MUTUAL FUNDS – UCITS
Mutual Funds – UCITS
Short Description
The Undertaking for Collective Investment in Transferable Securities (UCITS):
- the sole purpose of investing collectively in transferable securities and / or other liquid financial instruments the funds it collects from the public,
- its operation is based on the principle of risk-spreading,
- its shares are repurchased or redeemed, directly or indirectly, upon the request of an investor
“The strength in unity”
Learn more about Mutual Funds - UCITS
What are the advantages?
UCITS Funds are considered as one of the most effective asset management tools, mainly due to the low investment risk and the high level of protection.
Main advantages of Mutual Funds are:
- Professional wealth management
- Institutional security / High protection
- Access to the markets (money and capital markets)
- Wide range of options to cover all investor profiles
- Risk reduction through investment diversification
- Comparatively low costs
- Investment with a low initial capital
- Immediate liquidity
- Full transparency of information / Daily publication of M/F prices
- Exemption from tax on the amount invested to the M/F, as well as on the capital gains from the disposal of units of the fund
- Exemption from tax on profits earned by the M/F from sale of shares or other instruments, as well as from dividends received by companies in which the fund has invested