Licensed investment intermediary · since 1998

Your money, on the exchange. Nothing extra.

Real-time trading on the Bulgarian Stock Exchange, discretionary management and two mutual funds — from one of the first licensed intermediaries in the country. Plovdiv and Sofia.

FSC licencesince summer 1998
Member of BSE and CDsince 1999 and 1998
Top 5 by number of tradeson BSE, every year since 2003
DepthTradesPortfolioChart
DEMO
Bid—
Ask—
Spread—
Last—
Volume—
Trades—

UG Market Trader shows depth of market — every entered offer by price and size — and trades in real time. This is a simulation in the page, not market data.

1998investment intermediary licence from the Securities Commission (now FSC)
1999member of the Bulgarian Stock Exchange – Sofia; of Central Depository since 1998
2000Bulgarian National Bank licence for foreign-currency transactions
top 5by number of concluded transactions on BSE — every year since 2003
2006licence No. 8-УД of the management company UG Market Fund Management
2open-end mutual funds — Maximum and Optimum
How you want to invest

Three paths. One licensed intermediary.

On your own, with a portfolio manager or through a fund — choose the level of involvement that suits you. The rest has been our job since 1998.

UG Market Trader

Direct access to BSE. In real time.

UG MARKET TRADER is UG Market's electronic platform for trading on the Bulgarian Stock Exchange — for Windows, Android and as a web application. In real time it allows:

  • access to information on all issues traded on BSE
  • monitoring quotes on an unlimited number of issues simultaneously
  • monitoring and filtering BSE transactions by issue
  • depth of market, including all entered offers
  • submitting buy/sell orders for financial and compensatory instruments and tracking them until execution or expiry
  • chat with the servicing broker
  • access to your own portfolio at any time — real and virtual amounts and quantities
  • history of deposits/withdrawals and of transactions with weighted average price
  • market picture — top gainers, top losers, most actively traded
  • chart analysis of a selected issue
Through UG MARKET TRADER you get some of the lowest trading commissions in Bulgaria. The full schedule — under Fees.

The Apple mobile app is in preparation; until then — the web app at trader.ugmarket.com.

UG MARKET TRADER · TIME & SALES

    
Management company UG Market Fund Management EAD

Two mutual funds. One principle.

The mutual funds UG Market Maximum and UG Market Optimum pool the money of a large number of investors. By buying units you acquire part of a diversified portfolio of financial instruments — units are offered for sale and redeemed every business day.

Quotes EURMF UG Market
Maximum
MF UG Market
Optimum
Issue price1.03001.2030
Redemption price1.00941.1910
Year-to-date return8.26%4.46%
Return, last 12 months10.59%8.50%
Return since inception (p.a.)3.55%4.77%
Standard deviation5.71%11.24%

Quotes published by the management company as of 27.10.2026. Current values are announced every business day at the offices of UG Market Fund Management and on ugmarket.com. The drop in the chart from 01.01.2026 is due to the technical redenomination of units from BGN to EUR at the fixed rate 1.95583 BGN/EUR and does not reflect a real change in fund value.

24 individual assetsequal-weight portfolio
σ single asset—
σ portfolio—
Risk removed—

The principle of a mutual fund: 24 random assets, 250 trading days, a common market factor + individual noise. The portfolio (gold line) carries market risk, but individual noise averages out. Simulation, not historical performance.

Mutual fund

UG Market Maximum

Open-end collective investment scheme investing mainly in Bulgarian shares, in shares of foreign companies on internationally recognised liquid regulated markets and in units of other collective investment schemes. Debt securities and fixed-income instruments — for liquidity and during market turbulence.

Permit
No. 28-ДФ of 22.08.2006, FSC
Managed by
UG Market Fund Management, licence No. 8-УД/16.01.2006
Depository bank
Texim Bank AD, Sofia
Subscription account
BG51TEXI95451007639700 · BIC TEXIBGSF
Mutual fund

UG Market Optimum

Open-end collective investment scheme investing in Bulgarian shares, in shares of foreign companies on internationally recognised liquid regulated markets, in units of other collective investment schemes, as well as in debt securities and fixed-income instruments.

Permit
No. 61-ДФ of 25.03.2008, FSC
Managed by
UG Market Fund Management, licence No. 8-УД/16.01.2006
Depository bank
Texim Bank AD, Sofia
Subscription account
BG25TEXI95451002737400 · BIC TEXIBGSF
FlexibilityFlexible management of invested funds, possible protection from inflation, risk diversification.
ProfessionalismA professional investment approach by a licensed management company supervised by the FSC.
LiquidityFast withdrawal of invested funds — units are redeemed at the investor's request.
Long horizonThe option of a long-term savings and investment plan with flexible risk management.

The value of the units of the Mutual Funds and the income from them may fall, profit is not guaranteed and investors bear the risk of not recovering their investment in full.

Investments in units of UG Market Maximum and UG Market Optimum are not guaranteed by a guarantee fund or otherwise. Past performance of the Mutual Funds is no indication of their future performance. The Prospectus and the Key Information Document are available free of charge to all current and prospective clients online and at the offices of UG Market Fund Management EAD.

Management company UG Market Fund Management EAD — licence No. 8-УД of 16.01.2006, issued on the basis of Decision No. 21-УД of 11.01.2006 of the Financial Supervision Commission. Registered office: 7A Kolyo Ficheto St., fl. 1, Plovdiv · working hours 08:30–17:00.

Additional services

From custody to public offering.

The full range of services of a licensed investment intermediary — for private investors, for issuers and for companies raising capital.

Repo

Repo deals

Short-term financing against securities — competitive interest rates, attractive discount and low transaction costs for increasing exposure with leverage.

OTC

OTC transactions

Intermediation in transactions with dematerialised shares of non-public companies and with instruments issued by public companies, where agreed between the parties and permitted by regulation.

Custody

Trustee services

Representation of security holders before the issuer and at general meetings; holding clients' securities and money in a depository institution; custody transfers and transactions.

Registration agent

Registration agency

Inheritance and donation of securities and compensatory instruments; pre-agreed transactions between individuals; duplicate depository receipts; statements of dematerialised securities held.

Capital markets

Public offering of securities

Organising primary and secondary public offerings of shares and bonds — prospectus, FSC approval, BSE auction, registration with Central Depository.

Advisory

Financial analysis and consultation

Management of individual portfolios, personal financial planning, retirement and savings strategies. Analyses and strategies for presenting to strategic investors; debt and/or equity financing, including IPOs.

Bonds

Investment banking · bondholders' trustee

Structuring and placement of bond issues and acting as bondholders' trustee for issues admitted to trading on a regulated market.

POSA

Tender offers

Launching and executing tender offers to purchase shares from the remaining shareholders of public companies under Art. 149 et seq. of the Public Offering of Securities Act, through an investment intermediary.

BSE · SME

beam market

The SME growth market of the Bulgarian Stock Exchange — raising capital on lighter terms on the T7® platform and an intermediate step towards the Main Market.

beam.bse-sofia.bg
Crowdfunding

SpaceCrowd

UG Market EAD is an accredited partner of the SpaceCrowd collective investment platform, backed by BSE and Central Depository. We assist with registration and inform about every campaign — risks and advantages.

spacecrowd.bg
Issuers

Corporate events

Capital increases, exercise of warrants, notices under Art. 89т of the Public Offering of Securities Act and servicing corporate actions of public companies.

Contact us
Online

Brokerage contract online

Remote conclusion of a brokerage contract — in preparation. Until then accounts are opened at our offices in Plovdiv and Sofia.

Contacts
UG Market in numbers

Twenty-eight years on one market.

1998the year of the licence — among the first investment intermediaries in Bulgaria
370+share issues, close to 60 bond issues and 3 issues of compensatory instruments on BSE, accessible through us
2mutual funds under management — UG Market Maximum (2006) and UG Market Optimum (2008)
2offices — headquarters in Plovdiv and a representative office in Sofia
News and analysis

Latest notices.

Corporate event

Key information on the capital increase of VEI Invest Holding AD through exercise of warrants

ISIN BG9200002251. For the procedure Central Depository AD has issued a temporary share issue with ISIN BG1500003261. Annexes to the procedure — in the full text.

Full text (BG)
21 July 2026 · POSA Art. 89т

Notice of the capital increase of VEI Invest Holding AD through exercise of warrants

Issuer VEI Invest Holding AD (ticker VINA), UIC 115040215, LEI 8945008D0IU51VN3OX34, registered office 101 Tsarigradsko Shose Blvd., Sofia.

Full text (BG)
10 June 2026 · BSE and CD

"Shares Day" — twelfth edition

Once again UG Market EAD partners with the Bulgarian Stock Exchange AD and Central Depository AD in the annual initiative to improve investment culture among individual investors.

Full text (BG)
Fees

Some of the lowest fees and commissions in the industry.

Exchange brokerage and counter transactions, UG Market Trader, repo deals, safekeeping and administration of financial instruments, registration agent — all terms in one schedule.

See the fee schedule
Team

The people behind 28 years on the market.

Investment intermediary UG Market EAD is headquartered in Plovdiv with a representative office in Sofia. Our main objective is a high-quality financial service tailored to the individual preferences of each client.

UG Market EAD — investment intermediary

  • Teodora Yakimova-DrenskaExecutive Director, Chair of the Board
  • Teodora Popovska-SmilenovaBoard member, broker
  • Vasil AtanasovBoard member, investment consultant
  • Valentina TonchevaProcurator
  • Dobromira DobrevaHead of Compliance
  • Mariyana PenchevaChief Accountant
  • Krasimir PanevBroker
  • Nadezhda DonchevaRisk analysis and management
  • Anika-Maria KostovaAccountant
  • Elena KumchevaBack office
  • Plamen GanevFront office
  • Dimitar IvanovFront office
  • Mihail DrenskiDatabase analyst

UG Market Fund Management EAD — management company

  • Valentina TonchevaExecutive Director, Chair of the Board
  • Mariyana PenchevaBoard member, Chief Accountant
  • Lyubomir LambrevBoard member, investment consultant
  • Teodora Yakimova-DrenskaProcurator
  • Dobromira DobrevaHead of Compliance
  • Teodora Popovska-SmilenovaRisk management and analysis
  • Anika-Maria KostovaAccountant
  • Mihail DrenskiDatabase analyst
  • Elena KumchevaBack office
  • Plamen GanevFront office
Contacts

Plovdiv and Sofia.

Account opening, discretionary management, units in the mutual funds — at our offices, by phone or at office@ugmarket.com. Working hours 08:30–17:00.

Plovdiv

7A Kolyo Ficheto St., fl. 1
4003 Plovdiv
+359 32 625 401
office@ugmarket.com

Registered office of UG Market EAD and UG Market Fund Management EAD

Sofia

8 Hristo Belchev St., fl. 5
Sofia
+359 88 893 2040
office@ugmarket.com

Representative office

Bank accounts

Texim Bank AD
IBAN EUR BG31TEXI95451000185804
BIC TEXIBGSF

Central Cooperative Bank AD
IBAN EUR BG03CECB979054E4036000
BIC CECBBGSF

Accounts of UG Market EAD. The funds' subscription accounts — under Mutual funds.