INVEST NEXT

MF INVEST NEXT FUND strategy

The investment strategy of the Fund envisages an increase in the value of investments made through stable interest and capital income at a moderate to high level of risk and achieving a higher return compared to the return on alternative investments with similar risk profile. The investment portfolio of the FUND is structured on the basis of a high-risk approach, including mainly investments in shares, debt securities, units of collective investment schemes and derivative instruments. The FUND's policy envisages active management of the portfolio of financial instruments and cash, investing in liquid financial assets and achieving sustainable, optimal growth while limiting risk. The investment policy includes the provision of both interest income and income in the form of capital gains. In order to achieve its main investment objectives, the Fund may apply appropriate strategies for hedging against market, currency and other risks (“hedging”). The Fund does not plan to set restrictions on the minimum and maximum number of issues that must be included in the portfolio during the period of its operation, taking into account the provisions of Art. 47 para. 4 of the ACISOCIVA. The Fund's portfolio will not follow (or seek to replicate) a particular portfolio benchmark or index. The management company will use its assessment of the relative weights in the portfolio of the different types of eligible assets.