Objectives and investment policy
At least 85 % of sub-fund's assets are invested in shares or in shares and units of equity target funds. The sub-fund has its assets in shares of issuers with the domicile in at least two sub-regions of developed markets without focusing on one country or sub-region, the exposure to global region of developed markets is at least 80 %, and investments into a single sub-region do not reach 80 % of sub-fund's assets. In addition to shares it can also invest in the units of equity target funds, which invest in the aforementioned shares of companies and by its investment policy correspond with the sub-fund's investment limitations.
As an equity subfund, Infond Razviti trgi is geared toward investors who are looking for investment with higher risk and reward. It is considered one of the basic funds for investors, interested for equity funds.
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.