Bank of Valletta plc (BOV) is committed to empowering its customers to make informed decisions about their finances, which lead to more beneficial outcomes. In line with this commitment, the Bank has just launched an Investment Funds Campaign, providing customers with unique investment opportunities to diversify and grow their portfolios.
Throughout this campaign, running until the 30th of June 2025, BOV is offering access to global markets through a 50% discount off the initial fees for the BOV Investment Funds, specifically the three funds: BOV Conservative Portfolio Fund, BOV Balanced Portfolio Fund, and BOV Growth Portfolio Fund.
These three distinct investment propositions provide potential investors the opportunity to be smart with their money aligning with their objectives and risk profile, depending on the stage of their financial lifecycle.
The suite of funds includes growth-oriented, balanced, and conservative investment strategies. The main distinction between the BOV Conservative Portfolio Fund, BOV Balanced Portfolio Fund, and the BOV Growth Portfolio Fund lies in the level of risk each fund carries, and the potential rewards associated with them.
BOV Growth Portfolio Fund is aimed at those investors with a higher tolerance for risk. Its objective is to achieve long-term capital growth by investing in a diversified portfolio with a medium to high risk investment strategy.
BOV Balanced Portfolio Fund is targeted at those investors who are seeking a combination of capital growth and income. It aims to provide long-term capital growth by investing in a diversified portfolio with a medium risk investment strategy.
BOV Conservative Portfolio Fund has a more conservative strategy, aimed at those investors who have a very low risk tolerance and primarily targets income generation. This fund provides a combination of income and long-term capital growth by investing in a diversified portfolio with a low to medium risk investment strategy.
The BOV Investment Funds invest globally across various regions, markets, and asset classes. The allocations to different asset classes change throughout the life of the three funds, depending on the views of the manager at the time. As opportunities in investment markets shift, the investment manager will adjust exposures to different asset classes to benefit from these opportunities.
Anyone interested in taking up one of the BOV Investment Funds can schedule an appointment by filling this
form. Further details can be obtained at
www.bov.com or by calling 2131 2020.
Past performance is not a guarantee to future performance. The value of the investment can go down as well as up and any initial charges may lower the amount invested and the amount received upon redemptions. Investments should be based on the full details of the Prospectus, Offering Supplement and the Key Information Document which may be obtained from BOV Asset Management Limited, Bank of Valletta p.l.c. Branches/ Investment Centres. The investments underlying this financial product do not take into account the EU criteria for environmentally sustainable economic activities. BOV Investment Funds are common contractual funds licenced by the MFSA and qualify as UCITS. BOV Asset Management Limited of Premium Banking, Premium Banking Centre, 475, Triq il-Kbira San Ġużepp, Santa Venera SVR1011 is licensed to conduct investment services in Malta under the Investment Services Act (Cap.370 of the laws of Malta) by the MFSA. The Funds are manufactured by BOV Asset Management Limited and distributed by Bank of Valletta p.l.c.