Investing in Mutual funs
Investing into Mutual Funds in Bulgaria has become more and more popular in recent years, due to a good return on investment, low costs and management transparency.The most famous and successful financial institutions in the world are named after their founders, as a promise of transparency and personal commitment to the investors and as a guarantee of striving for the best and the safest possible management of personal and corporate capital.
Everyone has to manage the available funds by following the rule: partly deposit the cash in risk-free instruments, and some of the cash in instruments that bring higher returns - 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 and Varchev Balanced 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 and Varchev Balanced 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.
Do you have questions? Make an enquiry here
0700 17 600
Bank account for stocks purchase:
UniCredit Bulbank: IBAN: BG86UNCR96601044218100
- "Varchev Managing Company" OJSC Risk Management Rules
- Regulations for personal deals with financial instruments
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- "Varchev Managing Company" OJSC Remuneration Policy
- "Varchev Managing Company" OJSC's Policy for considering complaints received from the customers
- "Varchev Managing Company" OJSC Remuneration Policy Resume
Investments in contractual funds are not guaranteed by the State Guarantee Fund or other type of guarantee. Profitability achieved in prior periods is not a guarantee of future results, the value of shares may decrease and investors may not recover fully the invested funds.
Varchev Finance Ltd is registered in the FCA (FINANCIAL CONDUCT AUTHORITY) with a passport in the United Kingdom: FCA, United Kingdom - registration number: 494 045, which allows provision of financial services in the United Kingdom.
Varchev Finance Ltd strictly comply with the statutes of the European directive MiFID (Markets in Financial Instruments). targeting increased efficiency, transparency and uniformity of financial instruments.
Varchev Finance Ltd is authorized and regulated by the Financial Supervision Commission - Sofia, Bulgaria: License number RG-03-02-05 / 15.03.2006
The information on this site is not directed at residents of the United States or Belgium and is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.
Derivatives and margin trading involve a high degree risk level. You should not trade Forex and CFD unless you fully understand how it functions, what your benefits can be, what your risk is, and what you may lose. Please, note that the losses can be practically unlimited and that the initial deposit will not permanently limit the risk. You have to fully realize your financial status and make sure that trading in derivatives hides the risk of losing the entire amount invested. Invest only the amounts that you are able to lose.