Mutual Funds

Note: The English version of this website is solely for informational purpose.

Investing in Mutual Funds – Let Your Money Work for You

If you want exposure to different markets and instruments that would be difficult to access on your own, investing in mutual funds is the easy solution for you.

Why choose this option

  • and 50 leva is enough to get started
  • Flexibility – you have access at any time to the accumulated funds together with the return on them
  • Liquidity – you decide when to buy or sell units of the fund
  • Tax-free income
  • With low costs, you gain access to capital markets at home and abroad
  • Transparency – you can easily track the status of your investment

A mutual fund is a widely used way to invest and manage money on the financial markets.

The fund is managed by an asset management company that is licensed and supervised by the Financial Supervision Commission.

How it works

  • You invest the amount you wish into the mutual fund and receive fund units in return.
  • The management company invests the pooled funds in various financial instruments through risk diversification and in line with the investment strategy described in the fund’s prospectus.
  • Upon your request, the fund redeems your units, and you receive the value of your investment.
  • The price at which you buy or sell your units is determined based on the fund’s net asset value.
  • The main advantage for you is achieving effective risk diversification at minimal cost.

Ready to try something different from a bank deposit?

A portfolio of mutual funds – a possible solution.

Invest also in the mutual funds we manage.

Experience has shown that putting all your money in one place is like keeping all your eggs in one basket – if the basket falls, you risk breaking them all.

An accessible and inexpensive way to reduce risk, while taking advantage of the returns offered by capital markets, is a diversified portfolio of mutual funds targeting different markets. SKY Asset Management manages the assets of three mutual funds: Sky New Shares, Sky Finance and Sky Global.

mutual fund

SKY New Shares

mutual fund

SKY Finance

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SKY Global

ASSET MANAGEMENT

Mutual Funds

Gain access to global markets with active, professional management. Mutual funds make it easy to invest in a wide range of markets and instruments that are often hard to reach on your own.

Your money. Your plan. Your future. Our mutual funds

“Sky New Shares” and “Sky Finance” help you get more out of your money with a Type B investment plan. You enjoy 0% entry fees and a preferential bonus upon redemption after the third year.

Discretionary Portfolio Management

Discretionary portfolio management gives you a personalized investment service where we build and manage a portfolio tailored to your goals and preferences.

Investment Advisory

Make your own investment decisions with the support of an expert. You stay in control of your portfolio while receiving professional guidance every step of the way.