Welcome to Expat Capital

EXPAT CAPITAL is one of the largest independent investment and asset management companies in Bulgaria.

Based in downtown Sofia, the company offers asset management and financial advisory services. We also have a wholly-owned licensed asset management subsidiary, Expat Asset Management, with several mutual funds and lots of individual investment accounts for a select group of clients.

Our company is a member of the International Chamber of Commerce, and a member of the American Chamber of Commerce in Bulgaria.

We bring added value to our clients through:

  • Extensive local and regional expertise and network
  • Global reach to international financial markets and private investor groups
  • Application of the highest professional standards

News
The Bulgarian ETF tracking the performance of the SOFIX Index gains momentum
07.11.2016 / Press releases

The exchange-traded index fund which tracks the performance of the main Bulgarian stock exchange index SOFIX has gained momentum and will be cross-listed on a large foreign market, according to its manager Expat Asset Management. Expat Bulgaria SOFIX UCITS ETF was listed on the Bulgarian Stock Exchange – Sofia at the end of Sept 2016 and has been permanently among the most liquid positions on the BSE since. Read more »

EXPAT BULGARIA SOFIX UCITS ETF
28.09.2016 / Press releases

YOU MAY FIND DETAILED INFORMATION ABOUT EXPAT BULGARIA SOFIX UCITS ETF HERE. Read more »

Expat Bulgaria SOFIX UCITS ETF, ticker BGX, has been listed on BSE – Sofia
27.09.2016 / Press releases

Read more »

The mutual fund Expat New Europe Stocks is being renamed Expat Emerging Markets Stocks to reflect a change in its investment profile
17.06.2015 / Press releases

The Financial Supervision Commission has approved the amendments of the name and Rules of the mutual fund Expat New Europe Stocks. Following the decision, the fund has been renamed Expat Emerging Markets Stocks. As the name suggests, its main investment focus will now be investments in equities of listed companies from emerging markets. Read more »

Expat Beta REIT realized 20% annual yield selling property in Sofia
03.06.2015 / Press releases

Expat Beta REIT sold a 123 m2 apartment with a 16.5 m2 basement in Sofia. Read more »

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Up to date: 08.12.2016
Mutual Fund
NAV
BGN 1,582,701.93
NAV per share
BGN 813.28
Yield 12 months
2.62%

Yield Calculator


Mutual Fund
NAV
BGN 3,884,957.85
NAV per share
BGN 1,163.79
Yield 12 months
6.17%

Yield Calculator


Mutual Fund
NAV
BGN 8,715,113.08
NAV per share
BGN 1,576.66
Yield 12 months
5.94%

Yield Calculator


Up to date: 01.12.2016
REIT
Last price
BGN 0.90
Number of shares
5,143,190