BULGARIAN INVESTMENT FUNDS RETURN PROFILE FUND TYPE, ASSET MANAGER, FUND S SIZE AND MANAGEMENT FEES

Jordan Jordanov ()
Additional contact information
Jordan Jordanov: University of Economics - Varna, Varna, Bulgaria

Economic Science, education and the real economy: Development and interactions in the digital age, 2020, issue 1, 419-430

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.

Keywords: Investment Funds; Return profile; Style; Asset manager; Size and Fees (search for similar items in EconPapers)
JEL-codes: G23 (search for similar items in EconPapers)
Date: 2020
References: Add references at CitEc
Citations:

Downloads: (external link)
https://ue-varna.bg/uploads/filemanager/303/publis ... _economy_T1_2020.pdf (application/pdf)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:vrn:cfdide:y:2020:i:1:p:419-430

Access Statistics for this article

Economic Science, education and the real economy: Development and interactions in the digital age is currently edited by Zoya Mladenova

More articles in Economic Science, education and the real economy: Development and interactions in the digital age from Publishing house Science and Economics Varna Contact information at EDIRC.
Bibliographic data for series maintained by Zoya Mladenova ().