Mutual Funds with Biggest Return in Last 12 Months

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Mutual Funds with Biggest Return in Last 12 Months

A total of six Bulgarian mutual funds provided more than 20% return in the last 12 months, data of the Bulgarian Association of Asset Management Companies (BAAMC) and Profit.bg show.

Ug Market Maximum topped the ranking with a 39.16% return, followed by Capman Capital (27.8%) and Capman Max (23.61%).

TBI Dynamic and TBI Harmony, two of the collective investment schemes of TBI Asset Management, occupied the number four and five spots, respectively. Elana Balanced $ Fund ranked sixth with 20.13% return for the last 12 months.

Elana High Yield Fund (18.85%), Elana Balanced Euro Fund (18.06%), BenchMark Fund-1 and Advance Eastern Europe rounded out the top ten.

Mutual funds TBI Comfort, Alfa Index Imoti, UBB Premium Equity Fund, KD Bonds Bulgaria and UBB Balanced Fund provided over 10% return for the period.

Further fifteen collective investment schemes provided positive return in the last 12 months, while 11 others had a negative return in the period.

 

FundReturn
1Ug Market Maximum39.16%
2Capman Capital27.80%
3Capman Max23.61%
4TBI Dynamic22.41%
5TBI Harmony22.25%
6Elana Balanced $ Fund20.13%
7Elana High Yield Fund18.85%
8Elana Balanced Euro Fund 18.06%
9BenchMark Fund-115.30%
10Advance Eastern Europe 14.70%

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