Eurizon Asset Management Croatia
Eurizon Asset Management Croatia
Eurizon Asset Management Croatia, a limited liability company for investment fund management (abbreviated name: Eurizon Asset Management Croatia d.o.o.) until November 29 2021 operated under the name PBZ Invest d.o.o.
The company has been operating successfully in Croatia for more than two decades, and since 2013 it has been part of the Eurizon family led by Eurizon Capital SGR, a company that, with its subsidiaries, represents the asset management division of the Intesa Sanpaolo Group, one of the largest banking groups in Europe.
Through continuous growth through innovation in more than 35 years of business, Eurizon has taken the position of one of the European leaders in the field of asset management, and operates through 9 management centers and is globally present in 26 countries through its local subsidiaries, sales offices, external distribution and cooperation with partners. Eurizon is the leader in the Italian asset management market, with €391 billion in assets under management* and Croatia is also among the significant markets in which Eurizon operates and achieves significant market shares.
Eurizon Asset Management Croatia d.o.o. is the largest UCITS investment fund management company in the Republic of Croatia with a market share of more than 31% **. The company currently manages more than €1.1 billion in assets ** through 25 funds and 229 individual portfolios, and is the winner of numerous industry awards from the Association of Investment Funds at the Croatian Chamber of Commerce.
Privredna banka Zagreb d.d., also a member of the Intesa Sanpaolo Group, will remain the most significant distributor of investment funds managed by Eurizon Asset Management Croatia d.o.o. The company's clients will continue to be able to trade units through the existing distribution channels of Privredna banka Zagreb.
*Source: Eurizon, on day September 30 2024
**Source: HANFA, on day January 31 2025
Eurizon (internal data processing related to funds and portfolios), on day January 31 2025
The company operates at the address Ulica grada Vukovara 271, Zagreb. The phone number: +385 1 6363 699 and email address: eurizonam@eurizonam.hr.
More information on: https://eurizonam.hr/
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Investment fund
Our investment funds are a specific type of investing funds, wherein the investor chooses the funds whose investment goals are in accordance with the investor’s investment goals, depending on their financial goals, the duration of the investment and the potential yield or risk. Find out more
Investment funds
The Company currently manages 24 open-ended investment funds with a public offering, and these are the following:
- Eurizon HR Start fund
- Eurizon HR D-Start fund
- Eurizon HR Bond fund
- Eurizon HR Global fund
- Eurizon HR Equity fund
- Eurizon HR Conservative 10 fund
- Eurizon HR Euro Short Term Bond fund
- Eurizon HR Flexible 30 fund
- Eurizon HR International Multi Asset fund
- Eurizon HR Moderate 30 fund
- Eurizon HR Dollar Progressive fund
- Eurizon HR Equity World fund
- Eurizon HR Active Defensive fund
- Eurizon HR Target 2027 fund
- Eurizon HR Active Defensive 2 fund
- Eurizon HR Target 2027 II fund
- Eurizon HR Target 2027 III fund
- Eurizon HR Dollar Bond 3 fund
- Eurizon HR Target 2025 fund
- Eurizon HR Target 2025 II fund
- Eurizon HR Target 2025 IV fund
- Eurizon HR Target 2026 fund
- Eurizon HR Cash fund
- Eurizon HR Target 2026 II fund
Eurizon Asset Management Croatia services
Apart from establishing and managing investment funds, Eurizon Asset Management Croatia also offers a specialised service of managing a securities portfolio for natural and legal persons whose main investment characteristic is entrusting the management of a part of the personal property to a professional manager.
