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 RON is a multi-strategy absolute return innovative strategies fund.
YOU INVEST Balanced RON Open-End Investment Fund is a fund that aims to achieve net asset growth.
Strategic asset allocation: 15% equities or shares 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 that investments shall be made for a term of minimum 5 (five) years.
- Negotiable, only if the investment is maintained more than 365 days.
Redemption fee: 0%
YOU INVEST Balanced RON Open-End Investment Fund is authorised by Authorisation no. 23/14.02.2014 and is registered under no. CSC06FDIR400089 with the Authority’s Public Register.
Shares can be subscribed/ redeemed at SAI Erste Asset Management and at BCR branches.