Country-specific ETFs for the CEE Region
The easy, liquid and cost-effective way to invest in the CEE markets
EXPAT’S ETF FAMILY
The 11 exchange traded funds (ETF), managed by Expat Asset Management, provide country-specific exposure to the CEE region for international investors, both institutional and individual.
The funds passively track the performance of the main equity indices of Poland, the Czech Republic, Slovakia, Hungary, Slovenia, Croatia, Serbia, North Macedonia, Romania, Bulgaria, and Greece.
All of these funds are traded on the Frankfurt Stock Exchange and on the Bulgarian Stock Exchange, 5 of them are traded on the Ljubljana Stock Exchange, and one on the London Stock Exchange.
The listing of these ETFs on several European stock exchanges, including the financial centres of London and Frankfurt, ensures that international investors have an easy and cost-effective way to control their exposure to specific countries in the region, overcoming deficiencies such as the lack of liquidity, lack of access, cross-border settlement issues, high execution costs, large spreads, and other technical factors typical for many of these markets.
| Country | Fund Name | Index |
| Poland | Expat Poland WIG20 UCITS ETF | WIG20 |
| Czech Republic | Expat Czech PX UCITS ETF | PX |
| Slovakia | Expat Slovakia SAX UCITS ETF | SAX |
| Hungary | Expat Hungary BUX UCITS ETF | BUX |
| Slovenia | Expat Slovenia SBI TOP UCITS ETF | SBI TOP |
| Croatia | Expat Croatia CROBEX UCITS ETF | CROBEX |
| Serbia | Expat Serbia BELEX15 UCITS ETF | BELEX15 |
| North Macedonia | Expat Macedonia MBI10 UCITS ETF | MBI10 |
| Romania | Expat Romania BET UCITS ETF | BET |
| Bulgaria | Expat Bulgaria SOFIX UCITS ETF | SOFIX |
| Greece | Expat Greece ASE UCITS ETF | ATHEX Comp. |
ETFs’ Main Characteristics
UCITS-compliant
Passive equity index trackers
Open-ended, providing daily liquidity
Using direct physical replication
Reinvesting dividends
Quoted in EUR
How to invest?
The ETF’s shares are traded on the stock exchange as any other shares.
Contact your investment broker or asset manager for support or find the ticker on your trading platform.
Advantages
Easy and convenient macro play
Investors buy all the companies from the index. There is no need to devote time and resources to analyze, pick and follow individual stocks.
Diversification
Exposure to the largest and most liquid stocks on the relevant CEE stock exchange. Diversification lowers the volatility of the investment.
Superior liquidity
The market makers maintain buy/sell quotes and ensure that the shares can be traded at any time. The access of trading on several stock exchanges additionally increases the liquidity.
Low transaction costs
It is cheaper to invest in one instrument rather than in shares of multiple companies.
European regulations
The Expat ETFs are fully compliant with the UCITS Directive of the European Union.
Transparency
The ETFs portfolios are published and updated daily on Expat’s website: www.expat.bg.
Expat Asset Management
The ETF operator in the CEE Region
+359 2 980 1881 office@expat.bg www.expat.bg