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Asset Management

Questionnaire

The questionnaire below provides a simplified approach to selecting the most appropriate investment alternative. This questionnaire will help you decide which of our solutions is right for you.

Important considerations when choosing your investment product

YOUR TIME HORIZON

When will you begin withdrawing your money from your account? If that date is many years away, you may be comfortable with a portfolio that carries a greater potential for appreciation and higher level of risk. There’s more time to weather the inevitable ups and downs of the market.

YOUR RISK TOLERANCE

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important that you select investments that fit within your level of tolerance for this risk.

YOUR INVESTMENT AMOUNT

Are you a retail client or you have substantial personal wealth? FFBH AM mutual funds provide excellent opportunity for retail investors to benefit from the potential of equity and bond markets by taking advantage of diversification, professional management and low trading costs. If you plan to invest any amount less than BGN 50,000 please continue to Investment in Mutual Funds.

If you are a high net worth individual (the amount of your investment exceeds BGN 50,000) and you want to delegate the management of your assets to professionals, who respect each customer’s investment requirements and personal goals, please continue to Discretionary Portfolio Management.

Investment in Mutual Funds
Discretionary Portfolio Management
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