ELANA Balanced EUR Fund is suitable of investors, who are ready to opt for a higher-returns potential, by taking a balanced risk approach. The fund accepts investments in both EUR and BGN. Returns are not a subject to taxation.
Through ELANA Balanced EUR Fund you get the opportunity to invest in companies from the largest economic block in the world – the Eurozone
Balanced profile with equal parts dedicated to shares and bonds
Returns are not a subject to taxation (local persons only)
Recommended investment horizon: Minimum 3 year
The products and services offered by ELANA Fund Management are available only on the territory of Bulgaria. The English version of this website is solely for informational purpose.
ELANA Balanced EUR Fund is a mutual fund with a balanced risk profile, which invests in low-risk instruments such as bonds, deposits and money market instruments, in equal amount to higher-risk financial instruments, such as Bulgarian and international company shares. Suitable for investors who are ready to take a balanced risk, in order to achieve higher results. Returns are not taxable.
| Balanced | |
The higher the risk profile of a certain fund, the more advisable it is to invest over a longer period of time.
| Currency: | EUR |
| Minimum amount: | N/A |
| Fund inception date: | 2005-12-07 00:00:00 |
CEO and Head of the Asset Management Team
Portfolio manager at ELANA Fund Management
Portfolio manager at ELANA Fund Management
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for 2026-01-23 13:05:43.000
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for 2026-01-23 13:05:43.000
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The quoted price for ELANA Balanced EUR Fund is for amounts up to EUR 25 564,59; You may get detailed information on prices, depending in the threshold you fall in on the following link: Prices per share
* Issuing prices per share
These prices are valid for orders placed before 16:00 o’clock on the previous working day. Buying and selling orders issued before 16:00 o’clock in a certain working day, are considered issued in the same day. Buying and selling orders issued after 16:00 o’clock in a certain working day, are considered issued in the next working day. Transferring the net worth of your investment in another fund managed by ELANA Fund Management is not a subject to any additional fees.
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