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ExpertEase Strategies

Don't have the time or knowledge to invest? If you choose this strategy, the experts from UBB Asset Management will do it for you. They base investment decisions on an in-depth analysis, including financial and economic development, market trends, and the risk profile of the investor, so that he feels in his comfort zone.

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Strategies - UBB ExpertEase

UBB ExpertEase Defensive Tolerant UBB ExpertEase Defensive Tolerant

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds. Note: Due to technical reasons related to the adoption of euro in Bulgaria and the change in the Fund's currency, additional information for the Master Sub-Fund for December 2025 and January 2026, may be temporarily incomplete in the "Net Assets", "Past Performance by Year" and "Annualized/Cumulative Returns" sections. The published "Latest Net Asset Value" for December is as of 22/12/2025. Following the Funds' conversion on 30/01/2026, the information will be updated.

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UBB ExpertEase Dynamic Balanced UBB ExpertEase Dynamic Balanced

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds. Note: Due to technical reasons related to the adoption of euro in Bulgaria and the change in the Fund's currency, additional information for the Master Sub-Fund for December 2025 and January 2026, may be temporarily incomplete in the "Net Assets", "Past Performance by Year" and "Annualized/Cumulative Returns" sections. The published "Latest Net Asset Value" for December is as of 22/12/2025. Following the Funds' conversion on 30/01/2026, the information will be updated.

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UBB ExpertEase Highly Dynamic Tolerant UBB ExpertEase Highly Dynamic Tolerant

Suitable for investors who are tolerant of a higher level of loss and are willing to take high risk. The target distribution is 75% for shares and 25% for bonds. Note: Due to technical reasons related to the adoption of euro in Bulgaria and the change in the Fund's currency, additional information for the Master Sub-Fund for December 2025 and January 2026, may be temporarily incomplete in the "Net Assets", "Past Performance by Year" and "Annualized/Cumulative Returns" sections. The published "Latest Net Asset Value" for December is as of 22/12/2025. Following the Funds' conversion on 30/01/2026, the information will be updated.

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UBB ExpertEase Dynamic Tolerant UBB ExpertEase Dynamic Tolerant

Suitable for investors who are tolerant of some loss and are willing to take higher risks. The target distribution is 55% for shares and 45% for bonds. Note: Due to technical reasons related to the adoption of euro in Bulgaria and the change in the Fund's currency, additional information for the Master Sub-Fund for December 2025 and January 2026, may be temporarily incomplete in the "Net Assets", "Past Performance by Year" and "Annualized/Cumulative Returns" sections. The published "Latest Net Asset Value" for December is as of 22/12/2025. Following the Funds' conversion on 30/01/2026, the information will be updated.

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UBB ExpertEase Defensive Balanced UBB ExpertEase Defensive Balanced

Suitable for investors who are tolerant of some loss and are willing to take high risks. The target distribution is 30% for shares and 70% for bonds.

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Strategies - KBC funds

(previous)

Important! There is a different tax regime for foreign funds and you should consult the NRA or your tax advisor.

Horizon KBC Defensive Responsible Investing

Horizon KBC Defensive Responsible Investing invests directly or indirectly in various asset classes, such as shares and/or share-related investments (the ‘stock component’), bonds and/or bond-related investments (the ‘bond component’), money market instruments, cash and cash equivalents, and/or alternative investments (including real estate and financial instruments that are linked to price movements on the commodity market). The target allocation is 30% shares and/or share-related investments (stock component) and 70% bonds and/or bond-related investments (bond component).

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Horizon Dynamic Responsible Investing

Horizon KBC Dynamic Responsible Investing invests directly or indirectly in various asset classes, such as shares and/or share-related investments (the ‘stock component’), bonds and/or bond-related investments (the ‘bond component’), money market instruments, cash and cash equivalents, and/or alternative investments (including real state and financial instruments that are linked to price movements on the commodity market). The target allocation is 55% shares and/or share-related investments (stock component) and 45% bonds and/or bond-related investments (bond component).

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Horizon Highly Dynamic Responsible Investing

Horizon KBC Highly Dynamic Responsible Investing aims to achieve the highest possible return by investing in line with the investment strategy of KBC Asset Management NV. The target allocation for the asset classis is 75% shares and/or share-related investments ( stock component) and 25% bonds and or bond-related investments ( bond component). The fund invests directly or indirectly in various asset classes, such as shares and/or share-related investments (the ‘stock component’), bonds and/or bond-related investments (the ‘bond component’), money market instruments, cash and cash equivalents, and/or alternative investments (including real estate and financial instruments that are linked to price movements on the commodity market).

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