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EF Principal
Investment Strategy

The main purpose of the investment activities of the fund is to increase the value of the shares owned by investors at a rate similar to that of short-term deposits in the banking sector, while maintaining a guaranteed maximum liquidity and a low risk for the investors. The realized profit is not distributed among the shareholders, but is reinvested in order to further increase the value of the shares.

‘EF Principal’ has a moderate to high risk profile, investing primarily in shares of Bulgarian companies, shares/units in other UCITs, corporate bonds and mortgage bonds, which are traded on regulated markets.

Shares in Bulgarian companies, which are traded on the Bulgarian stock exchange, are key element of the investment strategy. They represent 55-60% of the portfolio. Bulgarian government and corporate bonds  account for 25-35% of the AUM of ‘EF Principal’.

Attention!
We would like to warn you that the previous results of the fund do not necessarily have any relation with the future results, and the value of the investment and profit might decrease. There is a risk that investors might not be able to recover all of the invested funds. The investments in the fund are not secured by a guarantee fund created by the government or by any other type of guarantee.
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