Investment Funds Amundi
Advantages
- Access to high-quality investment funds at a low amount of investment;
- Purchase of units of a basket including shares and bonds of a large number of companies operating in various sectors and locations worldwide;
- Transparency in investment management;
- Risk diversification;
- High liquidity of the funds;
- Possibility to realise your life plans using the funds acquired through the investment;
- Non-taxable capital gains from investment in mutual funds.
Features
Select an investment strategy that matches your wishes.
The funds comprise sub-funds with various investment strategies and they can offer a solution for different financial goals. Each sub-fund has a different yield potential and risk profile (from conservative to dynamic). Let your funds take advantage of the growth potential of international capital markets.
Minimum initial investment amount
IconEUR/USD 500
Fees
IconThe initial fee depends on the selected fund. For more information, ask your banker at UniCredit Bulbank.
Currency
IconUSD or EUR
Minimum amount for each following investment
IconEUR/USD 150
Savings time horizon
IconLong-term
The fund is offered to local and foreign individuals and legal entities (except for citizens of the USA and legal entities with shareholders that are US citizens or companies).
Amundi Asset Management
Aims to make investment solutions available to a wide circle of investors. They always put our clients first in order to establish a longterm relationship, which is based on mutual trust.
Amundi Asset Management is managing over € 1.7 trillion as at 31.03.2021in more than 160 funds and are present in 37 countries and in all capital markets.
They were awarded by Financial News as the best AUM company globally for 2017.
History
Amundi Asset Management, now part of Amundi Group, 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
The Amundi Group Funds are registered in Luxembourg and listed for public offering in compliance with the Directives of the European Union.
The units offered in Bulgaria are of class A, distributing and not distributing dividends, in EUR and/or USD, from the following sub-funds:
- Equity sub-funds
- Bond sub-funds
- Total Return sub-funds
- Short-term sub-funds
- Balanced fund
- Full global capital growth
- European equity funds
- Global equity funds
- US equity funds
- Cash funds
- Project 90
- CPR funds
Information on all funds and their prospectuses are available on the official website of Amundi Asset Management.
Investments in Mutual Funds
You can receive detailed information about the Amundi Group funds and the investment options:
- In all branches of UniCredit Bulbank
- Information about the Prospectuses, the Key Information Document for Investors and other documents and information about the funds are available on the official website Amundi Asset Management.
Risk warning
The value of the funds units and the yield from them may decrease; gains are not guaranteed and there is a risk for the investors not to recover the entire amount of their invested funds.
Warning to investors about potential risks: Any past performance of the Funds is not necessarily indicative of their future performance. The value of the investments and the yield from them may increase or decrease without a guaranteed profit and with a risk for the investors not to recover the full amount of their invested funds. The investments in funds are not guaranteed by any state guarantee fund or other type of guarantee. The information contained herein is for illustrative purposes only and is not advice on transactions in financial instruments. It is considered that each investor makes his/her own decision to invest or make other transactions with shares/units of the Funds. UniCredit Bulbank does not provide investment advice. The prospectuses and key investor information documents are available and may be received in all branches of UniCredit Bulbank, as well as at any time on www.amundi.bg.
Responsible investing
Amundi is the largest asset management company in Europe, which is also a leader in Responsible Investing (ESG).
Responsible investing is fully integrated in the strategy of Amundi.
To support the transition to a world with net zero emissions, Amundi joined the Net Zero Asset Managers initiative.
88% of the funds in Bulgaria meet the highest ESG criteria.
The Bank performs activities of sub-distribution of shares/units of the Funds pursuant to an agreement concluded with Amundi Czech Republic Asset Management, A.S., a company established and operating in compliance with the laws of the Czech Republic, which has been appointed by the Managing Company as a distributor of shares/units of the Funds.
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