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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

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