Investment funds are increasingly becoming an attractive option for both citizens and businesses in Serbia, driven by high returns, improved accessibility and tax incentives. According to Zoran Popović, Chairman of the Supervisory Board of Vista Rica, Serbia’s fund industry is expanding due to legislative changes and growing investor interest.
Advantages of investing in funds over real estate
Funds offer a clear advantage in terms of return and liquidity compared to traditional investments like real estate. The average return on real estate in Serbia takes about 20 years, while Vista Rica’s 2024 net return was 11.61%. Funds are also more liquid, allowing investors to easily access their funds if needed, unlike real estate investments. Additionally, tax incentives for investments make funds a more appealing option.
Plans to attract new investors and expand portfolio
Vista Rica plans to leverage Serbia’s growing income levels and the development of the regulatory framework to attract more investors, particularly businesses. They aim to offer services that will enhance financial income and improve investors’ profiles.
Ensuring transparency and professional management
Transparency is key for building trust. Vista Rica ensures that investors are fully informed about the fund’s investment strategy and where their money is invested. The team is committed to professional, transparent management to create financial returns for investors.
Current state of the fund market in Serbia
Serbia’s investment fund market is growing, with the number of alternative investment funds increasing since 2019. The government’s efforts to strengthen the market, including Serbia’s recent investment-grade credit rating, are expected to attract more institutional investors.
Risk management and diversification in investments
Vista Rica emphasizes careful risk management, focusing on portfolio diversification to minimize risks. By following legal guidelines and assessing risks, they aim to protect investments and ensure positive returns.
Future of investment funds in Serbia
The fund industry in Serbia has strong growth potential, with increased market education and awareness. Vista Rica plans to continue focusing on customer satisfaction, stable returns, and high service quality, while also anticipating further expansion of the open alternative investment fund market.
Impact of recent legal changes
Recent changes, such as reducing the minimum investment amount for closed funds, have sparked increased interest in investment funds. Vista Rica is working to expand its offerings with new closed funds to meet investor demand.
