Advance Invest is an open-end mutual fund, investing in stocks listed on the stock exchanges of the Balkan EU members – Bulgaria & Romania.
The fund's objective is to achieve capital appreciation through investments in leading companies representing the major sectors in these two countries.
Open-end mutual fund investing in the Eastern European stock markets.
Currently the fund has exposure to 6 countries in the region: Bulgaria, Romania, Serbia, Croatia, Russia and Ukraine. Should the market conditions change in the future, the fund has a mandate to add other CEE markets as well.
The fund aims to increase the value of the invested funds in the long term mainly through capital gains assuming moderate to high risk in Eastern European equities.
Advance Global Trends is an open-end mutual fund using a tactical asset allocation model to invest globally via exchange traded products. It is a multi-asset product providing exposure to equities, bonds, real estate and commodities. The portfolio is structured primarily using exchange-traded funds (ETFs).
The fund aims to maximize the return by investing in the top performing asset classes at any given moment, and at the same time to observe a strict control over the portfolio risk measures.
Advance Emerging Europe opportunities is an open-end mutual fund investing in Central and Eastern European equities, predominantly from Poland, the Czech republic, Hungary and the Baltic republics. The fund aims to provide an increase in the value of the investments in the long run through capital gains from equity investments in the CEE markets taking on a moderate to high risk.
Advance Conservative Fund is an open-end mutual fund investing predominantly in low-risk and highly liquid assets – bank deposits, short-term debt securities, bonds and repo agreements (with minimum exposure to equities).
The aim of the fund is the increase the value of the invested funds assuming low risk.