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

How do you choose your investment fund?

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

We have been active since 2005, and today over 100,000 clients work with us.

We offer our clients the possibility to choose between 16 investment funds, with very different risk levels and potential returns - from bond or fixed income funds, to Romanian, EU and third countries equity funds including thematic funds (agro, energy, real estate, technology). In LEI, EURO or USD.

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

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

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Filter the funds

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Risk and return

Industry

BT Energy

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Agro

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Technology

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Real Estate

EUR open-ended fund - at least 75% of assets are represented by shares traded on European markets of companies related to the real estate sector.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Index Romania ROTX

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Maxim

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

BT Index Austria ATX

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 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.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 2 years

BT Clasic

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 3 years

BT Euro Clasic

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 3 years

BT Obligatiuni

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 3 years

BT Euro Obligatiuni

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

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 3 years

BT Dolar Fix

USD fixed income fund - predominantly in bank deposits.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 6 months

BT Euro Fix

EUR fixed income fund - predominantly in bank deposits.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 6 months

BT Fix

RON fixed income fund - predominantly in bank deposits.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 6 months

BT Property

At least 75% of BT Property's assets are represented by real estate assets or non-traded shares, i.e. shares in real estate companies.

SYNTHETIC RISK INDICATOR

RECOMMENDED TERM
At least 5 years

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