MUTUAL FUNDS
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Romania Pillar II Private Pension Funds Will Be Able to Invest Up To 10% of Assets in Mutual Funds, from 5% Currently
Managers of Pillar II mandatory private pension funds and Pillar III voluntary private pension ones will be able to invest up to 10% of assets in mutual funds, from 5% at present, in line with a draft government emergency ordinance, which also stipulates takin...
Biggest Mutual Funds in Romania at End-2024
BRD Asset Management managed a significant leap in the ranking of Romania’s largest investment managers by assets and reached the top position at the end of 2024, from fourth at the end of 2...
ZF Estimate: Romania Mutual Funds Likely to Reach 1 Million Clients at End-2025
Romania mutual funds, managed by companies part of the country’s biggest banking groups, but also by independent administrators, are likely to reach 1 million clients at the end of 2025 shou...
Mutual Funds In Romania Hit Record High Of Over 700,000 Investors: 192,000 Clients Joined In Just One Year
The industry of local mutual funds has seen a significant increase in investor numbers over the last year, from 511,900 clients in June 2023 to 703,570 clients in June 2024, which translates...
Association: Mutual Funds In Romania Report RON420M Investor Subscriptions For January 2024
Mutual funds in Romania, among the most accessible financial investment instruments with exposure to stocks, bonds and other investments, recorded subscriptions of RON402 million from invest...
Energy Crunch, Inflation Worries Bring First Mutual Fund Withdrawals: RON67M in September 2021
Amid rising inflationary pressures, largely generated by the deepest energy crisis of recent years, but also by investors’ expectations that both Romania’s central bank and other central ban...
Mutual Funds With Risk Appetite Gained Even As Much As 35% In Euros In Three Months
The bet on Swiss franc growth and investments on the Austrian bourse were the strategies that brought the biggest gains to mutual funds in Romania in the first quarter, of as much as 34.6% i...
Erste AM Wants To Keep 40% Share On Mutual Funds Market, Hike Investors Number
Fund manager Erste Asset Management (EAM) plans to maintain its 40% share on the mutual funds market and increase the number of investors to 150,000 in 2015, from 135,000 a year before, gene...
Romania’s Carpatica Global Mutual Fund Gains 69% In 5 Years With Bond And Stock “Cocktail”
Mutual funds in Romania that combined bond and stock investments generated the highest returns in the past five years, of as high as 69%. However, a single fund managed to beat the bourse an...