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Asset Management

Investment objectives, strategy and policy

FIB Garant is a benchmark-agnostic open-ended conservative mutual fund, registered in Bulgaria. Through an investment in FIB Garant we offer investors an alternative to bank deposits that has a potential for higher return for a small rise in level of risk by investing up to 20% of assets in a portfolio of 4-6.

The primary investment objective of FIB Garant is to achieve stable long-term growth of its unit price through investments in fixed-income securities, bearing low level of risk. An additional objective of the Fund is to provide ongoing liquidity for its shareholders’ investments.

FFBH Asset Management manages actively the equity and bond portfolio of FIB Classic. The equity allocation is managed using a combination of top-down approach and event-driven stock selection. We base our selection process of attractive and undervalued stocks both on our in-house valuation models and contacts with leading local brokers, providing investment ideas and equity research.

General investment limits of FIB Garant applied:

 

 

Securities

% of assets held

1

equities, share rights and other securities, equivalent to equities, admitted to or traded in Bulgaria

Up to 20%

2

equities, share rights and other securities, equivalent to equities, admitted to or traded in EU state or third country, approved by FSC

Up to 20%

3

units of collective investment undertakings, authorized to pursue business according Council Directive 85/611/EEC and/or of other collective investment undertakings, provided that they invest no more than 10% of their assets in units of other collective investment undertakings.

Up to 10%

4

Bank deposits

Up to 50%

5

Mortgage bonds

Up to 90%

6

Corporate bonds

Up to 100%

7

Sovereign bonds

Up to 100%

8

Securities or money market instruments issued by or guaranteed by a Member State, third country, approved by FSC or international organization

Up to 90%

9

Recently issued securities, which are to seek admission for trading on a regulated market

Up to 20%

10 Derivatives, according to art. 38 para. 1.7 of CISOUCIA Up to 20%

11

Other securities, according to art….. of CISOUCIA

Up to 30%

12

Other financial instruments, allowed by law, not mentioned above

Up to 10%

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