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Status Invest
HomeStatus New Shares Description of The Fund Investment Strategy
Investment Strategy

The investment strategy of Status New Shares envisages mainly the realisation of capital gains from securities and, in smaller degree, income from dividends/earnings from shareholdings, as well as current income from debt securities and other financial instruments. To attain these investment goals, a strategy for an active management of the Fund’s portfolio of securities and monetary components is applied.

To attain the investments goals of Status New Shares, the Management Company is investing the Fund’s collected resource mainly in liquid shares and tradable rights which are admitted to trading on Bulgarian or foreign regulated markets. The investments in debt securities and fixed-income instruments is carried out largely to sustain liquidity and in periods of market disturbances.

Status New Shares is investing mainly in shares and tradable rights admitted for trading on the regulated market in Bulgaria and in the countries on the Balkan Peninsula (Romania, the states of former Yugoslavia, Greece, and Turkey). The investments abroad are carried out in accordance with the legislation and the practice of Financial Supervision Commission (FSC) regarding foreign markets and market indices in which the Fund has been cleared to invest. It is envisaged that, in normal circumstances, around 90 per cent of the Fund’s portfolio consists of shares as well as of tradable rights with the aim of acquisition of shares from new issues within capital increases of the corresponding companies.

The share of debt securities, including mortgage-backed ones, other corporate and municipal bonds and treasury securities shall be up to 20 per cent of the assets.

The concrete structure of the assets shall depend on current market conditions and shall be a dynamic one within the framework of the above-mentioned limitations.

In case of a prolonged market decline, withdrawal of investments from the group of shares shall be affected and they shall be directed to low-risk assets. This shall be done in a way to protect the participations of the investors.