Past returns
- 5 years
- +6.0%
- −17.1% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £1,060 — about £829 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Volatility and the largest fall need a longer record of this fund’s prices than we hold so far. They appear on this page once we do.
Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
In plain English
Expat Bulgaria SOFIX UCITS ETF is an exchange-traded fund (ETF) from Expat, launched in 2016.
It tracks the SOFIX Index - BGN.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.
Other: Alternatives, currencies and funds that do not fit the groups above.
Terms:ETFIndex fundUCITSAccumulating or incomeShare classISIN
Key facts
- Ticker
- BGX
- ISIN
- BG9000011163
- Provider
- Expat
- Tracks
- SOFIX Index - BGN
- Structure
- ETF
- An exchange-traded fund: bought and sold on the stock exchange through the day, like a share.
- Income
- Accumulating
- Income is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.
- Fund size
- £3.2m
- Launched
- Domicile
- Bulgaria
- Can be held in
- ISA and SIPP
- Currency hedged
- No
- Category
- Other
Questions people ask
What does BGX track?
BGX tracks the SOFIX Index - BGN.
Is BGX accumulating or distributing?
BGX is accumulating: income is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.
What is the ISIN of BGX?
The ISIN of BGX is BG9000011163. An ISIN identifies one exact share class of a fund; BGX is its ticker on the London Stock Exchange.
Similar funds
- CSCAiShares MSCI Canada UCITS ETF0.48% a year · £1.3bn
- GERDL&G Gerd Kommer Multifactor Equity UCITS ETF AccumUSD0.45% a year · £943m
- 0G28XACT OMXS30 ESG UCITS ETF Accum Units SEK0.10% a year · £912m
- XCADXtrackers MSCI Canada Screened UCITS ETF -1C- Capitalisation0.35% a year · £795m
- HWWAHSBC Multi Factor Worldwide Equity UCITS ETF0.45% a year · £679m
- UB23UBS MSCI Canada UCITS ETF -CAD dis- Distribution0.39% a year · £497m
- CANAUBS MSCI Canada UCITS ETF-CAD acc- Capitalisation0.39% a year · £435m
- GEPLloyd Growth Equity UCITS ETF AccumUSD0.87% a year · £227m
Sources and dates
- Returns
- TradingView reported returns (net asset value with income reinvested where available)
- Inflation
- ONS CPIH, latest month published
- Identity
- FCA Financial Instruments Reference Data System (FIRDS) and the issuer
- Fund size
- TradingView, converted to pounds at the latest ECB reference rate
Methodology:Data sourcesReturnsCategoriesAll methods
A machine-readable copy of this page: Markdown.