Which Mutual Funds Provided Biggest Return for the Last 12 Months?

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Which Mutual Funds Provided Biggest Return for the Last 12 Months?

The Bulgarian Association of Asset Management Companies (BAAMC) shows. Ug Market Maximum's standard deviation stood at 19.66%. The return of the mutual fund since its intitial public offering of units on September 18, 2006 stands at 82.25%.

Capman's collective investment schemes Capman Max and Capman Capital ranked second and third, respectively, in terms of return for the last 12 months. Capman Max's return amounted to 41.9% for the period, while Capman Capital provided 38.5% return.

The standard deviation of the two collective investment schemes stood at 21.48% and 17.81%, respectively. Capman Max has provided 78.55% return since January 5, 2006 when the initial public offering of units in the fund started. Units in Capman Capital were initially offered on September 28, 2004. The return of the collective investment scheme amounts to 44,75% for this period of over three years.

TBI's TBI Dynamic mutual fund occupies the number four spot in BAAMC's ranking with a 37.49-percent return for the last 12 months. The standard deviation of the fund stands at 17.49%, while the return since the initial public offering of its units on September 7, 2005 amounts to 30.72%.

Elana's ELANA Balanced $ Fund rounds out the top five with 32.91% return for the last 12 months. The standard deviation of the fund stands at 10.39%. The fund has provided 30.96% return since its initial public offering on March 6, 2006.
Karoll's Advance Eastern Europe and Balkan Capital management's Europe mutual funds provided -1.43% and -3.95% return, respectively, for the last 12 months. The two funds invest in foreign stocks.

Advance Eastern Europe's standard deviation stood at 15.46%, while Europe's was 13.68%. The two funds provided 9.75% and 16.54% return, respectively, since their initial public offering of units.

You can find comprehensive information on the return of the mutual funds for the last 12 months and for the period January-February 2008 in the table below:

 

FundReturn - last 12mReturn Jan-Feb
Ug Market Maximum51,19%-13,20%
Capman Max41,90%-18,04%
Capman Capital38,50%-12,75%
TBI Dynamic37,49%-10,31%
Elana Balanced $ Fund32,91%-5,03%
Elana High Yield Fund31,72%-6,37%
TBI Harmony29,58%-5,74%
Elana Balanced $ Fund28,37%-4,89%
UBB Premium Equity Fund24,39%-14,24%
Alpha Index Imoti21,64%-3,19%
BenchMark Fund–1 20,41%-0,82%
Advance Invest19,20%-15,18%
BenchMark Fund-3 18,55%-3,12%
BenchMrk Fund-217,75%-12,96%
Synergon Profit17,13%-14,30%
TBI Comfort16,94%-1,89%
UBB Balanced Fund15,49%-7,60%
Varchev High Yield Fund 15,32%-9,70%
KD Equity Bulgaria14,94%-18,30%
Zlaten Lev14,77%-9,56%
DSK Growth12,22%-13,93%
KD Bonds Bulgaria11,98%-1,47%
KD Pelikan 10,08%-9,60%
DSK Balance10,05%-7,61%
SI High Yield Fund 9,87%-17,37%
Status New Shares9,59%-12,32%
SI Balanced Fund 8,23%-14,29%
Raiffeisen Balanced Fund6,74%-10,04%
Alpha Index Top 206,48%-18,43%
DSK Standard6,42%1,30%
Elana Eurofund6,41%0,95%
TBI Eurobond6,28%0,96%
UBB Platinum Bonds5,57%0,67%
Raiffeisen Bond Fund4,77%0,93%
Raiffeisen Money Market Fund4,10%0,52%
Raiffeisen Equity Fund2,33%-14,75%
Synergon Prestige0,43%-14,89%
Advance Eastern Europe-1,43%-14,06%
Europe-3,95%-16,42%



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