Collective Investment Schemes Manage Assets Worth 480 Million Leva

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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 (Bulgaria) Balanced Fund

balanced

35885474,12

5

MF Raiffeisen (Bulgaria) Fund Equity

aggressive

28264521,87

6

MF Elana Balanced Eurofund

balanced

21546980,00

7

MF Advance Eastern Europe

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


In the past couple of months alone 9 new investment schemes appeared on the market, three of them owned by MC Somoni Asset Management (Somoni Progress, Somoni Strategy and Somoni Eurostability), two of Synergon Asset Management (Synergon Profit and Synergon Prestige) and two of CCB Asset Management (CCB Leader and CCB Active), as well as MF Varchev Balanced Fund and MF Conservative-Saving, managed by Balkan Capital Management.

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