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

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

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