Аnnual target return for investors – 12.5%.

Bulgaria AIF – Fund AD is a Bulgarian-based Fund, managed by Bulgaria Fund Management EOOD, a Bulgarian-based Manager of Alternative Investment Funds. The investment strategy of Bulgaria AIF – Fund AD is focused entirely on Bulgarian assets, investing exclusively in shares, stocks, and bonds of Bulgarian companies. This strategy complies with the requirements of the Foreigners Act, thereby satisfying the Bulgaria Golden Visa requirements.

By concentrating on Bulgarian assets, Bulgaria AIF – Fund AD supports local businesses and contributes to the growth and stability of the Bulgarian economy. Investors benefit from the potential for significant returns while also gaining the opportunity to obtain Bulgarian Golden Visa.

Bulgaria AIF – Fund AD is a Bulgarian-based Fund, managed by Bulgaria Fund Management EOOD, a Bulgarian-based Manager of Alternative Investment Funds. The investment strategy of Bulgaria AIF – Fund AD is focused entirely on Bulgarian assets, investing exclusively in shares, stocks, and bonds of Bulgarian companies. This strategy complies with the requirements of the Foreigners Act, thereby satisfying the Bulgaria Golden Visa requirements.

By concentrating on Bulgarian assets, Bulgaria AIF – Fund AD supports local businesses and contributes to the growth and stability of the Bulgarian economy. Investors benefit from the potential for significant returns while also gaining the opportunity to obtain Bulgarian Golden Visa.

How to invest in Bulgarian Fund?

The investment process is hassle-free and limited to signing a few documents and authorizing a transaction to the Fund’s bank accounts. Please note that if you are investing in Bulgaria AIF – Fund AD solely to qualify for a Bulgaria Golden Visa, you must first pass a due diligence process with the Bulgarian Investment Agency before proceeding with the investment. This ensures that you meet the Bulgarian Investment Agency’s requirements, avoiding the possibility of having to withdraw your investment shortly after due to non-compliance.

Obtaining pre-approval from the Investment Agency requires you to demonstrate the following: verification of your source of income, confirmation that you are not a politically exposed person, proof of a clean criminal record, and possession of a bank account in a country that complies with FATF regulations.

How is Bulgaria AIF – Fund Managed?

Bulgaria AIF – Fund AD is managed by Bulgaria Fund Management Company, a Bulgarian-based Manager of Alternative Investment Funds. The team includes lawyers and financial experts who thoroughly understand the regulatory landscape and the risks associated with investments.

The fund’s management team has extensive experience in identifying high-potential investment opportunities within Bulgaria, ensuring that the portfolio is both diverse and robust. This approach provides investors with confidence in the security and potential growth of their investment.

Furthermore, the fund adheres to stringent regulatory standards set by the Bulgarian Financial Supervision Commission, ensuring transparency and accountability. Regular audits and compliance checks are conducted to maintain the highest levels of integrity and investor trust.

Can you provide assistance with the Bulgaria Golden Visa?

Yes, our Fund management company can assist with the Bulgaria Golden Visa process. We will help issue the necessary documents to be submitted to the Bulgarian Investment Agency for obtaining an investment certificate, which should be attached to your Bulgaria Golden Visa application to be filed at the Bulgarian embassy in your home country.

Our team can also represent you in front of the Bulgarian Investment Agency, facilitate your due diligence process before making the investment, and prepare the Golden Visa application documents. Additionally, we can assist you in applying for Bulgarian permanent residency.

No Hidden Fees

The fees related to your investment are fully transparent and are detailed in your Fund Investment Agreement. These fees include the management fee for overseeing the Fund and a commission based on the Fund’s performance.

No Minimum Balance

You can invest as little as 100,000 EUR. However, if you wish to participate in the Bulgaria Golden Visa program, you must invest a minimum of 512,000 EUR (equivalent to 1,000,000 BGN). You can split your 512,000 EUR investment across several funds. Regardless of whether you invest 100,000 EUR or 512,000 EUR in Bulgaria AIF – Fund AD, our Fund will issue the required investment certificates required for the Bulgaria Golden Visa application.

Easy to Sign Up

Signing up with our Fund requires providing details to help us categorize you as a professional or private investor, along with a few additional standard documents and an agreement. These documents can be e-signed using a verified electronic signature.

Why invest in a Bulgarian Fund ?

Regulation
Unlike many companies that offer various investment prospects, the alternative investment funds we manage operate under strict regulation and proven professionalism. Bulgaria Fund Management Ltd, the Manager of Alternative Investment Funds, is registered with the Bulgarian Financial Supervision Commission, meeting all registration requirements, reporting to Bulgarian National Bank and European Securities and Markets Authority (ESMA)
Potential Earnings
This Fund was specifically established to serve Bulgaria Golden Visa investors, in contrast to funds that maximize risk for higher profits. Our investment philosophy prioritizes the security of the invested amount while generating a modest return. The Fund offers a balanced approach, focusing on protecting your investment and delivering steady growth.
Audit
The audit of Bulgaria AIF – Fund AD is conducted by ABVP Audit Standart, a trusted auditor for major Bulgarian government companies. ABVP Audit Standart serves a range of government entities, from railway transportation (Bulgarian Railway Company) to ammunition and weapon manufacturing (Kintex PLC), as well as large international energy suppliers (Energo-Pro Bulgaria), the State Consolidation Company, and Avionam, one of Europe’s largest facilities for the overhaul and maintenance of aviation equipment.
Buy back Guarantee
Bulgaria AIF – Fund AD offers a buy-back guarantee of 95% of the invested fund amount. This buy-back guarantee serves as a safeguard in the event of significant economic downturns. While the Fund is designed to generate earnings for the investor and appreciate in value, this guarantee provides an added layer of security.
Advocate Vasil Markov

Advocate Vasil Markov

Few words from the Founder:

After successfully launching various digital startup projects, including pioneering digital legal websites in Bulgaria like Bulgarian-Citizenship.com and Immigration2Bulgaria.com, our team has always prioritized creating sustainable value.

We understand that strong financial performance is meaningful only when it contributes to a sustainable society. Therefore, our investments are strategically directed towards projects that offer high returns with lower risks while being committed to long-term sustainable value.

  Investment Migration Council                               Legal 500

 

FAQ

Do you assist with the Bulgaria Golden Visa program?

The Fund and the Fund Management company cannot engage in activities unrelated to the Fund and Investments. However, we collaborate exclusively with the most recommended legal teams specializing in the Bulgaria Golden Visa program.

How long does it take to produce my investment confirmation documents?

The investment confirmation documents are typically produced within a few days of making the investment. You can then present them to the Bulgarian Investment Agency for your Bulgaria Golden Visa application.

What are the fees for investing in Bulgaria AIF - Fund?

There are no fees associated with the purchase or sale of shares in the Bulgarian AIF – Fund.

Do you offer a buy-back guarantee?

Bulgaria AIF – Fund is an open-end fund with a flexible exit mechanism that offers a minimum buy-back guarantee at 95% of the initially invested amount. The fund’s assets are secured by properties owned by the fund and other tangible and intangible assets in which the fund has invested.

Does the Fund Use Leverage?

No, the fund does not use leverage. All mature interest-earning assets acquired by the fund are 100% owned by investors, ensuring the safety of their funds.

What is the annual service fee for investment management?

The service fee is 1% of the net value of your investment. This fee remains fixed at 1%, but the amount due will increase if your investment grows due to effective investment strategies and management.

Is there a performance fee?

The Fund Management company charges a performance fee of 25% of the generated income. For example, if the Fund generates an annual income of 10%, you will receive 7.5% after deducting the management and other related fees.

Can I receive the generated income annually?

When you invest in a fund, you are essentially purchasing shares of that fund. The profitability of your investment accumulates over the period you hold these shares. However, you can only distribute the profits once you sell your shares. For Bulgaria Golden Visa applicants, this means they will receive their accumulated profit after selling their investment, which is permitted following a 5-year holding period while maintaining permanent residency status.

Do you pay commissions for introducing fellow investors?

Our fund is flexible, and we are happy to offer commissions for introducing new investors. For more details about our marketing opportunities, please contact our marketing department at marketing@aif.bg.

How Flexible is the Fund Investment Strategy?

Our Fund was specifically established to cater to Bulgaria Golden Visa investors, making its investment strategy highly flexible. Some investors have already expressed interest in using their €512,000 investment to purchase a few apartments. While this may seem unconventional, real estate offers a secure option as properties typically retain their value over time and can provide a steady rental income during the investment period.