How do you choose which fund to invest in? | BT Asset Management

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How do you choose your investment fund?

BT Asset Management is one of the largest fund managers in Romania, part of Banca Transilvania Financial Group.

We have been in business since 2005 and today over 100,000 customers work with us.

We offer clients the possibility to choose between 17 investment funds, with very different degrees of risk and potential returns - from bond or fixed income funds, to funds investing in Romanian, European Union or third country equities, including thematic funds (agro, energy, real estate, technology). In LEI, EURO or USD.

Thus, BT Asset Management offers clients a wide range of investment alternatives.

Access to the funds is available to customers through the BT branch network, and after the first purchase, online through the BT24 and NeoBT applications - the investment process is much simpler.

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If you would like to buy fund units or need more information, fill in the form below and we will get in touch with you.

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Risk and return

Sector of activity

BT Energy

Open-ended investment fund in EUR - minimum 75% of the assets are represented by shares traded on European markets of energy-related companies.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Agro

Open-ended investment fund in EUR - at least 75% of the assets are represented by shares traded on European markets of companies related to agriculture and food.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Technology

Open-ended investment fund in EUR - minimum 75% of assets are represented by shares traded on European markets of companies related to the information sector.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Real Estate

Open-ended investment fund in EUR - minimum 75% of the assets are represented by shares traded on European markets of real estate related companies.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Index Romania ROTX

Equity fund replicating a stock index in RON (ROTX - Romanian Traded Index).

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Maxim

Open-ended RON investment fund - minimum 85% of assets are represented by shares traded on the Bucharest Stock Exchange.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Index Austria ATX

Equity fund replicating a stock index in EUR (ATX - Austrian Traded Index).

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

BT Invest

Alternative investment fund investing in securities and money market instruments listed or traded on a trading venue in Romania, a Member State or a third country.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 2 years

BT Clasic

Diversified RON fund, predominantly in fixed income financial instruments. A maximum of 40% of assets may be invested in equities or other risky financial instruments.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 3 years

BT Euro Clasic

Diversified EUR fund, predominantly in fixed income financial instruments. A maximum of 40% of assets may be invested in equities or other risky financial instruments.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 3 years

BT Obligatiuni

RON fixed income fund - predominantly in corporate bonds and bank deposits.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 3 years

BT Euro Obligatiuni

EUR fixed income fund - predominantly in corporate and government/municipal bonds.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 3 years

BT Dolar Fix

Fund of fixed income instruments in USD - predominantly in bank deposits.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 6 months

BT Euro Fix

Fund of fixed income instruments in EUR - predominantly in bank deposits.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 6 months

BT Fix

RON fixed income fund - predominantly in bank deposits.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 6 months

BT Property

At least 75% of BT Property's assets are represented by real estate assets or shares not admitted to trading, i.e. shares in companies with a real estate profile.

SUMMARY RISK INDICATOR

RECOMMENDED PERIOD
Minimum 5 years

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