Alfa Selected SharesAlfa Selected Shares is an equity fund with aggressive investment strategy. Unlike the two other equity funds, which focus on passive investment strategy, Alfa Selected Shares is an actively managed fund. The fund invests mainly in Bulgarian public companies, but it may invest also in companies traded on foreign stock markets.
|Alfa Selected Shares- key details|
|Type of fund||Open-end index UCITS|
|Investment focus||Alfa Selected Shares follow aggressive investment strategy. The selection include companies with a good potential for growth and return, mainly in Bulgaria, but also in securities traded abroad.|
|Country of registration||Bulgaria|
|Date of public offering||10.10.2007|
|Currency supply||Bulgarian lev (BGN)|
|Traded/Not traded||Not traded on the regulated market|
|Custodian bank||Eurobank EFG Bulgaria AD|
Alfa Selected Shares- risk and return
low return high return
Alfa Selected Shares - strategy
If you have any questions?
- Contact us by phone:
- +359 2 42 10 513
- Or write an e-mail:
- aa[email protected]
Alfa Selected Shares - portfolio
The Fund invests mainly in local securities, which estimates as `undervalued`, as well as in companies we expect to grow significantlly in terms of revenues and profits or potential M&A targets. Alfa Selected Shares also invests in US and European financial markets, where besides the accurate valuation of investments, we strictly analyze the timing of trades.
Alfa Selected Shares - how to invest
OnlineYou can sign up as our client online. After you fill in all the necessary information following the steps in the “BECOME A CLIENT” section, you will practically become a client of Alfa Asset Management and then you can submit orders for subscription and redemption of units of the Fund through out web site.
In Alfa Asset Management's officeInvestors can also place orders for subscription and redemption of units of Alfa Selected Shares at the headquarters of Alfa Asset Management every business day between 10 am. and 5 pm. The order should be submitted in person or through a proxy against the presentation of an identity document and the respective power of attorney and/or company documents. The funds for the subscription are wired though a bank transfer to the account of the fund in Raiffeisenbank Bulgaria indicated below. The minimum amount of investment is 200 BGN. The subscription order is fulfilled within 7 days from the date of placement at the issue price calculated for the day of submission. The order is executed up to the amount of the invested amount divided by the issue price per unit. The redemption order is fulfilled within 10 days following its submission at the redemption price calculated for the day of submission.
Alfa selected shares - performance
Алфа избрани акции - документи
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