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 Romanian Fund Managers Association (AAF) for the results achieved by the BT Index Romania ROTX, BT FIX and BT Index Austria ATX funds.
The awards, presented on 8 October at the AAF Gala, recognized the results of the funds managed by BT Asset Management in terms of inflows, popularity and investment performance:
- BT Index Romania ROTX - Fund with the largest inflows in the past 12 months
Period under review: 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 - Most popular fund in the past 12 months in attracting new investors
Period under review: July 2025 – June 2026
Over 70,000 new investors chose BT FIX during the period, representing approximately 17% of the more than 402,000 people who began investing in investment funds in Romania. The fund primarily invests 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 - Best-performing foreign equity fund over the past three years
Period under review: July 2023 – June 2026
Over the three-year reference period, BT Index Austria ATX delivered the strongest performance in the foreign equity funds category (+97%), outperforming 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 Romanian Fund Managers Association (AAF) is the independent professional body of Romania’s investment fund industry, supporting the industry’s development, responsible investment practices and financial education.
BT Asset Management is the market leader in investment funds in Romania and offers investors 14 funds in lei, euro and US dollars. The portfolio covers different risk profiles, from bond and equity funds to solutions with exposure to sectors such as technology, energy, agriculture and real estate. Investments in the funds managed by BTAM can be made easily and entirely digitally through the BT Pay app.