Professional asset management since 2007
A licensed management company under the ongoing supervision of the Financial Supervision Commission. Four contractual funds across the risk spectrum, discretionary management of individual portfolios and investment advice. A contractual fund is a pooled portfolio in which many people combine their savings — you own units in it.
Explore the funds How to investChoose according to your appetite for risk
Four funds — from conservative to an equity fund. Units are bought and sold every business day.
Trend Conservative Fund
To preserve value with a modest return: debt and money-market instruments.
NIF Trend Bonds
Invests in debt securities, including government securities issued or guaranteed by the Republic of Bulgaria.
Trend Balanced Fund
A balanced allocation between debt and equity securities — a middle path between security and growth.
Trend Equity Fund
For long-term growth through liquid equities on Bulgarian and foreign regulated markets.
Issue price — the price at which you buy a unit; redemption price — the price you receive when you sell.
Subscription and redemption orders are executed at the price set for the business day following the day on which the order is submitted — i.e. the prices published for a given date apply to orders submitted on the previous business day.
The value of units and the income from them may fall. Profit is not guaranteed. See the full warning and the fund documents below.
Why Trend Asset Management
Experience and supervision
We have managed assets since 2007 under a licence from the FSC and its ongoing supervision. The funds' assets are held with an independent depositary bank.
Transparency
Daily quotes, full documentation online and monthly reports for each fund.
A personal approach
A small team with direct access to the people who actually manage the portfolios — no call centres and no being passed around.
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Have a question?
Have a question about the funds or discretionary portfolio management? Call +359 2 494 90 84 on any business day from 9:00 to 16:30, or write to us.