EF Rapid’ is a balanced type fund. It invests in securities, which are listed on a regulated market in Bulgaria, including shares, debt securities and fixed income instruments.
Investment strategy of ‘EF Rapid’ is to invest 40-45% in fixed income instruments and shares of leading Bulgarian companies. Shares/units of other UCITs are up to 10% of the portfolio.
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.