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The value of Ilirika GOLD shares increased by 4.40 percent

Last week, forty-seven out of a total of eighty-five active funds recorded an increase in share value. A total of five funds increased by more than one percent, while ten funds recorded a weekly decline greater than one percent.

The results of all funds ranged from +4.40 percent to -8.30 percent. On a weekly basis, the most successful equity funds were Ilirika GOLD, whose share value increased by +4.40 percent, and KD Victoria with an increase of +1.37 percent. The largest decline among equity funds was recorded by the Erste Adriatic Equity fund, whose value fell by -3.18 percent, followed by PBZ I-Stock with a decline of -1.90 percent. The highest weekly growth among mixed funds was achieved by KD Balanced, which increased by +2.24 percent, followed by ZB Global with an increase of +1.17 percent. The largest decline in this group was recorded by Erste Balanced, whose share value decreased by -8.30 percent, followed by Raiffeisen Balanced with a decline of -2.02 percent. The most successful among bond funds was ZB Bond, which increased by +0.36 percent, followed by HPB Bond with an increase of +0.17 percent. The largest decline in this group was recorded by Erste Bond, whose share value decreased by -4.03 percent, followed by Raiffeisen Bonds with a decline of -0.68 percent. Money market funds had positive results, with the most successful being Platinum Cash, which increased by +0.21 percent.

Regarding the results this year, the largest increase of +16.98 percent among equity funds was achieved by NFD Aureus New Europe. Among mixed funds, the top of the list is Allianz Portfolio, which achieved a return of +10.33 percent. As for bond and money market funds this year, the highest increases were recorded by OTP Euro Bond at +13.89 percent and Locusta Cash at +3.44 percent.

According to the return over the last 12 months, the most successful equity funds are ZB Euroactive with a growth of +14.70 percent and Raiffeisen World and HPB WAV DJE, which achieved growth of +14.36 and +13.27 percent, respectively. The most successful mixed funds are led by Allianz Portfolio with a growth of +7.98 percent and HI-Balanced, which recorded a growth of +7.21 percent. Among bonds, the highest return in the observed period was achieved by ZB Bond, which increased by +8.56 percent, followed by OTP Euro Bond with a growth of +7.99 percent. Among money market funds, the most successful are Locusta Cash with a growth of +4.12 percent and Agram Euro Cash with a return of +4.03 percent. www.hrportfolio.hr