Investment funds

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INVESTMENT FUNDS include a wide range of benefits:

DIVERSITY

of placements

ATTRACTIVE YIELD

compared to the classic saving products

ASSISTANCE

and professional consultancy

COMMISSIONS

0 on subscription and redemption

Fixed income funds

UCITS* BRD Simfonia (denominated in RON) is an open investment fund, with investments mainly in fixed income instruments: deposits, certificates of deposit, government bonds, revo-repo contracts, bonds and money market instruments.

It is an investment alternative with high liquidity.

It offers diversification in terms of financial performance and low risk and does not invest in shares.

UCITS* BRD Simplu (denominated in RON) is an open-end investment fund, which aims to make investments of up to 100% in bank deposits, money market instruments and fixed income instruments. It is a highly liquid investment alternative.

It aims to obtain income through stable financial performance.

UCITS* BRD Euro Fond (denominated in EUR). It has a diversified portfolio, making investments predominantly on the bond markets in fixed income and monetary instruments. It is an investment alternative with immediate liquidity.

It offers diversification in terms of financial performance and minimal risk.

The Fund does not invest in shares.

UCITS* BRD USD Fond (denominated in USD) has a diversified portfolio, making investments predominantly on the bond markets in fixed income and monetary instruments.

It is an investment alternative with immediate liquidity, offering diversification in terms of financial performance and low risk.

The Fund does not invest in shares.

UCITS* BRD Obligatiuni (denominated in RON) is an open-ended investment fund, which aims to make investments on the market of fixed income instruments, especially the corporate bond market as well as other liquid assets (money market instruments, in securities admitted to the official share of a stock exchange, as well as in bank deposits at credit institutions, sight and term).

The fund does not invest in shares.

Equity and diversified funds

Equity funds

UCITS* BRD Actiuni Class A and E (denominated in RON and EUR) is an open investment fund that invests mainly in shares of Romania, up to 90% and 10% other assets with high liquidity such as: deposits, fixed income instruments, as well as financial instruments allowed by the legislation in force.

It aims to achieve relatively high financial performance while maintaining the investment over a longer time horizon.

UCITS* BRD Global Class A, E and USD (denominated in RON, EUR and USD) is an open-end investment fund with investments mainly in global equity markets, in particular by investing in exposure to tradable ETF-type UCITS that are exposed to the United States, Europe, Japan, as well as in other markets.

Strategic (long-term) allocation of the Fund in terms of asset classes: 75% of shares or equity securities issued by funds that invest mainly in shares and 25% and 25% of other assets such as deposits, fixed income instruments, as well as other financial instruments permitted by applicable law.

The fund will maintain a high degree of liquidity, taking into account the risk involved in investing in shares and the liquidity of the assets in the portfolio.

Diversified funds

UCITS* BRD Diverso Class A and E (denominated in RON and EUR) is an investment fund of diversified (mixed) type. It invests in several categories of financial instruments (equities, monetary and fixed income instruments, state and corporate bonds). It uses the investment strategy known in the speciality literature as Constant Proportion Portfolio Insurance (CPPI) 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 (the maximum value recorded in the previous 12 months).

Current date, except for the period immediately following the authorization of the prospectus when the maximum value for the period between the authorization date and the current date will be taken into account. Allows obtaining relatively stable financial performances (the stability offered by the fixed income and monetary instruments is combined with the higher dynamics). Wide range of equity instruments).

Find more about investment funds HERE.

Open-end investment funds are investment alternatives with different potential returns, correlated with the degree of risk assumed.

Risk of BRD Simfonia fund is low
Risk of BRD Simplu fund is low
Risk of BRD Euro Fund is medium-low
Risk of BRD USD Fund is medium-low
Risk of BRD Obligatiuni is medium-low
Risk of BRD Diverso Class A and E is medium-low
Risk of BRD Actiuni Class A and E is medium-high
Risk of BRD Global Class A, E and USD is medium-hig

*UCITS = Undertakings for the Collective Investment in Transferable Securities

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Investment
Investment funds

Your plans start with desires and are made through investments!

What to do:

Benefits

Fixed income funds

Equity and diversified funds

Equity funds

Diversified funds

Open-end investment funds are investment alternatives with different potential returns, correlated with the degree of risk assumed.

Commissions

Search form

Investment Investment funds

Your plans start with desires and are made through investments!

What to do:

Benefits

Fixed income funds

Equity and diversified funds

Equity funds

Diversified funds

Open-end investment funds are investment alternatives with different potential returns, correlated with the degree of risk assumed.

Commissions

Investment
Investment funds