Investment funds

Effective investment of funds

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Effective investment of funds

  • Nowadays, investing in investment funds is one of the most popular and effective ways to save money.
  • Pooling the funds of many investors makes it possible to expand the range of investment opportunities and to manage these funds professionally with the goal of securing a profit.
  • For over a century, investing in investment funds has demonstrated clear advantages over other long-term investment types.
  • Investing in investment funds not only enables you to protect your capital from losing value, because of inflation, but also to obtain higher returns.

CBL investment funds

  • Opportunity:  as specialists in the global, Eastern European and CIS emerging bond and equity markets CBL offers several fixed income and equity funds that can enhance the expected risk/return profile of your portfolio and may suit well in reaching your long term financial goals. 
  • Expertise: CBL has an experienced team of investment managers with an established track record of over 10 years. CBL funds are regular winners of highest international awards such as Lipper and can boast the highest ratings from Mornigstar.
  • Diversification: Due to pooling of investor resources, CBL funds offer a pre-packaged diversified exposure to emerging markets. Diversification is essential in these markets, as being heavily exposed to a single issuer may cause disproportionate consequences.
  • Easy to buy and sell: CBL AM funds have daily liquidity: you can  redeem all or part of your investment and track the changes in value of your investments every business day. Transactions with fund shares can be performed through Citadele internet bank.
  • If your planned investment sum exceeds EUR 100,000 and you are interested in a broader range of financial services and instruments we can offer you, we advise you to study our offering of  individual investment portfolio management services.

CBL strategic allocation funds

  • The client chooses the sub-fund with the most appropriate degree of risk - the rest will be carried out by fund management specialists, adapting a set of portfolios best suited to the fluctuating conditions of the global financial market.
  • Global mandate – risk diversification across geographical regions and financial asset classes.
  • Partnerships with the worlds’ leading fund management companies. Small initial investments. The minimum investment is one investment certificate. A wide range of options to set up various individual fund savings schemes.
  • If your planned investment sum exceeds EUR 100,000 and you are interested in a broader range of financial services and instruments we can offer you, we advise you to study our offering of  individual investment portfolio management services.

Investment funds run by other manager

  • You have the opportunity to invest in a wide range of the world’s leading fund manager’s investment funds and hedge funds.
  • Direct fund distribution collaboration agreements with East Capital Asset Management AB, World Investment Opportunities Funds and Franklin Templeton Investment Funds.
  • Broking department specialists will provide you with the information you need about investment opportunities in securities markets.

Note – by investing funds in investment funds, a client may not only profit, but is also exposed to the risk of suffering losses.

Wish to know more?

Call 67010555 or write broker@citadele.lv