Investment Funds Amundi
Advantages
- Access to high-quality low investment resources
- Purchase of shares of a basket including stocks and bonds of many companies in different sectors and locations worldwide
- Transparency in the management of investments
- Risk diversification
- High liquidity of funds
- The opportunity to create resources for achieving your life plans
- Non-taxable capital gains from investments in mutual funds
Characteristics
Choose your investment strategy in line with your wishes.
The Funds have being offered to local and foreign individuals and legal entities (except for US citizens and companies in which capital participate citizens or companies of the USA).
Currency
IconUSD / EUR
Minimum amount for each next investment
Icon150 EUR / USD
Minimum amount for each next investment
Icon150 EUR / USD
Investment time horizon
IconLong-term
- Additional Information for Bulgarian investors regarding Pioneer Funds offered in Bulgaria 115.7 KB
- Prospectus and Management Regulations for Pioneer Funds 783.4 KB
- Simplified Prospectus for Pioneer Funds 2.3 MB
- Prospectus and Management Regulations for Pioneer P.F. 560.5 KB
- Simplified Prospectus for Pioneer P.F. 485.7 KB
Amundi Asset Management
Management, sales and distribution of mutual funds and alternative investment programs. Pioneer Investments is managing over € 1.4 trillion as at 31.12.2017 in more than 160 funds.
History
Amundi Asset Management has more than 80 years of experience in the offering and management of mutual funds. The first mutual fund of Amundi Asset Management, Pioneer Fund, founded in 1928, is one of the four oldest funds in the USA.
Amundi Asset Management in Bulgaria
Pioneer Investments is the first foreign company for assets’ management offering investment products in Bulgaria, in cooperation with UniCredit Bulbank.
Securities (units) of the registered in Luxembourg Amundi Group mutual funds are offered in Bulgaria. The find consists of several sub-funds and is acting as an “umbrella” type of fund. It gives the investors possibility to choose between one or more investment goals through the investment in one or more sub-funds.
Amundi Group Funds
Amundi Group Funds are registered in Luxemburg and admitted to public trading in accordance with the EU Directives.
In Bulgaria class “A” units are being offered, which are non-distributive (do not distribute any dividend) and distributive (distribute dividend) in EUR and/or USD, in the following funds.
- Equity sub-funds
- Bond sub-funds
- “Total Return” sub-funds
- Short-term sub-funds
- Balanced Fund
- Commodity Fund
- Russian stocks
- European Equity funds
- US Equity funds
Information on all funds and their prospectuses are available on the official website of Amundi Asset Management.
Investments in Mutual Funds
Detailed information about Amundi Group and investment opportunities can be obtained:
- In all branches of UniCredit Bulbank
- In the Prospectus and Rules for Management Regulations for Amundi Group, and Additional Information for Bulgarian investors regarding Amundi Group offered in Bulgaria.
Required documents
Account opening request
Risk warning
The value of shares of the Funds and the income from them can go down, profits are not guarenteed and there is a risk that investors may not recover the full amount of money.