History | Mutual funds

Upravljanje s piškoti
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Sava Infond, Investment Fund Management Company Ltd.

 

Historical background

  • as at 1st July 2021 Sava Infond started with Portfolio Management for professional investors.
 
  • As at 18th June 2019 the company is renamed from KBM-INFOND, družba za upravljanje, d.o.o. - Skupina Nove KBM, to SAVA INFOND, družba za upravljanje, d.o.o.
 
  • On 9 January 2017, marketing activities for coupons of the target date subfund Infond 2040 were initiated.
  • On 1 October 2017, KBM Infond consolidated all managed funds into an Infond Umbrella Fund with 26 subfunds.
 
  • On 14 March 2015, KBM Infond started to manage Krovni sklad Perspektiva (Perspektiva Umbrella Fund) with six subfunds.
 
  • On 16 October 2013, marketing activities for coupons of the money-market subfund Infond Money - Euro were initiated.
 
  • On 8 February 2012, KBM Infond started to manage Krovni sklad Probanka (Probanka umbrella fund) with eight subfunds and the Mutual fund Probanka globalni naložbeni sklad.
  • On 17 December 2012, KBM Infond consolidated managed funds - since then it manages an Infond Umbrella Fund with 17 subfunds and mutual fund Infond PBGS.
 
  • On 16 July 2011, marketing activities for coupons of the equity subfund Infond Frontier were initiated.
  • On 15 October 2011, KBM Infond started to manage Krekov krovni sklad (Krek umbrella fund) with six subfunds.
 
  • On 14 August 2010, marketing activities for coupons of the bond subfund Infond Bond were initiated.
 
  • On 13 March 2009, Infond Umbrella Fund started its operation. It incorporates eight subfunds: equity subfunds Infond BRIC, Infond Energy, Infond €uropa, Infond Delniski, Infond Life and Infond PanAmerica and two mixed subfunds Infond Hrast and Infond Uravnotezeni.
 
  • On 26 September 2008, the District Court of Maribor registered the dissolution of Infond ID, d.d., and as at same day mixed mutual fund Infond Global (symbol INDGL) was initiated.
  • On 10 October 2008, the District Court of Maribor registered the dissolution of Infond ID 1, d.d., and as at same day equity mutual fund Infond Dynamic (symbol INDDY) was initiated.
 
  • On 4 June 2007, marketing activities for coupons of the equity mutual fund Infond Life and Infond PanAmerica were initiated.
 
  • On 3rd October 2005, marketing activities for coupons of the equity mutual fund Infond BRIC and Infond Energy were initiated.
 
  • As at 10th June 2004 the Regional Court of Maribor registered the division and dissolution of Infond PID d.d. and the creation of two new companies: Infond ID 1, d.d., Infond Holding 1, d.d.
  • As at 22nd July 2004, shares of the companie Infond Holding 1, d.d. with the symbol IFHR were admitted to OTC market trading at the Ljubljana Stock Exchange.
  • As at 2nd August 2004, shares of the companie Infond ID 1, d.d. with the symbol IFDR were admitted to OTC market trading at the Ljubljana Stock Exchange.
  • As at 15th November 2004, marketing activities for coupons of the equity fund Infond €uropa were initiated.
 
  • On 23 November 2003, the general meeting of Infond PID, d.d., adopted a resolution to split Infond PID, d.d., into two new companies: Infond ID 1, investicijska družba, d.d. (corporate investment fund), and Infond Holding 1, finančna družba, d.d. (financial company).
 
  • On 14 August 2002, the Regional Court of Maribor registered the division and dissolution of Infond Zlat d.d. and the creation of three new companies: Infond PID, d.d., Infond ID, d.d., and Infond Holding, d.d.;
  • On 23 September 2002, shares of the companies Infond PID d.d., with the symbol IFPR, Infond ID d.d., with the symbol IFIR, and Infond Holding d.d., with the symbol IFFR, were admitted to OTC market trading at the Ljubljana Stock Exchange.
 
  • On 24 May 2001, the general meeting of Infond Zlat d.d., passed a resolution to split Infond Zlat d.d. into three new companies: Infond PID, pooblaščena investicijska družba, d.d. (licenced privatisation investment fund), Infond ID, investicijska družba, d.d. (corporate investment fund), and Infond Holding, finančna družba, d.d. (financial company).
 
  • On 16 December 1993, KBM Infond, družba za upravljanje, d.o.o. - Skupina Nove KBM (management company) was established;
  • On 24 November 1994, the District Court of Maribor registered the incorporation of the company Infond-Stolp, pooblaščena investicijska družba d.d. (licensed privatisation investment fund) (founders’ meeting held on 12 November 1994);
  • On 30 November 1994, the Securities Market Agency issued a licence for the establishment of Infond Zlat, pooblaščena investicijska družba d.d.;
  • On 20 February 1995, the District Court of Maribor registered the incorporation of the company Infond-Center, pooblaščena investicijska družba d.d. (founders’ meeting held on 17 February 1995);
  • On 27 March 1996, the District Court of Maribor registered the incorporation of the company Infond-Areh, pooblaščena investicijska družba d.d. (founders’ meeting on 19 March 1996 for the company Infond-Grad d.d., that changed its name into Infond-Areh d.d., at the founders’ meeting);
  • On 5 February 1997, Infond d.o.o. obtained a licence from the Securities Market Agency to manage the mutual fund Hrast, which before that date was managed by the brokerage company TMB d.o.o.;
  • On 11 November 1997, the general meeting of the company Infond-Zlat, d.d., adopted a resolution to increase the company's initial capital on account of the acquisition of Infond-Stolp, d.d., Infond-Center, d.d., and Infond-Areh, d.d., by Infond-Zlat, d.d.;
  • On 31 December 1997, the registration court registered the acquisition of Infond-Stolp, d.d., Infond-Center, d.d., and Infond-Areh, d.d. by Infond-Zlat, d.d.;
  • On 29 June 1998, shares of the company Infond-Zlat d.d., with the symbol IZOS, were admitted to OTC market trading at the Ljubljana Stock Exchange;
  • On 15 September 1999, the company Infond d.o.o. obtained a licence from the Securities Market Agency to take over the management of the mutual funds Nika Delniški, Nika S.P.D. and Miha from the company Nika, d.d. The actual takeover of these mutual funds took place on 27 September of the same year.
 
About Infond
Stakeholders, Management board and The supervisor board
Fund Management
Portfolio Management
Sales and Marketing
History
Sava Infond, družba za upravljanje, d.o.o.
Ulica Eve Lovše 7, 2000 Maribor, phone +386 2 229 74 40, fax. +386 2 229 74 89
Graphic and technical implementation BuyITC d.o.o.