Mutual funds

Investing in Mutual funds

Mutual funds include the most important components of investing: high returns, profit margins, market diversification, diversification of financial instruments, low transaction costs, high liquidity, low investment costs for the investors, transparency, investment management by a highly qualified team, triple control by the Depositary Bank and the Financial Supervision Commission.

Why Varchev High-Yield Fund?

Our mutual funds are actively managed, increasing their profitability and reducing the risk of portfolios' recession. We were one of the few, who managed to protect our customers' funds when the stock markets collapsed in 2007 and 2008. The first and leading rule for us is to protect the investment.

We only invest in liquid stocks in the most developed markets - the US, Germany and France. Our portfolios include the largest companies, leaders in their industries. We only invest in high-value added sectors.

How do we manage Your funds?

The management of the investment portfolios of Varchev High-Yield Fund is dynamic. This means that the assets held and the markets where they are traded on are analyzed daily, in order to make decisions to sell or add to the position. Because of the active management, precisely, we managed to save our customers' investments even in the worst economic crisis since the Great Depression in the United States. The active mode of management has been proven to bring higher returns, rather than the passive one.

Our only goal is to increase Your wealth, as the most important is to protect it, even during the moments of crisis. We are leaded by the maxim "If there's an urge tomorrow, we may cache everything".

Where do we invest?

Perhaps everyone has heard the axiom "Do not keep all your eggs in a single basket." We have five: investing your money in the markets in the US, Germany, France, UK and a little less in Bulgaria. Thus, we reduce the risk of a single market, using returns of four of the most developed stock markets. We invest in developed markets at low costs.

What do we invest in?

You will be pleasantly surprised here, again. What we offer is to become an owner of a number of companies like Apple, Alibaba Group, Facebook, Microsoft, Daimler, Volkswagen, Google and others. By investing money in our mutual funds, you become the owner of an empire of the largest and most powerful companies in the world. We only invest in the so-called "blue chips," the best companies listed in the country's stock indices, companies leaders in their sectors.

Howe do we protect Your funds?

The recent years of financial engineering allow us to profit even when the stocks' prices are falling down. There are certain financial instruments, which protect the portfolios of the fund in a falling market. Such instruments are neccesserily included in our portfolios, as protecting Your Funds is the most important axiom for us. Using such instruments, combined with dynamic portfolio management, we reduce the risk level when managing the investments. We protect from the foreign-exchange risk, also, as the currencies the stocks are traded in are: USD, EUR and BGN.