What we offer
| Emerging Europe equity strategies for professional investors | ||||
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Emerging Europe Opportunities | Central Europe | Balkan | Thematic: High-Growth Exporters | Custom |
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The strategy invests in: Poland, Turkey, Russia, Czech Republic, Hungary, Latvia, Lithuania, Estonia, Romania, Austria, Croatia, Bulgaria, Greece, Serbia.
| Strategy vs. Benchmark performance, in EUR, as of December 31, 2021 | ||||||||
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| 1 month | Year-to-date | 1 year | 3y return (annualized) | 5y return (annualized) | since inception* | Volatility | Alpha | |
| MSCI EFM Europe+CIS | -1.87% | 18.34% | 18.34% | 5.50% | 1.43% | -2.61% | 24.99% | N/A |
| Emerging Europe Opportunities Strategy | 1.22% | 29.89% | 29.89% | 15.49% | 8.18% | 1.28% | 20.05% | 10.68% |
The strategy invests in: Poland, Hungary, Czech Republic, Austria, Estonia, Latvia, Lithuania.
| Strategy vs. Benchmark performance, in EUR, as of December 31, 2021 | ||||||||
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| 1 month | Year-to-date | 1 year | 3y return (annualized) | 5y return (annualized) | since inception* | Volatility | Alpha | |
| MSCI EFM Europe+CIS ex.Russia | 2.67% | 11.71% | 11.71% | -1.18% | -1.35% | -5.50% | 25.01% | N/A |
| Central Europe Strategy | 2.92% | 24.13% | 24.13% | 7.80% | 5.46% | 0.88% | 22.43% | 9.02% |
The strategy invests in: Bulgaria and Romania.
The strategy invests in: sectors such as Industrial development, Outsourcing, ICT, Tourism, High-growth exporters benefiting from low labor costs, highly skilled workforce and lowest taxes in a fast-growing region with strategic location.
The strategy invests in: Emerging Europe countries and sectors as per client requirements.
Investment style and Objective: as per client requirements.
The Advance Funds range
The Advance range of UCITS-compliant mutual funds is established and managed by Karoll Capital Management. 15 years ago we launched the first stock mutual fund, thus changing the landscape of the local financial industry.
The Advance funds provide a convenient and effective access to the compelling market opportunities in Emerging Europe. With a clear regional focus, over the years the funds have helped thousands of local and international investors take advantage of the region’s excellent growth potential.
The funds are managed by a team of seasoned investment specialists with long tenure, driven by their passion for the emerging and frontier markets. Karoll’s Investment Committee consists of portfolio managers with solid capital markets expertise specifically in Emerging Europe. With excellent analytical capabilities and quick on-the-ground access to investment opportunities, our mutual funds consistently outperform their regional benchmarks and peers.
| YTD | 1 year | 3 years annualized | 5 years annualized | Volatility | Alpha | |
|---|---|---|---|---|---|---|
| MSCI EFM Europe +CIS | 18.34% | 18.34% | 5.50% | 1.43% | 24.99% | N/A |
| MSCI EFM Europe +CIS ex RU | 11.71% | 11.71% | -1.18% | -1.35% | 25.01% | N/A |
| Emerging Europe Opportunities strategy | 29.89% | 29.89% | 15.49% | 8.12% | 20.05% | 10.68% |
| Central Europe strategy | 24.13% | 24.13% | 7.18% | 5.46% | 22.43% | 9.02% |
| Balkan strategy | 36.10% | 36.10% | 11.40% | 9.00% | 14.86% | 11.17% |
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A truly global asset manager
Since 2012 Karoll Capital Management represents Schroder Investment Management in the local market. With over EUR 815 billion assets under management and an international network spanning 37 offices in 27 countries, Schroders has the perspective and expertise to identify major investment potential wherever it is located.
We provide direct access to 170+ of Schroders' mutual funds registered in Luxembourg. They all have a specific investment focus in various geographies and asset classes, covering the entire spectrum of investment opportunities.