Mutual Funds Since The Beginning Of 2014

INCREASED INTEREST TOWARDS MUTUAL FUNDS SINCE THE BEGINNING OF 2014 REPORT 9 OF 10 MANAGEMENT COMPANIES DO YOU REPORT INCREASE INVESTMENT INTEREST TOWARDS MUTUAL FUNDS? YES NO SOFIX TOP 10 OF BEST-PERFORMING INDEXES IN THE WORLD (7-TH PLACE) 120,00% 107,69% 100,00% 88,87% 80,00% 63,08% 56,72% 60,00% 49,43% 47,19% 42,28% 40,00% 33,64% 29,60% 28,06% 20,00% 0,00% DUBAI USA NIGERIA IRELAND BULGARIA GREECE GROWTH LEADER IN THE CEE REGION IN 2013 45,00% 40,00% 35,00% 30,00% 25,00% 20,00% 15,00% 10,00% 5,00% 0,00% SOFIX ASE BET OMX VILNUS OMX TALLIN BELEX WIG TOTAL CROBEX SI MARKET MARKET GROWTH FACTORS: INCREASED DEMAND FOR IMPROVEMENT OF UNDERVALUED THE FINANCIAL ASSETS PERFORMANCE OF COMPANIES IMPROVEMENT CHANGE IN OF MACROECONOMIC INVESTOR REDUCTION OF ENVIRONMENT WIDE CHOICE OF SENTIMENT INTEREST RATES UNDERVALUED BY BANKS ASSETS -RETURN OF FUNDS- IN 2013 ACCORDING TO 34.37% THE TYPE OF FUND 20.34% Capital Max 7.53% Fix 3.03% 12.73% 20.74% 3-6% MIXED MIXED EQUITY CONSERVATIVE BALANCED BANK FUNDS DEPOSITS -IS THE BUSTLE OF THE STOCK- MARKET TEMPORARY? 30 NO YES ACCORDING TO 10 FUNDS' REPRESENTATIVES INVESTOR SENTIMENT / BUSINESS CYCLE GREATEST FINANCIAL RISK EUPHORIA CONCERN THRILL DENIAL EXCITEMENT FEAR OPTIMISM OPTIMISM DEPRESSION ALLEVIATION PANIC HOPE SURRENDER DEPRESSION DESPAIR MAXIMUM FINANCIAL OPPORTUNITY ADVANTAGES OF MUTUAL FUNDS THE INVESTMENT IN A FUND IS NOT LIMITED BY TIME IT ALLOWS DEPOSITING AND WITHDRAWING MONEY ANYTIME INCOME IS TAX-FREE CAPMAN Mutual Funds SOURCES: BLOG.CAPMAN.BG, BSE-SOFIA.BG, BAUD.BG MUTUAL FUNDS WARN THAT THE VALUE OF SHARES AND THE INCOME FROM THEM MAY GO DOWN, PROFITS ARE NOT GUARANTEED AND THERE IS A RISK THAT INVESTORS MAY NOT RECOVER THE FULL AMOUNT OF INVESTED MONEY. INVESTMENTS IN MUTUAL FUNDS ARE NOT GUARANTEED BY THE GUARANTEE FUND ESTABLISHED BY THE STATE OR ANY OTHER WARRANTY. PREVIOUS RESULTS OF THE FUND ARE NOT INDICATIVE OF FUTURE RESULTS. ARGENTINA ABU DHABI JAPAN PAKISTAN