Compass Invest, an asset management company, was awarded for the third time in the 16-year history of the prestigious international competition by World Finance. It is a great honor for us to receive the 'Wealth Management Award' for Bulgaria once again and to be announced as the 'Best Wealth Management Provider 2023' in Bulgaria this year."A PwC report states that 'by 2027, only the most talented, adaptable and resilient asset managers will be able to navigate this difficult terrain and World of Finance once again recognizes their significant achievements in the Wealth Management Awards. - World of Finance Editorial Team. Over the years, Merrill Lynch, Eurobank, HSBC Global Asset Management, ABN AMRO, BNP Paribas Wealth Management and others have been honored with the same award.
"For us, this award is the result of our constant and purposeful efforts on the way to the financial success of our clients. We also accept it as Compass Invest's responsibility to maintain a distinguished management practice, proof of our dedication, the implementation of innovations and the constant search for efficiency," commented Dragomir Velikov, CIO.
"At Compass Invest we are guided by our desire to see clients calm, satisfied and, let's not forget, even more financially stable. Our main focus has always been on providing the most optimal financial solutions to our clients, tailored to their individual needs and goals. I sincerely thank everyone, customers, partners and colleagues in Compass Invest for the long-term trust. This award is for all of us." Ivaylo Angarski, CEO.
As of November 30, 2023, Compass Invest manages assets worth over BGN 380 million, including over BGN 230 million in diversified individual portfolios on international markets and over BGN 150 million in 7 mutual funds, various investment strategies and risk tolerance. We are proud to share that our most popular mutual fund "Compass Global Trends" once again topped the independent rankings of the leading financial media in Bulgaria for the highest yield for the six months and nine months of 2023.
Important information: This information is marketing material and does not constitute investment advice, advice, investment research or investment recommendation. The information is valid at the date of issue of the marketing material and may change in the future. The value of units in collective investment schemes changes over time and may be higher or lower than the value at the time of investment. Profits are not guaranteed and there is a risk that investors may not recover the full amount invested. Investments are not guaranteed by a guarantee fund created by the state or any other form of guarantee. Information about the performance of financial instruments in the past is not a reliable indicator of future results. Therefore, it is recommended that investors familiarize themselves with the Prospectus and the Key Investor Information Document before making a final investment decision. You can find these documents, in Bulgarian, on the website of "Compass Invest AD - www.compass-invest.eu, and upon request you can get a paper copy free of charge at the office of the management company at the address: Sofia, ul. Alabin No. 36, fl. 4 every working day from 9 a.m. to 5 p.m. Future results are subject to taxation depending on the personal circumstances of each investor and may change in the future. A summary of rights as investors is available at the following hyperlink, in Bulgarian: here. Contract funds managed by Compass Invest AD are actively managed without following an index. We inform you that UD Compass Invest AD may decide to stop offering the funds on the territory of the Republic of Bulgaria.