Semiconductors, cloud technologies, and software. These are three extremely important and key industries that we need to follow closely. Three investment topics that participate in the portfolio of the mutual fund “Compass Global Trends”.
 

The disruption of the supply chains leads to a fast rising in chip prices, which puts pressure on the manufacturers. However, they become more and more dependent on them. As the demand for chips increases rapidly, even after the resumption of supplies, the appetite for semiconductors will not be weaken. Today, one brand new car uses up to 3000 chips and this number continues to grow with every subsequent model.
 

Many experts believe that we are still at the dawn of the “cloud” transition, but the semiconductors are the backbone of the cloud technologies; they are the main power component. If analysts turn out to be correct, and this is most likely to happen, we should expect an avalanche increase of both demand and supply of chips and semiconductors. The manufacturers of processors like Advanced Micro Devices, can confirm that the demand of semiconductors increases throughout the years. This company is part of the portfolio of the mutual fund “Compass Global Trends”.
 

If we assume that the chips are on “cloud” systems, then we can say that the software is the brain. Today, the software leads to progress not only in e-commerce and finance, but also in healthcare, education, transportation, construction, and agriculture. This is why, despite the poor beginning of this year for the technology companies’ shares, we see a long-term upward perspective. The world becomes more dependent on this kind of technologies and the demand will increase. This will lead to long-term return on investments in quality technology companies.
 

 

If you want to take advantage of this tendency….

Take a look at how you can buy shares from the mutual fund “Compass Global Trends”: https://bit.ly/compass-global-trends

Choose the solution - Savings plan through investments in mutual fund “Compass Global Trends”: https://bit.ly/compassinvest-savings-plan

 

This information is marketing material and does not present investment consultation, advice, investment research, or investment recommendation. The information is valid as of the issue date of the marketing material and may alter in the future. The value of the units in the collective investment schemes changes over time and it could be higher or lower from the value at the time of the investment. No profits are guaranteed and risk exists for the investors to not receive the full amount of their investments. Investments are not guaranteed by a guarantee fund which is created by the country or another form of guarantee. Information on the performance of the financial instruments in the past is not a reliable indicator for future performance. Therefore, it is recommended for investors to acquaint themselves with the Prospectus and the Document with key information for investors before making a final investment decision. You can find these documents in Bulgarian on the website of Compass Invest - www.compass-invest.eu, and you can request and get a free paper copy at the office of the management company at: Sofia, 19 George Washington Str, floor 2, during every business day from 9 am to 5 pm. Future results are subject to taxation, which depends on the personal situation of each investor and may change in the future. A summary of the rights of the investors is available at the following hyperlink in Bulgarian: here. The mutual funds, which are managed by Compass Invest, are actively managed without following an index. We would like to inform you that Management Company Compass Invest can make a decision to terminate the offering of funds on the territory of the Republic of Bulgaria. The investment in units of mutual funds, in addition to benefits, carries certain risks like: liquid, operational, interest, currency, and political risk, as well as macroeconomical risk, currency risk, concentration risk, etc. The full information about risks can be found in the Prospectus of the respective fund.

 

Risks:

Despite benefits, the investment in shares of mutual funds brings certain risks like:

1) Market risk with the following components: a) interest risk related to a decrease of the value of the investment due to a change of the interest rates levels b) currency risk related to a decrease of the value of the investment, denominated in a currency which is different from BGN and EUR c) price risk related to a decrease of the value of the investment in the case of unfavorable changes of the market’s prices;

2) Credit risk – related to a decrease of the value of the position in the case of unexpected events with a credit nature which are related to the issuers of financial instruments, the counter side of exchange and OTC transactions, as well as countries, in which they operate;

3) Operational risk – from errors or flaws in the system of the organization

4) Liquidity risk – in case of forced sales of assets under unfavorable market conditions;

5) Concentration risk – in case of incorrect diversification of exposures to groups of related clients, from the same economic branch, geographic area, etc.

6) Position risk which is related to the change of price of a certain instrument in result of factors related to the issuer or in case of a derivative instrument – related to the issuer of the base instrument;

 

Additional information for the risks can be found in the Prospectus of the respective fund, which is available here: www.compass-invest.eu