WVP Premium Equity is a fund that enables you to achieve an attractive return by investing in shares of leading global companies and taking advantage of the global growth of the world economy, especially of the most developed economies such as the USA, Germany and Switzerland. WVP Premium Equity is the largest equity fund in the Republic of North Macedonia, successfully investing the financial resources of thousands of citizens since 2014.
By investing in WVP Premium Equity you can expect growth of your capital by leveraging:
As of 30.09.2025, WVP Premium Equity is the largest equity fund in the Republic of North Macedonia.
This fund is a perfect fit for:
In managing the fund’s assets, the Company applies the long-standing expertise of the WVP Group, in particular the investment policy of the WVP Invest investment fund from Austria.
WVP PREMIUM EQUITY – an open-end investment fund, established with the approval of the Securities and Exchange Commission of the Republic of North Macedonia under Decision No. UP 1 08-95 of 18.11.2014.
*Data as of 31.03.2026
Financial and audit reports for WVP Premium Equity Open-End Fund
The strategy on which the portfolio of the WVP PREMIUM EQUITY fund is built contains a high level of risk — higher than that typical for money-market funds or for funds that invest exclusively in debt securities (bonds), but at the same time lower than that of funds investing exclusively in shares of small and medium companies or of companies from developing countries.
The calculation of the risk category is based on the historical movement of the unit price and the net asset value of the Fund since inception.
| Risk type | Impact level |
| WVP Premium Equity | |
| Market (Change in:) | |
| securities prices | high |
| interest rates | low |
| exchange rates | medium |
| liquidity risk | low |
| Credit risk | low |
| Political risk | low |
| Change of tax regulations | low |
| Counterparty risk | low |
| Operational risk | medium |
| Custody risk | low |
Market risk – Depends on the movement of market prices of the securities that form part of the Fund’s portfolio.
Credit risk – The probability that the issuer of a particular security will not be able, fully or partially, to settle its obligations at the time they fall due.
Interest-rate risk – Changes in interest rates may have a positive or negative impact on the value of the Fund’s assets, since most assets will be invested in debt securities and deposits with authorized banks in the Republic of North Macedonia.
Currency risk – arises when the price of one currency changes relative to another.
Liquidity risk – The probability that, at any given moment, the Fund will have difficulty obtaining funds to settle obligations related to the redemption of units, as a result of being unable to quickly sell financial assets at a price approximately equal to their real value — primarily because of unfavourable current market demand.
Political risk – The probability of potential political crises in the countries where the Fund has invested under this Prospectus may lead to a change in the Fund’s assets.
Risk of change in tax regulations – The probability that the legislative authority, in the Republic of North Macedonia or abroad, will change tax regulations in a way that would negatively affect the Fund’s return.
Operational risk – sums up all the uncertainties that are part of the Company’s day-to-day business activities. They may arise from failures in internal processes, human errors, IT, legal and system errors.
This fund carries a higher level of risk because it invests in company shares.
This means the investor becomes an indirect part-owner of large multinational businesses whose value is not fixed — it depends on their ability to grow, generate profits and adapt to broader economic conditions.
For that reason the fund’s value can vary significantly over shorter periods.
This risk does not arise from randomness but from real business and market factors that affect the companies. Even so, precisely because of this, this type of investment offers the potential for higher long-term returns, especially for investors with a longer time horizon and a tolerance for market fluctuations.
This fund is intended for investors with a long-term perspective who are willing to accept higher risk in exchange for potentially higher returns. It most often suits people who seek capital growth and who do not depend on short-term liquidity or value stability.
The recommended investment period is more than 10 years. This allows short-term market fluctuations to be absorbed and the growth potential to be realised. Long-term investing significantly increases the probability of a positive total return.
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