Just Seven Bulgarian Funds Bring Return Higher Than 10% in The Past 12 Months

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Just Seven Bulgarian Funds Bring Return Higher Than 10% in The Past 12 Months

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%.

FundReturn
1Ug Market Maximum23,84
2Capman Max22,55
3TBI Harmony12,52
4Capman Capital12,1
5BenchMark 1 Shares and Bonds11,94
6Elana Balanced Euro Fund10,58
7Elana Balanced Dollar Fund10,14
8TBI Comfort9,09
9Elana High Yield Fund8,91
10KD Bonds Bulgaria8,66
11Alpha Index Properties8,22
12TBI Dynamic7,35
13Elana Eurofund6,45
14DSK Standard6,37
15TBI Eurobond6,36
16UBB Platinum Bonds5,75
17Zlaten Lev4,95
18Synergon Profit4,87
19Raiffeissen Bulgaria Binds4,69
20Raiffeissen Bulgaria Monetary Fund4,38
21UBB Balanced Fund3,99
22Sentinel Rapid3,72
23BenchMark Fund 3 Properties2,15
24Somoni Strategy1,81
25Alpha Index Top 20-0,15
26UBB Premium Shares-0,5
27KD Pelican-0,54
28Somoni Proggress-1,45
29BechMark Fund 2 Shares-1,62
30DSK Balance-1,77
31Sentinel Principal -3,07
32CCB Leader-3,2
33Varchev High Yield Fund-3,34
34Somoni Eurostability-3,74
35CCB Active-3,84
36KD Shares Bulgaria-4,42
37Raiffeissen Bulgaria Balanced Fund-5,2
38Conservative Savings Fund-7,4
39DSK Growth -8,61
40Synergon Prestige-8,74
41Advance Invest-10,83
42Standard Invest Balanced Fund-12,03
43Advance eastern Europe -12.14%
44Europe-14,18
45Raiffeissen Bulgaria Shares-14,69
46Standard Invest High Yield Fund-17,05
47Status New Shares-20,73
48Standard Invest International-32,65
49Status Finance -34,27

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