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 19 August.
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%.