BT Asset Management awarded by AAF for three of its funds
BT Asset Management, part of the Banca Transilvania Financial Group, received three awards from the Association of Fund Managers in Romania (AAF) for the results achieved by the BT Index Romania ROTX, BT FIX and BT Index Austria ATX funds.
The awards, presented on October 8 at the AAF Gala, recognised the performance of funds managed by BT Asset Management in terms of inflows, popularity and investment performance:
- BT Index Romania ROTX - The fund with the largest inflows over the past 12 months
Period covered: July 2025 – June 2026
The fund attracted over 1.3 billion lei during the period, accounting for nearly 15% of the approximately 8.7 billion lei subscribed to investment funds in Romania over the same interval. It is a passively managed equity fund that tracks the structure of the ROTX – Romanian Traded Index. - BT FIX - The most popular fund over the past 12 months for attracting new investors
Period covered: July 2025 – June 2026
Over 70,000 new investors chose BT FIX during the period, representing about 17% of the more than 402,000 people who started investing in investment funds in Romania. The fund invests predominantly in bank deposits and fixed-income instruments and is typically one of the first choices for those taking their first steps in investing or opting for recurring investments. - BT Index Austria ATX - The best-performing foreign equity fund over the past three years
Period covered: July 2023 – June 2026
Over the three-year period, BT Index Austria ATX delivered the best performance in the foreign equity category (+97%), outpacing even funds with exposure to technology, global markets or the energy sector. The passively managed fund invests in shares listed on the Vienna Stock Exchange and tracks the structure of the ATX – Austrian Traded Index.
The Association of Fund Managers in Romania (AAF) is the independent professional organisation of Romania’s investment fund industry, supporting industry development, responsible investment practices and financial education.
BT Asset Management is the market leader in Romania’s investment funds industry and offers investors 14 funds in lei, euro and US dollars. The range covers different risk profiles, from bond and equity funds to options with exposure to sectors such as technology, energy, agriculture or real estate. Investments in funds managed by BTAM can be made simply and fully digitally via the BT Pay app.