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BOV Capital Guaranteed Fund 2027
Fact Sheet - 04 June 2026
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Fund Data
Fund Managers
Top Holdings
Asset Allocation
Share Price Perf. Chart
Other Details
Fund Comparison
Investment Objective
The Fund aims to guarantee Unitholders’ initial investment and a fixed return of 3% per annum thereon, in accordance with the terms of the Offering Supplement of the Fund.
Fund Data
Manager
BOV Asset Management
Advisor
BOV Asset Management
Custodian
Bank of Valletta p.l.c
Launch Date
20 November 2023
Fund Currency
Euro
Minimum Lump Sum Investment
5000
Monthly Investment Plan
N/A
Initial Charge
N/A
Exit Fee
Up to 5% of the amount invested
Annual Management Fee
1
Annual Administration Fee
Dealing Frequency
Income Distribution Frequency
For further details
Fund Manager
Top holdings (As at )
%
Asset Allocation Chart (As at )
Share Price Performance Chart
The performance figures quoted refer to the past and past performance is not a guarantee to future performance
Percentage Annual Performance %
Year Income Return Capital Return Total Return
2026 0.00 -0.85 -0.85
2025 0.00 -0.68 -0.68
2024 0.00 1.63 1.63
Share Price (As at 03 June 2026)
101.79020
Income Yield (As at 03 June 2026)
0.00%
Manager Commentary
As at: 31 December 2024

     

Fund Comparison Chart
The performance figures quoted refer to the past and past performance is not a guarantee to future performance
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BOV Asset Management Limited is licensed to conduct investment services in Malta under the Investment Services Act (Cap.370 of the laws of Malta) by the Malta Financial Services Authority.