In accordance with the standard issued by the European Fund and Asset Management Association (The European Fund Classification EFC Categories, April 2012) where the Romanian Fund Managers Association is a member, and having regard to the investment policy set out in the issue prospectus, the open-end investment fund YOU INVEST Balanced EUR is a multi-strategy absolute return innovative strategies fund.
YOU INVEST Balanced EUR is a fund that aims to achieve net asset growth.
Strategic asset allocation: 15% equities and units of UCITS and/or CIUs investing mainly in equities and 85% other financial instruments, subject to the conditions and limitations set forth in the regulations in force.
Recommended investment term
The Fund recommends investments for a 5-year term.
- Negotiable, provided that investment are kept for no less than 365 days from the issuance of fund units.
Redemption fee: 0%
YOU INVEST Balanced EUR is authorised by CNVM Decision no. 370 / 25.04.2013 and is registered under no. CSC06FDIR / 400082 with the Authority’s Public Register.
Fund units may be purchased/redeemed at the venues of SAI Erste Asset Management and BCR branches.