What we offer
| Emerging Europe equity strategies for professional investors | ||||
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Emerging Europe Aggregate | Central Europe | Balkan | Eastern Europe | Thematic-custom |
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The strategy invests in: Poland, Turkey, Czech Republic, Hungary, Latvia, Lithuania, Estonia, Romania, Austria, Croatia, Bulgaria, Greece.
| Strategy vs. Benchmark performance, in EUR, as of December 31, 2023 | ||||||||
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| 1 month | Year-to-date | 1 year | 3y return (annualized) | 5y return (annualized) | since inception* | Volatility | Alpha | |
| MSCI EFM EUROPE+CIS | 1.20% | 20.55% | 20.55% | -22.19% | -14.11% | -7.20% | 37.88% | N/A |
| EMERGING EUROPE AGGREGATE SMA | 3.46% | 24.58% | 24.58% | 2.88% | 5.17% | -0.04% | 21.83% | 11.69% |
The strategy invests in: Poland, Hungary, Czech Republic, Austria, Estonia, Latvia, Lithuania, Slovenia, Greece.
| Strategy vs. Benchmark performance, in EUR, as of December 31, 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 month | Year-to-date | 1 year | 3y return (annualized) | 5y return (annualized) | since inception* | Volatility | Alpha | |
| MSCI EFM Europe+CIS ex.Russia | 1.20% | 20.55% | 20.55% | 7.99% | 1.70% | -4.13% | 17.91% | N/A |
| Central Europe Strategy | 4.70% | 27.62% | 27.62% | 9.91% | 6.02% | 1.19% | 15.59% | 3.48% |
The Advance Funds range
The Advance range of UCITS-compliant mutual funds is established and managed by Karoll Capital Management. 19 years ago we launched the first stock mutual fund, thus changing the landscape of the local financial industry.
The Advance funds provide a convenient and effective access to the compelling market opportunities in Emerging Europe. With a clear regional focus, over the years the funds have helped thousands of local and international investors take advantage of the region’s excellent growth potential.
The funds are managed by a team of seasoned investment specialists with long tenure, driven by their passion for the emerging and frontier markets. Karoll’s Investment Committee consists of portfolio managers with solid capital markets expertise specifically in Emerging Europe. With excellent analytical capabilities and quick on-the-ground access to investment opportunities, our mutual funds consistently outperform their regional benchmarks and peers.
| YTD | 1 year | 3 years annualized | 5 years annualized | Volatility | Alpha | Div. Yield | |
|---|---|---|---|---|---|---|---|
| MSCI EFM Europe+CIS ex RU | 20.55% | 20.55% | 7.99% | 1.70% | 17.91% | N/A | 3.81% |
| Central European Strategy | 27.62% | 27.62% | 9.91% | 6.07% | 15.59% | 3.48% | 4.80% |
| Balkan Strategy | 18.25% | 18.25% | 18.25% | 10.97% | 10.22% | 14.85% | 4.11% |
A truly global asset manager
Since 2012 Karoll Capital Management represents Schroder Investment Management in the local market. With over EUR 815 billion assets under management and an international network spanning 37 offices in 27 countries, Schroders has the perspective and expertise to identify major investment potential wherever it is located.
We provide direct access to 170+ of Schroders' mutual funds registered in Luxembourg. They all have a specific investment focus in various geographies and asset classes, covering the entire spectrum of investment opportunities.
Disclaimer:
This is a marketing communication. Please review the prospectus and key information document of the respective fund before making an investment decision. The information is valid as of the date of issuance of the marketing material and may change in the future. The provided information does not constitute investment advice, counsel, investment research, or a recommendation to invest and should not be interpreted as such. The value of the fund shares and the income from them can decrease, profits are not guaranteed, and investors bear the risk of not recovering their full investments. Investments in funds are not guaranteed by a state-established guarantee fund or any other type of guarantee. Past performance is not indicative of future results of the investment company. Future results are subject to taxation, depending on the personal situation of each investor and may change in future periods. Documents are available in Bulgarian and/or English on the website www.karollcapital.bg and can be obtained free of charge in paper form at the office of the Management Company upon request. The funds are actively managed and do not follow an index. A summary of investor rights can be found here: https://www.schroders.com/bg-bg/bg/profesionalisti-investitori/obobshtenie-na-pravata-na-investorite/. A summary of shareholder rights is available at https://karollcapital.bg/uploads/2023/Prava_na_pritejatelite.pdf