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29
March
2022
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Karoll Capital's funds in the "TOP 3 Mutual Funds 2021" ranking of PoitePari.bg

ADVANCE GLOBAL TRENDS AND ADVANCE EASTERN EUROPE HEAD THE 2021 MOITEPARI.BG RANKINGS OF TOP MUTUAL FUNDS IN BULGARIA

 

The ranking of MoitePari.bg is based on historical returns according to the risk profile of each fund, and there are 5 risk categories.

Advance Global Trends took the first place in the "Mixed Balanced Funds" category achieving a return of almost 22% for 2021. The fund’s results for the last 3 year are almost twice as high as the runner-ups in the ranking. Advance Global Trends is an open-ended mutual fund with a global focus, investing in different asset classes – shares (main part of the portfolio), bonds, commodities, etc. The portfolio is structured through exchange-traded funds and mutual funds, primarily in the US and Europe, and the fund is actively managed.

Advance Eastern Europe is among the best-performing funds in the "Equity Funds" category of MoitePari.bg. DF Advance Eastern Europe was also the winner in the category "Equity Funds in Emerging markets" in the annual ranking of Investor.bg for 2021, presented at the tenth edition of the Investor Finance Forum. The fund is open-ended and invests in the capital markets of Emerging Europe.

 

Disclaimer

Any investments referred to herein may involve significant risk and may not be suitable for all investors. Investors should be aware that investment returns may fluctuate and the value of the Funds' units and their income may decline, profit is not guaranteed and investors bear the risk of not receiving a full return compared to the funds originally invested. Investments in funds are not guaranteed by a guarantee fund created by the state or by any other type of guarantee. Past performance is not indicative of future performance of the Mutual Funds.

 

 

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