“Efficient” in one step capital market
Charisma Financial Group has so far accepted various funds with the aim of creating a wide range of investment solutions for different purposes and tastes. There are currently various tools for risk-free and fixed-income investing, investing in corporate stocks, investing in gold, investing in private companies and investing in medium risk, known as mixed investment funds. Charisma product portfolio can be seen. Charisma, which with Kamand Investment Fund holds the title of the largest tradable fund in the market, this time has another type of fixed income fund of the second type in the underwriting order.
Start subscribing to the second type of fixed income fund
Fund underwriting The fixed income investment of the second type of “Kara” will be done by OTC Iran from Saturday, 07/17/1400 to 07/21/1400 for 5 working days. The purchase price of each unit is 10 thousand Rials, which is in fact equal to the nominal price, and no commission will be paid for the purchase of these units. In addition, the ceiling of available units is 99 million units.
Mohammad Reza Khani, director of fixed income instruments of Charisma Financial Group, said regarding the underwriting of Kara Fund:
There are currently several options for investing in a fixed and risk-free form in Charisma Finance Group, such as the Charisma Issuance and Cancellation Fund and the Tradable Fund or the Kamand ETF. Kara II type investment fund is also a tradable type, which has differences with the previous two funds, and the most important is the lack of monthly profit sharing.
The right to choose how to receive a profit
Given that some investors are reluctant to withdraw capital from their investment in the form of monthly profits and intend to make a profit on the profit of each period or some kind of reinvestment with the profit of each period, we established Kara Fund . In many ways, this fund is similar to the other charismatic tradable fund, Kamand, which is the largest tradable fund on the market, but unlike Kamand, Kara does not have a monthly dividend distribution, and the monthly profit is cumulatively calculated on the net asset value and a kind of recapitalization. Is placed.
Khani added Kara Fund In terms of risk and return, it will not be much different from Kamand. In order to create the right to choose how to receive the profit of both options, ie receiving cash profit on a monthly basis or reinvesting the profit of each period, Kara Fund has been established.
No obligation to invest in stocks in Kara
He also added about the other difference between Kara II type fund and other fixed income funds: If we want to deal with the most important difference between these two types of funds except the way of receiving profit, we must say that the obligation to buy shares is the most important of these differences. Fixed income funds such as Kamand Trading Fund and Charisma Fixed Income Issuance and Cancellation Fund are required to invest 15% of their net worth in the stock. And it is said that a maximum of 5% investment in shares is required, which means that if a share is not bought in this fund, there is no obstacle. This makes the efficient second type fund even less risky than other fixed income funds.
The closest experience to this type of fund can be considered as funds that invested only in fixed income securities. The mission of these funds is to take investors out of risk and even in this type of fund. Reduced the share purchase amount to zero and invested entirely in securities. Of course, there may be very good conditions in the market at some point, and this opportunity can be used to invest in shares in these types of funds and earn double profits. But the important thing is that there is no obligation for the manager of the second type fund to influence his portfolio by requiring him to invest in stocks.
In fact, the fund manager can allocate the entire fund portfolio to securities. At present, Kara must have at least 90% of fixed income securities and bank deposits, which shows that the nature of the second type of fund is very similar to fixed income and is attractive for investors who are interested in investing in this field. is considered.
For more information about Kara II Type Investment Fund, you can refer to the Charisma Financial Group system at charisma.ir or call 41000 with Charisma Financial Group consultants.