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Bulgarian Investment Funds Return Profile – Fund Type, Asset Manager, Fund’S Size And Management Fees

Author

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  • Jordan Jordanov

    (University of Economics - Varna, Varna, Bulgaria)

Abstract

This paper estimates the average returns, earned by the Bulgarian investment funds from December 31, 2014 to December 31, 2019, i.e., a total of 5 years. The period is divided to 2 sub periods – the first, consisting of 2 years (2015, 2016) and the second, consisting of 3 years (2017, 2018 and 2019). Then it contrasts and compares the returns of the Bulgarian Investment funds based on their investment philosophy, asset manager, fund’s size and management fees. In addition, realized fund returns are compared to the returns of SOFIX (The Bulgarian Stock Exchange Index) and interest rates of bank deposits.

Suggested Citation

  • Jordan Jordanov, 2020. "Bulgarian Investment Funds Return Profile – Fund Type, Asset Manager, Fund’S Size And Management Fees," Economic Science, education and the real economy: Development and interactions in the digital age, Publishing house Science and Economics Varna, issue 1, pages 419-430.
    • Handle: RePEc:vrn:cfdide:y:2020:i:1:p:419-430
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    More about this item

    Keywords

    Investment Funds; Return profile; Style; Asset manager; Size and Fees;
    All these keywords.

    JEL classification:

    • G23 - Financial Economics - - Financial Institutions and Services - - - Non-bank Financial Institutions; Financial Instruments; Institutional Investors

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