site.btaInvestment Fund Assets in Bulgaria Top BGN 12 Bln in June, Central Bank Says

Investment Fund Assets in Bulgaria Top BGN 12 Bln in June, Central Bank Says
Investment Fund Assets in Bulgaria Top BGN 12 Bln in June, Central Bank Says
The building of the Bulgarian National Bank, in Sofia, January 27, 2022 (BTA Photo/Vladimir Shokov, Archive)

Assets managed by local and foreign investment funds in Bulgaria reached BGN 12.08 billion at the end of June, the Bulgarian National Bank said on Tuesday. 

This marked a year-on-year increase of BGN 1.45 billion (13.7%) and a month-on-month rise of BGN 75.7 million (0.6%). As a share of GDP, total assets stood at 5.5%, up from 5.2% a year earlier and unchanged from Q1 2025.

Local investment fund assets amounted to BGN 3.91 billion in June, up BGN 474.3 million (13.8%) year-on-year and BGN 77.4 million (2%) quarter-on-quarter. 

Equity funds rose by BGN 343.9 million (16.4%) to BGN 2.44 billion year-on-year, while balanced funds, real estate funds, and other funds increased by BGN 84.5 million (17.2%) to BGN 575.7 million. 

Compared to Q1, equity funds grew by BGN 67.8 million (2.9%) and balanced, real estate and others edged up by BGN 1.7 million (0.3%).

Bond funds expanded by BGN 45.9 million (5.4%) year-on-year to BGN 889.7 million, while quarter-on-quarter they grew by BGN 7.9 million (0.9%).

Equity funds accounted for 62.5% of total local fund assets at the end of June, compared with 61.1% a year earlier and 62% in Q1 2025. Bond funds represented 22.8%, down from 24.6% in June 2024 and 23% in Q1.

Households and non-profit organizations held the largest share of equity in local funds (38.4%), followed by insurance companies and pension funds (28.9%) and non-financial enterprises (8.9%). A year earlier, the respective shares were 36%, 28.6% and 11%.

/RY/

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By 15:24 on 19.08.2025 Today`s news

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