4,76 RON
4,18 RON
5,49 RON
4,21 RON
2,98 RON
3,13 RON
2,43 RON
0,07 RON
0,29 RON
1,11 RON
0,62 RON
0,06 RON

Top mutual funds in 2009, on the Bucharest Stock Exchange

The Active Dinamic and Raiffeisen Romania Shares equity funds registered returns of 94 and 73 percent in the first 11 months of this year, according to the latest data regarding net assets, and these are the only funds that managed to outperform the BET-XT index, which follows the evolution of the most important 25 shares traded on the Bucharest Stock Exchange (BVB), that gained 69 percent in the same period.

According to teh daily Business Standard, another six equity funds also enjoyed an impressive evolution, surpassing the 40 percent increase in the BET-C index. However, this index follows the evolution of all listed shares with the exception of financial investment companies (SIF), which rose on average by over 86 percent this year, and contributed the most to the performance registered by mutual funds with exposure of the Stock Exchange.

Monetary funds posted returns of 11-14 percent in the first 11 months of this year, with all five such investment funds registering better results than in the whole of 2008. Assets of monetary funds rose RON 59 mln (Euros 13.7 mln), but it was bond funds that were in the spotlight for the second month in a row.

Bond funds increased by more than RON 75 mln (Euros 17.6 mln), with over 90 percent of this growth owed to the BCR Bonds fund, the third-largest fund on the market, with assets worth RON 599 mln (Euros 140 mln), following BCR Monetar (Euros 173 mln) and Raiffeisen Monetar (Euros 132 mln).

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