How do you choose the investment fund?
BT Asset Management offers clients a wide range of investment funds, with very different levels of risk and potential returns – from bond or fixed income funds, to funds that invest in shares from Romania, the European Union or third countries including thematic funds (agriculture, energy, real estate, technology), in LEI, EURO or USD.
Enrollment for investment funds managed by BTAM can be done online through the BT Pay application, which offers a simplified and fast process, without having to visit the bank, or through the BT branch network. After enrollment, investors have the possibility to continue performing operations through one of Banca Transilvania's electronic channels.
BT Energy
Open-ended investment fund in EUR – at least 75% of the assets are represented by shares traded on European markets of companies related to the energy sector.
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Agro
Open-ended investment fund in EUR – at least 75% of assets are represented by shares traded on European markets of companies related to the agricultural and food sector.
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Technology
Open-ended investment fund in EUR - at least 75% of the assets are represented by shares traded on European markets of companies related to the information field.
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Real Estate
Open-end investment fund in EUR - minimum 75% of assets are represented by shares traded on European markets of companies related to the real estate sector.
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Index Romania ROTX
Equity fund that replicates a stock market index in RON (ROTX – Romanian Traded Index).
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Maxim
Open investment fund in RON – at least 85% of assets are represented by shares traded on the Bucharest Stock Exchange.
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Index Austria ATX
Equity fund that replicates a stock index in EUR (ATX – Austrian Traded Index).
Synthetic risk indicator
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Recommended period: Minimum 5 years
BT Invest
Alternative investment fund that invests in securities and money market instruments, listed or traded on a trading venue, from Romania, from a member state or third country.
Synthetic risk indicator
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Recommended period: Minimum 2 years
BT Classic
Diversified fund in RON, predominantly in fixed income financial instruments. Up to 40% of assets may be directed towards investments in shares or other financial instruments with risk.
Synthetic risk indicator
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Recommended period: Minimum 3 years
BT Euro Clasic
Diversified fund in EUR, predominantly in fixed income financial instruments. A maximum of 40% of assets may be directed towards investments in shares or other financial instruments with risk.
Synthetic risk indicator
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Recommended period: Minimum 3 years
BT Bonds
Fixed income instrument fund in RON – predominantly in corporate bonds and bank deposits.
Synthetic risk indicator
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Recommended period: Minimum 3 years
BT Euro Bonds
Fixed income instrument fund in EUR – predominantly in corporate and government/municipal bonds.
Synthetic risk indicator
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Recommended period: Minimum 3 years
BT Dollar Fix
Fixed income instrument fund in USD – predominantly in bank deposits.
Synthetic risk indicator
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Recommended period: Minimum 6 months
BT Euro Fix
Fixed income instrument fund in EUR – predominantly in bank deposits.
Synthetic risk indicator
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Recommended period: Minimum 6 months
BT Fix
Fixed income instrument fund in RON – predominantly in bank deposits.
Synthetic risk indicator
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Recommended period: Minimum 6 months