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

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

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