The Most Successful Week for NFD Aureus US Algorithm

We have had an excellent week in which seventy-one out of a total of eighty-five active funds recorded an increase in share value.

A total of twenty-six funds increased by more than one percent, while only four funds recorded a weekly decline greater than one percent. The results of all funds ranged from +5.52 percent to -1.59 percent, as highlighted in the weekly analysis by Iztok Likara from the portal Hrportfolio.hr.

On a weekly basis, the most successful equity fund was NFD Aureus US Algorithm, whose share value increased by +5.75 percent, while Platinum Global Opportunity came in second with an increase of +3.50 percent. The largest decline among equity funds was recorded by the NFD Aureus MENA fund, which saw its value drop by -0.91 percent, followed by Ilirika Asian Tiger with a decline of -0.39 percent. The most successful mixed fund was OTP Balanced, which increased by +1.60 percent, followed by NFD Aureus Emerging Markets Balanced with an increase of +1.00 percent. The largest decline in this group was recorded by Raiffeisen Balanced with a decrease in share value of -1.54 percent, followed by HPB Global with a decline of -0.45 percent. The most successful bond fund was OTP Euro Bond, which increased by +0.27 percent, followed by HPB Bond with an increase of +0.20 percent. The largest decline in this group was recorded by Erste Bond, whose share value decreased by -1.54 percent, followed by Raiffeisen Bonds with a decline of -1.34 percent. Money market funds generally had positive results, with Agram Euro Cash being the most successful on a weekly basis, increasing by +0.08 percent.

Regarding the results this year, the largest increase of +17.84 percent among equity funds was achieved by NFD Aureus New Europe. Among mixed funds, Allianz Portfolio topped the list with an increase of +10.31 percent. In bond and money market funds this year, OTP Euro Bond saw the highest increase of +14.61 percent, while Locusta Cash recorded a return of +3.66 percent this year.

In terms of returns over the last 12 months, the most successful equity funds are ZB Euroactive with a growth of +23.16 percent and HPB WAV DJE, along with NFD Aureus New Europe, which achieved growth of +20.55 and +18.72 percent, respectively. The most successful mixed funds are led by Allianz Portfolio with a growth of +9.56 percent and HI-balanced, which recorded a growth of +9.52 percent. Among bonds, the highest return in the observed period was achieved by OTP Euro Bond, which increased by +13.54 percent, followed by HPB Bond with a growth of +10.44 percent. Among money market funds, the most successful are Locusta Cash with a growth of +4.11 percent and Agram Euro Cash with a return of +4.07 percent.