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Message to the investors in UBB funds, excluding the responsible investing funds
16 June 2025
UBB ExpertEase Defensive Balanced (LEVA)- BG9000003210
UBB ExpertEase Defensive Balanced (EUR)- BG9000004218
UBB ExpertEase Defensive Tolerant (LEVA)- BG9000006213
UBB ExpertEase Defensive Tolerant (EUR)- BG9000005215
UBB ExpertEase Dynamic Balanced (LEVA)- BG9000007211
UBB ExpertEase Dynamic Balanced (EUR)- BG9000008219
UBB ExpertEase Dynamic Tolerant (LEVA)- BG9000010215
UBB ExpertEase Dynamic Tolerant (EUR)- BG9000009217
UBB ExpertEase Highly Dynamic Tolerant (LEVA)- BG9000011213
UBB ExpertEase Highly Dynamic Tolerant (EUR)- BG9000012211
UBB Platinum Bulgaria- BG9000009050
Feeder investment funds under the Bulgarian law
KBC Asset Management NV – Branch in Bulgaria
of KBC AM NV, Belgium
89B Vitosha Blvd., 6 floor
UBB Millennium Center, Sofia 1463, Bulgaria
Investing in the Master invesment subfunds under the Belgian law:
Horizon KBC Defensive Balanced Institutional F share BG class in BGN-BE6324084720
Horizon KBC Defensive Balanced Institutional F share BG class in EUR-BE6324083714
Horizon KBC Defensive Tolerant Institutional F share BG class in BGN-BE6324086741
Horizon KBC Defensive Tolerant Institutional F share BG class in EUR-BE6324087756
Horizon KBC Dynamic Balanced Institutional F share BG class in BGN-BE6324088762
Horizon KBC Dynamic Balanced Institutional F share BG class in EUR-BE6324090784
Horizon KBC Dynamic Tolerant Institutional F share BG class in BGN-BE6324091790
Horizon KBC Dynamic Tolerant Institutional F share BG class in EUR-BE6324092806
Horizon KBC Highly Dynamic Tolerant Institutional F share BG class in BGN-BE6324093812
Horizon KBC Highly Dynamic Tolerant Institutional F share BG class in EUR-BE6324094828
Notice to unitholders
We are pleased to inform you that the prospectus of the above-mentioned funds will be updated on 18 August 2025.
Due to a change in the KBC Group Policy on Blacklisted companies referred to in the General exclusion policy for conventional and Responsible Investing funds of KBC Asset Management NV, the reference to nuclear weapons will be removed from the prospectus of the aforementioned funds. This will allow these sub-funds, which are not pursuing responsible investment objectives, to invest in companies involved in nuclear weapons as long as they are based in a member state of the North Atlantic Treaty Organisation (NATO), Austria, Switzerland or Ireland. This change is motivated by the fact that nuclear deterrence is considered essential for a credible European defence strategy in today's world. References to controversial weapons will by no means be removed. Investments in controversial weapons will therefore remain excluded.
The funds that do pursue responsible investment objectives will not be impacted, as an additional screening for nuclear weapons is applied to these funds, which will not allow investments in companies involved in nuclear weapons. The Exclusion policy for Responsible Investing funds will be amended so that there are no textual contradictions between the wording of the Exclusion policy for Responsible Investing funds and the General exclusion policy for conventional and Responsible Investing funds.
Participants in the affected sub-funds who do not accept these changes may request the free redemption of their units from 17 June 2025 to 17 August 2025 inclusive (before the end of the order reception period as stated in the prospectus) via the counters of the institutions providing the financial service, namely UBB bank.
The amended prospectus in force from 18.08.2025, the key information document and the latest financial reports will be available free of charge at the counters of the institutions providing the financial service, or available on the official website: www.ubbam.bg, in the "Documents" section of the respective fund. The information is also available on the official website of the Distributor - UBB AD - www.ubb.bg, in the "Savings and Investments" section, in Bulgarian.
KBC Asset Management NV – Branch in Bulgaria
