What is an investment fund?
An investment fund is a collective investment scheme, an entity without legal personality, which opens the doors to investments in a variety ...
What other saving options are there besides deposits or savings accounts?
Knowing other saving products besides classic deposits is the key to smart saving. Unfortunately, Romania is among the last ...
What is the reporting method?
For each fiscal year, BT Asset Management SAI issues a portfolio statement (proof document of the resulting gain), which must be submitted or sent to ...
Why choose BT Asset Management and not another fund manager?
BT Asset Management offers you a wide range of investment options. You can choose between fixed income funds (deposits, bonds) and funds with a ...
How can I find out the performance/earnings of a fund?
Investment fund performance, over different time periods, is available here.
Which funds beat inflation? Which funds bring higher gains than inflation?
Funds that have a component of listed stocks in their portfolio structure have the potential to perform above the average level of inflation, but also have a ...
Can cash transactions be made on funds?
No, operations are performed exclusively by bank transfer to/from the current accounts of the investment account holder. 🙂
What are the types of investment funds?
Through BT Asset Management you have the following types of funds in which you can invest😄: Fixed income funds Mixed funds Funds of ...
Does the earnings of the funds exceed the level of inflation?
The purpose of an investment fund can vary, ranging from setting aside placed amounts up to long-term capital growth. Usually, it ...
Can I use investment funds to save for retirement?
Of course. You can consider any of the BT Asset Management funds to save. For the investment funds managed by BT Asset ...
Can I add an authorized representative to the investment funds?
BT Asset Management does not accept the setting of authorized representatives on investment accounts.
How are earnings obtained from investment funds taxed?
Starting from 01.01.2026, earnings obtained by individual investors from investments in open-end investment funds will be taxed through ...
