Just 7 out of the 49 Bulgarian collective investment schemes announcing results for the past 12 months have brought return higher than 19% during the period, show data by the Bulgarian Association of Asset Management Companies and Profit.bg.
Ug Market Maximum and Capman Max top the list with 23.84% and 22.55%. Third is TBI Harmony with 12.52%.
Capman Capital, which brought 12.1% to investors, also maked it into top 5. BenchMark Fund 1, Elana Balanced Euro Fund and Elana Balanced Dollar Fund brought more than 10% to their investors.
We must note that 24 out of the 49 funds reported positive return for the past 12 months.
The worst performers are Status Finance and Standard Invest International Fund, which lost 34% and 32% respectively. Status New Shares is at -20.7%, while Standard Inv High Yield Fund has lost a little over 17% of investors' money.
Raiffeissen Bulgaria Fund Shares, DF Europe, Standard Inv Balanced Fund and Advance Invest all reported losses of more than 10%.
№ | Fund | Return |
1 | Ug Market Maximum | 23,84 |
2 | Capman Max | 22,55 |
3 | TBI Harmony | 12,52 |
4 | Capman Capital | 12,1 |
5 | BenchMark 1 Shares and Bonds | 11,94 |
6 | Elana Balanced Euro Fund | 10,58 |
7 | Elana Balanced Dollar Fund | 10,14 |
8 | TBI Comfort | 9,09 |
9 | Elana High Yield Fund | 8,91 |
10 | KD Bonds Bulgaria | 8,66 |
11 | Alpha Index Properties | 8,22 |
12 | TBI Dynamic | 7,35 |
13 | Elana Eurofund | 6,45 |
14 | DSK Standard | 6,37 |
15 | TBI Eurobond | 6,36 |
16 | UBB Platinum Bonds | 5,75 |
17 | Zlaten Lev | 4,95 |
18 | Synergon Profit | 4,87 |
19 | Raiffeissen Bulgaria Binds | 4,69 |
20 | Raiffeissen Bulgaria Monetary Fund | 4,38 |
21 | UBB Balanced Fund | 3,99 |
22 | Sentinel Rapid | 3,72 |
23 | BenchMark Fund 3 Properties | 2,15 |
24 | Somoni Strategy | 1,81 |
25 | Alpha Index Top 20 | -0,15 |
26 | UBB Premium Shares | -0,5 |
27 | KD Pelican | -0,54 |
28 | Somoni Proggress | -1,45 |
29 | BechMark Fund 2 Shares | -1,62 |
30 | DSK Balance | -1,77 |
31 | Sentinel Principal | -3,07 |
32 | CCB Leader | -3,2 |
33 | Varchev High Yield Fund | -3,34 |
34 | Somoni Eurostability | -3,74 |
35 | CCB Active | -3,84 |
36 | KD Shares Bulgaria | -4,42 |
37 | Raiffeissen Bulgaria Balanced Fund | -5,2 |
38 | Conservative Savings Fund | -7,4 |
39 | DSK Growth | -8,61 |
40 | Synergon Prestige | -8,74 |
41 | Advance Invest | -10,83 |
42 | Standard Invest Balanced Fund | -12,03 |
43 | Advance eastern Europe | -12.14% |
44 | Europe | -14,18 |
45 | Raiffeissen Bulgaria Shares | -14,69 |
46 | Standard Invest High Yield Fund | -17,05 |
47 | Status New Shares | -20,73 |
48 | Standard Invest International | -32,65 |
49 | Status Finance | -34,27 |