How do you choose your investment fund?
BT Asset Management offers clients a wide range of 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.
Enrollment for the investment funds managed by BTAM can be done online through the BT Pay app, which offers a simplified and fast process, without having to go to the bank, or through the BT network of BT units. After enrollment, investors have the possibility to continue to carry out transactions through one of Banca Transilvania's electronic channels.
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.
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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.
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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.
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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.
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Recommended period: minimum 5 years
BT Index Romania ROTX
Equity fund replicating a stock index in RON (ROTX - Romanian Traded Index).
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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.
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Recommended period: minimum 5 years
BT Index Austria ATX
Equity fund replicating a stock index in EUR (ATX - Austrian Traded Index).
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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.
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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.
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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.
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Recommended period: minimum 3 years
BT Obligatiuni
RON fixed income fund - predominantly in corporate bonds and bank deposits.
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Recommended period: minimum 3 years
BT Euro Obligatiuni
EUR fixed income fund - predominantly in corporate and government/municipal bonds.
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Recommended period: minimum 3 years
BT Dolar Fix
Fund of fixed income instruments in USD - predominantly in bank deposits.
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Recommended period: minimum 6 months
BT Euro Fix
Fund of fixed income instruments in EUR - predominantly in bank deposits.
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Recommended period: minimum 6 months
BT Fix
RON fixed income fund - predominantly in bank deposits.
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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
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Recommended period: minimum 5 years
