Collective Investment Schemes Manage Assets Worth 480 Million Leva

Bulgaria’s collective investment schemes (mutual funds and investment vehicles) manage assets worth a total of 479.445 mln leva, Profit.bg statistics shows.
Number one in the list in terms of attracted assets is IC Advance Invest with a total of 44.256 mln leva, followed by two of DSK’s mutual funds – Growth and Balance with 36.7 and 36.3 mln leva respectively.
The top 5 also includes two of the four mutual funds of Raiffeisen – Raiffeisen (Bulgaria) Balanced Fund and Raiffeisen (Bulgaria) Fund Equity, whose assets amount to 35.88 and 28.26 mln leva according to BSE data.
Elana Balanced Fund, Advance Eastern Europe, TBI Eurobond, Elana Balanced $ Fund and MF Europe also made it in the top 10.
Another seven funds also manage assets worth over 10 mln leva, where MC Capman Asset Management has both of its representatives in this list – Capman Max and Capman Capital. The other five funds are Elana High Yield Fund, Standard Investment High Yield Fund, Status New Equity, BenchMark Fund – 2 and TBI Dynamic.
Top 20 of the collective investment schemes in Bulgaria:
№
Name
Type
Assets
1
IC Advance Invest AD
aggressive
44256323,40
2
MF DSK Growth
balanced
36703603,51
3
MF DSK Balance
balanced
36325078,75
4
MF Raiffeisen (
balanced
35885474,12
5
MF Raiffeisen (
aggressive
28264521,87
6
MF Elana Balanced Eurofund
balanced
21546980,00
7
MF Advance
aggressive
20756777,27
8
IC TBI Eurobond AD
conservative
19600094,66
9
MF Elana Balanced $ Fund
balanced
18436164,26
10
MF Europe
aggressive
17118500,14
11
MF Capman Max
aggressive
16072449,04
12
IC Elana High Yield Fund AD
aggressive
14305272,00
13
MF Standard Investment High Yield Fund
aggressive
14049391,43
14
MF Status New Equity
balanced
13483344,69
15
IC BenchMark Fund – 2 AD
aggressive
13115307,95
16
MF TBI Dynamic
aggressive
10815032,37
17
IC Capman Capital AD
balanced
10353016,89
18
MF UBB Premium Equity
aggressive
9383159,69
19
IC Zlaten Lev AD
balanced
8977390,08
20
MF TBI Harmony
balanced
8440974,09