Interactive Learning Module 1: Mutual Funds
The first video training for mutual funds in Bulgaria.
Investing for Income
Realize additional earnings from your free money in low to high risk funds
EXCELLENT Financial Plan - for your investment goals
Determine a monthly installment, choose a mutual fund, invest regularly
Choose a mutual fund
About Mutual Funds
Benefits of investing in mutual funds
– Professional asset management by dedicated highly qualified financial analysts and portfolio managers whose day-to-day work is aimed at delivering the best results to investors
– Investing in a diversified portfolio of securities with the aim of minimizing the systematic risk of investing in assets with a similar risk profile
– High liquidity of the investment due to the obligation of the mutual funds to redeem the shares or units from the investors upon request
– Economies of scale by reducing transaction costs
– High degree of transparency of the investment – Mutual funds are legally obliged to keep records for the collection and spending of cash and their activity is controlled by the Financial Supervision Commission and the Custodian Bank
– Tax allowances – natural persons and legal entities do not owe taxes on the income from transactions in units/shares of mutual funds concluded on a regulated Bulgarian securities market, including on the buying back of units/shares from the respective funds at the office
