Karoll Capital funds top Investor.bg's ranking for "Emerging Markets"
ADVANCE EASTERN EUROPE AND ADVANCE INVEST funds ARE the leaders IN 2021.
Advance Eastern Europe MF was the top performer in the “Emerging Markets Mutual Funds” category of Investor.bg annual ranking in 2021, presented during the tenth edition of Investor Finance Forum.
The three-time winner in the category over the period 2018-2020 - Advance Invest MF - came second.
Advance Eastern Europe MF markedly leads in its category with 8 200 points. The return since the beginning of the year stands above +33%. The fund gives convenient exposure to leading companies in the CEE region, most of which hard to access by retail investors. The strategy’s focuses 8 countries in Eastern Europe, including Russia and Turkey.
Advance Invest MF invests in Bulgarian and Romanian stocks. The fund's objective is to achieve capital appreciation through investments in leading companies representing the major sectors in these two countries. The fund has returned above +28% since the start of the year.
If you are interested in investing in one of our Advance mutual funds, please contact us.
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Disclaimer
This is a marketing communication. Please review the prospectus and the 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's shares and the income from them may decrease; profit is not guaranteed, and investors bear the risk of not recovering their investments in full. Investments in funds are not guaranteed by a state-established guarantee fund or any other type of guarantee. Past performance does not relate to future results of an investment company. Future results are subject to taxation, which depends on each investor's personal situation and may change in future periods. The documents are available in Bulgarian 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 fund is actively managed and does not follow an index. A summary of shareholder rights is available at https://karollcapital.bg/uploads/2023/Prava_na_pritejatelite.pdf