BT Maxim is an open-end investment fund, with investments of up to 90% asset under management in listed shares at the Bucharest Stock Exchange and Rasdaq. The portfolio of listed shares is established by the asset manager according to the market. At same time, BT Maxim may invest up to 10% of asset under management in fixed income instruments.

BT Maxim has the largest exposure on listed shares among the open-end funds managed by BT Asset Management, offering high revenues, usually equivalent with the risk.

The open-end fund BT Maxim is a product that is addressed to our customers with knowledge and experience related to capital market, willing to benefit by the higher revenues of the capital market.

It must be remembered that investment in fund units represents an opportunity for earnings as well as an assumed risk. Past gains do not represent a guarantee of future performance.

The funds administered by BT Asset Management S.A.I. S.A. are targeted towards both individual customers and companies, Romanian and foreign who do not have sufficient information to make a diversified portfolio that can reduce the risks present in operating on capital markets. The advantages of investing in our funds are the quality services we offer to our clients and our diversified portfolio that reduces the risks present in operating on capital markets and maximizes profits.

  Advantages:

• High revenues according to the evolution of listed shares from the BSE and Rasdaq
• High liquidity due to investments in most important listed shares on the BSE;
• Differential levels of taxation for earnings depending on the period of ownership.

  Costs:

• Purchasing fee: 0%
• Redemption fee: 
     4% if the period of ownership is between 0 - 180 days
     2% if the period of ownership is between 180 - 360 days
     0% if the period of ownership > 360 days
• Management fee: 0.25%/month - this fee is included in the value of the fund unit

The open end investment fund BT Index is registered under Nr.Reg.CNVM CSC06FDIR/120022/09.06.2005, authorization CNVM Decizie Nr.1736/09.06.2005, with the code ISIN ROFDIN000119.