Overview:

Perspektiva: Balkan Flexible, multi-asset, is an equity mutual fund specializing in investments in Balkans region, in following countries: Slovenia, Croatia, Bosnia and Herzegovina, Serbia, Montenegro, Former Yugoslav Republic of Macedonia, Albania, Romania, Bulgaria, Greece and Turkey respectively. The main investment objective of Perspektiva: BalkanStox is capital appreciation by accepting risk levels inherent for a well diversified regionally specialized  equity portfolio. Due to its regional orientation the risk associated with the mutual fund is higher than in a globally diversified multi-asset fund. The investment objective will be achieved through long-term capital appreciation of investments in the portfolio, through dividends and interest income.

Suitable for:

• investors with high risk tolerance and ability to accept high risk levels
• investors who already have a portion of their portfolio invested in less risky investments (e.g. Perspektiva: WorldMix)
• investors seeking equity exposure to emerging markets
• investors seeking to achieve above average returns by accepting higher risk levels
• recommended investment horizon is 5 years or more

Fund documents:

• Prospectus
• Abstract from the prospectus
• Declaration of accession
• Risk awareness statement