Investing in "Advance"

The Advance funds family encompasses the funds fashioned and run by Karoll. They all have a unique investment focus, yet one common goal – to provide attractive growth opportunities.
The Advance brand features a number of innovative investment vehicles.

 

Advance Invest is the first domestic open-end equity mutual fund focused on the new EU entrants – Bulgaria & Romania. Established in 2004, Advance Invest has been a market leader in terms of return for several years in a row and ranks #1 by asset size.

 

Advance Eastern Europe is the first domestic mutual fund investing in 6 regional emerging markets, namely Russia, Serbia, Bulgaria, Romania, Croatia, and Ukraine. These markets offer high long-term growth potential in view of their initial phase of development and constantly improving macroeconomic environment and legal framework.

 

Advance Terrafund is the largest agricultural land owner in Bulgaria after the state itself. The REIT offers a unique exposure – investment in Bulgarian land, which has excellent long-term upside potential.

 

Advance Equity Holding JSCo is the first Bulgarian private equity company – an analogue to the popular in the USA and Europe private equity funds. The company invests the funds it has raised from the capital market in small and medium-sized enterprises having a high growth potential and strong management team.