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. As of January 2012, the Expat assets under management are about BGN 50 mln.
Expat Capital owns a 20% stake of Eurohold Bulgaria. The holding company has some EUR 300 mln in assets and some EUR 220 mln in annual revenues. The Eurohold group is focused on three mutually integrated business segments – auto sales and services, leasing operations, and insurance. The company is active regionally in Bulgaria, Romania, Serbia, and Macedonia.
Our company is a member of the International Chamber of Commerce.
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 highest professional standards
Expat Capital celebrated 5 successful years with a party on 13 December in the Black Label Club in Sofia. Over 100 friends and partners came to greet the team of the company. Read more »
An extraordinary General Meeting of Shareholders of Expat Beta REIT was heldToday, 21 November 2011, an extraordinary General Meeting of Shareholders of Expat Beta REIT was held. Read more »
The purchase/redemption fees of MF Expat Bonds were changedOn 11/11/2011, the purchase/redemption fees of MF Expat Bonds were changed. Read more »
Expat Beta REIT is planning to issue a bondOn 21 November 2011, Expat Beta REIT shall convene an extraordinary General Meeting of Shareholders. The main topic in the agenda will be a proposal of the company for issuing a bond. Read more »
Over BGN 2 mln new assets in the individual investment portfolios attracted by Expat for less than a monthBGN 2.045 mln of new investments for less than a month were attracted by Expat Asset Management in the individual investment portfolios. These amounts are invested in a new investment product offered by Expat related to the trading of Bulgarian bonds. With this deal, the number of investors with individual portfolios has increased by 30 people. Read more »
Mutual Fund
NAV |
BGN 258,756.83 |
NAV per share |
BGN 834.81 |
Yield 12 months |
-15.65% |
Mutual Fund
NAV |
BGN 378,476.61 |
NAV per share |
BGN 949.87 |
Yield 12 months |
-4.23% |
Mutual Fund
NAV |
BGN 3,302,977.15 |
NAV per share |
BGN 1,108.27 |
Yield 12 months |
-1.01% |

EN

REIT