Balanced Portfolio

Bulgarian Stocks

Up to 50% of the portfolio’s value will be invested in stocks of companies traded on the Bulgarian Stock Exchange - Sofia.

Foreign Company Stocks

Up to 50% will be invested in stocks of companies traded on international exchanges.

•      USA – up to 50% of the investments in stocks
•      Europe – up to 50% of the investments in stocks
•      Other stocks – up to 10% of the investments in stocks

Financial Derivatives (Futures and Options)

Up to 10% of the portfolio’s value will be invested in futures and options accepted for trading on international exchanges.

FX Market

Up to 10% of the portfolio’s value will be invested in spot and forward foreign exchange contracts on margin basis.

Shares of Collective Investment Schames, traded on the Bulgarian Stock Exchange - Sofia

Up to 50% of the portfolio's value.

Bonds

Up to 100% of the portfolio’s value.

Financial Market Instruments

Up to 100% of the portfolio’s value.