Objectives and investment policy
At least 80% of the sub-fund’s assets are invested in bonds or bonds funds and other forms of privatized debt (debt securities and units of bond target sub-funds) with an average duration of portfolio between 1 and 3 years. Infond ShortTerm Bond – Euro is a bond sub-fund, which has its assets invested in government and corporate bonds, whereby a maximum of 30% of assets are exposed to developing markets. The share of foreign bonds with the credit rating beyond the investment grade (eng. non-investment grade) does not exceed 30% of sub-fund’s assets, of which only a maximum of 10% of assets can be exposed to developing markets. Sub-fund’s assets are invested in government and corporate bonds and other debt securities with average modified duration of portfolio between 1 and 3 years, which with its investment policy corresponds with the sub-fund's investment limitations.
Infond ShortTerm Bond – Euro is suitable for investors with low risk tolerance or risk averse investors. If you are looking to store money for emergencies, save for a short-term goal, or 'park' cash from the sale of an investment, a money market fund could be for you.
About Sava Infond
KBM Infond, Management Company Ltd. is a Slovenian investment fund management company, which was incorporated in year 1993. KBM Infond, Ltd. is part of the Nova KBM, Plc. banking group. Nova KBM, the second largest Slovenian bank.
Currently KBM Infond Ltd. manages Infond Umbrella Fund with 18 subfunds, Infond Umbrella Fund with 6 subfunds and Infond Smart Quality mutual fund, with assets in excess of 300 million Euros. This level of assets gives KBM Infond Ltd. the distinction of being one of the largest fund managers in Slovenia with 12,5% market share.
As one of the main fund managers in Slovenia, KBM Infond, Ltd. managing profitably a wide range of funds for twenty years. Today, KBM Infond Ltd. is a stable fund management company in the Slovenian market and possesses all the professional standards of practice, conditions, infrastructure and managerial skills necessary for a successful asset management.
The funds managed by our company are currently offered and distributed within domestic and some European markets (Austria, Czech Republic and Slovakia). However, we plan to distribute our mutual funds also in other European countries.