Ten Mutual Funds Provide Positive Return in H1

Ten Mutual Funds Provide Positive Return in H1

The mutual fund industry in Bulgaria thrived until a year ago. Twelve months later it is a whole different story for the sector. The results of the collective investment schemes for the first six months of the year are indicative of this.

A total of ten mutual funds and investment companies posted positive return for the first half of the year. Elana Fund Money Market topped the ranking with 3.94% return for the period, data of the Bulgarian Association of Asset Management Companies (BAAMC) show.

DSK Standard occupied the second spot with a return of 3.94% for the past six months. TBI Eurobond ranked third with a return of 3.16%.

Standard Asset Management's funds Standard Investment International Fund and Standard Investment High Yield Fund provided 38.67 and 37.48% negative return for the period, respectively. Alfa Index Top 20 ranked third to last. The fund provided a negative return of 35.42% for the last six months.

See the table for more details on the performance of the collective investment schemes that have been operating for more than six months:


Mutual fund/Investment company6-month return
Elana Fund Money Market3.94%
DSK Standard3.16%
TBI Eurobond3.02%
CCB Garant2.62%
Elana Eurofund2.55%
Raiffeisen (Bulgaria) Bond Fund2.30%
Raiffeisen (Bulgaria) Money Market Fund2.03%
UBB Platinum Bonds 1.79%
Advance IPO Fund0.60%
Conservative Savings Contractual Fund -0.91%
KD Bonds Bulgaria-1.42%
FIB Garant-2.47%
Mutual fund BenchMark Fund–1 Stocks and Bonds-3.34%
Invest Classic-3.39%
TBI Treasure-3.67%
TBI Comfort-3.69%
Somoni Eurostability-4.00%
Alfa Index Imoti-8.01%
Varchev Balanced Fund-8.23%
FIB Classic-8.25%
BenchMark Fund-3 Sector Real Estates -8.78%
Elana Balanced Eurofund-10.84%
TBI Harmony-11.09%
Elana Balanced Dollar Fund-11.56%
Sentinel Principal-12.43%
Elana High Yield Fund-13.53%
UBB Balanced Fund-13.82%
DSK Balance-14.83%
Invest Active-15.72%
KD Pelican-16.44%
FIV Avangard-17.20%
Somoni Strategy-18.47%
Zlaten Lev-18.68%
Raiffeisen (Bulgaria) Balanced Fund-19.18%
CCB Active-19.52%
Varchеv High Yield Fund-19.67%
CCB Leader-20.02%
Advance Eastern Europe-20.16%
Capman Capital -20.45%
Ug Market Maximum-21.31%
TBI Dynamic -22.03%
BenchMark Fund-2-23.37%
Aktiva Balanced-24.38%
Synergon Prestige-24.51%
Synergon Profit-24.62%
Alfa Selected Shares-25.08%
UBB Premium Equity-25.98%
Status Finance-26.53%
Status New Shares-26.80%
DSK Growth-27.79%
Raiffeisen (Bulgaria) Equity Fund-28.27%
Advance Invest-28.64%
Standard Invest Balanced Fund -28.67%
Capman Max -28.85%
Somoni Progress-30.08%
KD Equity Bulgaria-31.40%
Aktiva High Yield -32.10%
Alfa Index Top 20 -35.42%
Standard Invest High Yield Fund -37.48%
Standard Invest International Fund -38.67

Source: BAAMC (data as at June 30)

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