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Mutual Funds

Compass Invest manages seven mutual funds with different investment strategies and risk tolerance to meet the increasing demand for innovative thematic and core style funds from both institutional and individual investors

Mutual funds give investors access to professionally managed portfolios of equities, bonds, and other securities. By investing in a mutual fund, each client receives a share of a common portfolio of financial instruments, managed by a professional team with years of experience at Compass Invest JSC. The portfolio is based on a predetermined strategy and set of investment goals, described in detail in the Prospectus and/or the Fund rules and Policies. Investing in a mutual fund has many benefits such as professional management, high liquidity, economies of scale, portfolio diversification, transparency and tax breaks.

 

Compass Global Trends

A high-yield fund, which invests in global growth companies from the US, Europe, China and India. 
Yield for the period
on07.08.2020
19.6432 %

Compass Global Trends Savings Plan

The savings plan offers an easy way to ensure a good return on your savings.

Compass Euroselect

A high-yield fund, which invests in strong performing European companies.
Yield for the period
on07.08.2020
4.1524 %

Compass Euroselect Savings Plan

The savings plan offers you an easy way to ensure a good return on your savings.

Compass Funds Select-21

A high-yield fund, which invests in carefully selected and analysed funds.
Yield for the period
on06.08.2020
3.9517 %

Progress

A high-yield fund, which invests primarily in shares of Bulgarian companies.
Yield for the period
on06.08.2020
1.7627 %

Strategy

A balanced fund, which invests in equity and debt securities within Bulgaria.
Yield for the period
on06.08.2020
0.4839 %

Eurostability

A low risk fund, which invests primarily in Bulgarian debt securities.
Yield for the period
on06.08.2020
1.0116 %

Plus

A high-yield fund, which invests mainly in shares of Bulgarian companies.
Yield for the period
on06.08.2020
5.5619 %