10-Year Anniversary of Karoll Capital’s Partnership with Schroders

On the eve of the 20th anniversary of the establishment of Karroll Capital Management, we also celebrate the 10th anniversary of our partnership with the top British asset manager, Schroders. Half of our history is closely related to the London-based global investment company. Schroders themselves are already 222 years old and have gone through some of the most exciting events on the old continent - periods of economic prosperity and stock market boom, as well as crises, recessions, wars and disasters. Nevertheless, today Schroders is bigger and more stable than ever – with assets over EUR 800 billion, 4000+ experts on 5 continents, 200+ funds in all assets and regions.

Over 700 fund managers, analysts, strategists and economists are based in all corners of the earth to feed their global network with local knowledge and unique investment ideas. Schroders offers a comprehensive range of mutual funds in equities, bonds and alternative assets across all geographies and economic sectors. While being for-profit investors for their clients, Schroders are also leaders in integrating ESG processes with care for nature and society.

Karoll Capital's contribution to this success story is the easy access that we provide to these global investment opportunities to our thousands of individual, corporate and institutional clients since 2012. Within these 10 years investors in Bulgaria and Romania entrusted us with almost BGN 200 million in nearly 200 Schroders funds registered in Luxembourg.

Risk Warning

The information provided here is marketing material and does not constitute investment advice, a recommendation, investment research, or an investment recommendation and should not be construed as such. The information is valid as of the date of issuance of the marketing material and may change in the future. The value of the fund's shares and the income from them may decrease. 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 returns. Future results are subject to taxation, depending on the personal situation of each investor, and may change in future periods. Before making a final investment decision, it is recommended that investors review the prospectus and the key information document of the respective fund. The documents are available in Bulgarian and 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. A summary of investors' rights can be found here.