments. Thanks to its features (liquidity, accessibility, performance), BRD Simfonia meets the companies’ needs of treasury effective management, representing an alternative to conventional placements: deposits, securities, certificates of deposit.

BRD Obligatiuni - open-end investment fund specialized in placements in bonds and money market instruments, allowing a greater yield than bank interest and accepting a medium risk level.

BRD Euro Fond - open-end investment fund in Euro with placements in money market instruments and fixed income instruments, allowing a greater yield than bank interest and accepting a low risk level.

BRD USD Fond - open-end investment fund in USD with placements in money market instruments and fixed income instruments, allowing a greater yield than bank interest and accepting a medium-low risk level.

BRD Actiuni (previous Actiuni Europa Regional) - open-end investment fund with an investment policy specialized in stocks and higher potential yield, accepting a medium-high risk level.

BRD Diverso (previous Diverso Europa Regional) - open-end investment fund specialized in diversified placements, allowing for a greater yield than bank interest and accepting an appropriate risk level.

BRD Index (previous Index Europa Regional) - investment fund in Index Tracker stocks, allowing for a greater yield than bank interest and accepting a medium-high risk level.

 
 
Extra benefits!
Tandem Offer: preferential interest rate on deposits in Lei or EUR, if you subscribe in the same time to one of the investments funds managed by BRD Asset Management.

Frequent questions

What does the redemption of investment fund units suppose?


Upon the redemption of investment fund units, you must be aware that:

- this can be done anytime, at any BRD unit, by filling in a Redemption application;
- for redemption transactions, the funds may charge redemption fees according to the Prospectus;
- fund units and unit fractions can be redeemed according to the Prospectus, but no less than one unit. In case of a redemption transaction, less than one fund unit remains in the securities account, the fraction will be mandatory redeemed;
- the amounts collection following redemption is done by bank transfer in current account.