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EXCELLENT Financial Plan

The EXCELLENT FINANCIAL PLAN (EFP) product is an individual plan for investing in mutual funds organized and managed by Concord Asset Management, which is tailored to the preferences of each individual investor and allows to periodically subscribe units of a selected fund for the amount previously specified by the investor.

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Балансиран профил Concord Fund 1 Stocks and Bonds Open
Високорисков профил Concord Fund 2 Equity Open
АИФ Concord Fund 8 Alternative Investment
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Warning to investors

Investors in Mutual Funds shares/units should bear in mind that: the value of the shares/units and the income from them may decrease – the profit is not guaranteed and the investors take the risk of not returning their investments in full; investments in mutual funds are not guaranteed by a guarantee fund set up by the State or by another type of guarantee; past performance of the funds does not necessarily relate to their future performance. The prospectus and the founding acts of the funds are publicly available at the office of Concord Asset Management as well as on the company’s website. A summary of the rights of unitholders of units issued by mutual funds managed by Concord Asset Management AD is available here.

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