Expat Bulgaria SOFIX
UCITS ETF
A passive exchange-traded fund tracking the SOFIX Index on the Bulgarian Stock Exchange through direct physical replication. Access Bulgaria’s dynamic economy with eurozone stability.
| Market | Ticker | Bloomberg Ticker | Reuters Ticker | ISIN |
| XETRA | BGX | BGX GY | BGXG.DE | BG9000011163 |
| BSE | BGX | BGX BU | BG9000011163 | |
| LSE | BGX | BGX LN | BG9000011163 |
SOFIX Index
SOFIX is the main equity index of the Bulgarian Stock Exchange, tracking the performance of the 15 largest and most liquid Bulgarian companies and providing broad exposure to Bulgaria’s key economic sectors.
It is weighted by free-float market capitalization, with constituent weights capped and reviewed quarterly to ensure compliance with UCITS standards for portfolio diversification. The index comprises leading companies across 6 sectors, with financials, information technology and health care representing the largest allocation, followed by real estate, consumer staples and industrials.
With a market capitalization of approximately €4.3 billion, SOFIX offers concentrated exposure to Bulgaria’s blue-chip segment for both institutional and retail investors.
Key Stats
Sector Allocation
- Financials
- Information Technology
- Health Care
- Real Estate
- Others
Top Holdings
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Bulgaria Economic Outlook
Positioned at the crossroads of Europe and benefiting from full EU integration, Bulgaria is an emerging economy with a diversified structure that combines a strong services sector and a well-established industrial base within the single market. The adoption of the euro on 1 January 2026 further strengthens its economic integration and eliminates currency risk, while labor market conditions remain stable, with unemployment rates consistently among the lower levels in the region in recent years.
Bulgaria’s GDP growth is projected at approximately 2.8% in 2026, supported by recovering domestic consumption and deeper integration into European supply chains, while its membership in the Schengen Area further facilitates cross-border mobility and trade.
Supported by an investment-grade credit rating (BBB+), Bulgaria offers investors a combination of resilient growth, one of the lowest debt-to-GDP ratios in the EU, and a highly competitive fiscal regime, making it an attractive option for long-term investors.
GDP Growth 2025
+3.1%
Inflation 2025
3.5%
Unemployment
3.1%
Debt / GDP
29.9%
EU Integration Milestones
EU Member
Since January 2007 – Full access to EU single market
Eurozone Member
Since January 2026 – EUR as official currency
Schengen Area
Since March 2024 – Border-free travel zone
Credit Rating
BBB+ (Investment Grade) – Strong fiscal position
Expat Bulgaria
SOFIX UCITS ETF
Expat Bulgaria SOFIX UCITS ETF offers investors efficient exposure to Bulgaria’s equity market by tracking the SOFIX Index of the Bulgarian Stock Exchange through direct physical replication. The fund provides diversified access to Bulgaria’s leading listed companies within a fully UCITS-regulated structure.
The ETF invests in the shares of companies included in the SOFIX Index – the main equity index of the Bulgarian Stock Exchange, consisting of 15 companies. The fund invests in all SOFIX constituents in proportions closely matching those of the index, within applicable legal and regulatory limitations.
Listed on the Frankfurt Stock Exchange (XETRA), the London Stock Exchange and the Bulgarian Stock Exchange, the ETF provides broad accessibility to investors across Europe.
The ETF is an open-ended, passively managed collective investment scheme. The fund does not distribute dividends – all profits are reinvested, increasing the net asset value for the benefit of investors.
Risk Information
The fund is exposed to market and currency risk – the possibility of losses due to adverse changes in the value of the reference index. Other key risk factors include:
- The NAV of the shares and their returns may fall, the returns are not guaranteed. Investors take the risk that they may get back less than they originally invested.
- Unusual circumstances such as trading obstruction on the stock exchange, surcharges, extremely volatile markets and others can lead to significant differences between the performance of the Fund and the performance of the Index.
- Liquidity risk – under certain conditions it may become difficult to sell portfolio holdings.
- Other risks: credit risk, interest risk, tax risk, regulatory risk, political risk, operational risk, price risk, currency risk, concentration risk, systemic risk, risk of the passive fund management, risk of corporate events, tracking error risk, events that affect the Reference Index, etc.
More information about risks can be found in the Prospectus. Past performance does not guarantee future results.
Returns
Historical Annual Returns
Past performance does not guarantee future results.
Return Summary
YTD
+8.86%
For the previous year
+27.93%
5-Year CAGR (2021–2025)
+15.80%
Since Inception (Annualized)
+5.49%
Documents
Main Documents
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