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Buletin Lunar BT Maxim Buletin Lunar BT Maxim EVOLUȚIA UNITĂȚII DE FOND de la: 22-08-2005 DESCRIERE Jun 2021 16.0 BT Maxim este un fond de actiuni care se 14.5 adreseaza in special investitorilor dinamici, cu 13.0 profil de risc ridicat, dornici de fructificarea 11.5 activelor proprii prin intermediul pietei actiunilor 10.0 cotate. Avand un plafon minim pentru 8.5 7.0 plasamentele in actiuni de 85% din activele 5.5 fondului, BT Maxim are alocarea detinerilor 4.0 optimizata pentru a beneficia de perioadele de 2.5 cresteri ale actiunilor cotate la BVB. Ne implicam activ in selectarea actiunilor incluse in portofoliul administrat, incercand sa alegem companii cu cel mai ridicat potential de dezvoltare la preturi PERFORMANȚA* la data: 30-06-2021 subevaluate. O alta prioritate este ajustarea Ultimele 30 de zile Anul curent Ultimele 365 zile De la lansare dinamica a expunerii pe actiuni pentru a evita o parte din scaderi in perioadele dificile ale pietei 3.38% 19.73% 34.09% 69.81% dar si pentru a beneficia cat mai mult de *randament brut, înainte de impozitare perioadele de crestere. STRUCTURA PORTOFOLIU la data: 30-06-2021 Acţiuni tranzacţionate, 85.35% AVANTAJE Depozite bancare, 14.37% investiție în acțiuni într-un mod simplu și Disponibil la vedere, 0.25% transparent; Obligaţiuni adm publica & centrala, 0.02% puteti obtine expunere pe actiuni si randamentele atractive pe care acestea le ofera fara efortul pe care il presupune administrarea Active administrate (RON) 197,592,799 Moneda fondului RON proprie a portofoliului. Data lansării 22/08/05 Comisioane curente lunare**** 0.2700% TOP 10 DEȚINERI Emitenți Variația ultimelor 30 de zile Ponderea Banca Transilvania 0.7% 9.40% BRD-Groupe Societe Generale 10.1% 9.27% OMV Petrom SA 3.8% 8.58% Electrica SA 6.4% 5.62% Erste Group Bank AG -7.8% 5.38% Teraplast 17.1% 4.88% Fondul Proprietatea 6.9% 4.76% Nuclearelectrica SA 1.4% 4.52% S.N.G.N. Romgaz S.A. 2.7% 4.46% Transelectrica 2.0% 3.89% Comisioane › la cumpărare 0% › la răscumpărare › comision de administrare** 0.25% înainte de 180 de zile 4% Pentru mai multe informații despre fondurile administrate de noi și procedurile de subscriere sau răscumparare, nu ezitați să ne **aplicat la media lunară a valorii activelor nete intre 180 şi 360 de zile 2% contactați: peste 360 de zile 0% Tudor Irimiea Sebastian Calara › impozit *** 10% Manager Vanzari Regional Manager Vanzari Regional *** valabil numai pentru persoane fizice (NU se retine de catre BT Asset Management SAI SA) Transilvania Moldova [email protected] [email protected] Toate informaţiile din acest material sunt valabile la: 30-Jun-21 ****Estimate pe baza cheltuielilor anului precedent cu comisioanele de administrare, depozitare si 0752.190.431 0743.065.514 custodie, comisioane bancare, comision auditor si alte comisioane permise in actul de administrare, exclusiv comisioanele platite intermediarilor pentru tranzactiile efectuate cu activele fondurilor Ionut Stroe Cristian Petrisor Nisulescu (3.24%/an). Manager Vanzari Regional Relationship Manager O investiție în instrumentele pieței de capital, inclusiv unităţi de fond, reprezintă atât o oportunitate de Bucuresti si regiune Sud Bucuresti si regiune Sud câștig cât și un risc. Performanţele anterioare ale fondului nu reprezintă o garanție a realizărilor viitoare. [email protected] [email protected] Citiţi prospectul de emisiune şi informaţiile-cheie destinate investitorilor înainte de a investi în fondurile administrate de BT Asset Management SAI. Informații suplimentare pot fi obținute în limba română la sediul societății sau în oricare dintre 0744.761.329 0756.116.118 Clasificareunitățile Banca TransilvaniaBT: Uz Intern din țară, atât în format fizic, cât și în format electronic, la adresa www.btam.ro. Fondul deschis de investiții BT Maxim este înregistrat sub Nr.Reg.CNVM (ASF). CSC06FDIR/ 120022/09.06.2005. BT Asset Management BT Asset Mananagement SAI SA, str. Emil Racovita nr.22, Cluj SAI este înscrisă în Registrul ASF, în calitate de SAI cu Nr. PJR05SAIR/120016/29.03.2005, respectiv în calitate de AFIA 1 Napoca, tel: 0264.301.036, fax: 0264.410.433, email:[email protected] cu nr. PJR07 AFIAA/120003 /01.02.2018. Depozitar: BRD – Groupe Societe Generale. .
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