Our website uses  cookies for statistical purposes.

Our Articles

Open an Investment Fund in Serbia

Open an Investment Fund in Serbia

If you want to open an investment fund in Serbia, you can opt for the support offered by our specialists. There are two types of investment funds available in Serbia which can be handy options due to the advantages presented. In the following lines, you can find out information about how to open an investment fund in Serbia and what the conditions are.

What types of investment funds can be opened in Serbia?

Two main types of investment funds can be established in Serbia, as follows:

  • Undertakings for the Collective Investment in Transferable Securities or UCITS;
  • Closed-end Collective Investment Undertakings.

UCITS issue investment units that can be repurchased if investors request so. These are the most used in Serbia and are at the disposal of any local or foreign entrepreneur. As for closed-end Collective Investments Undertakings, these can function as joint-stock companies and traded on the secondary market.

There are also alternative investment funds in Serbia, but the ones presented above are the most used.

We invite you to discuss these types of investments with one of our local agents and learn more about their characteristics. Also, if you want to open a company in Serbia, you can access our services.

How to establish an investment fund in Serbia?

Investors are the ones who set the targets to be achieved when creating an investment fund in Serbia. Such a fund can be placed in safe investments, bonds, shares, or bank deposits, to name a few. Investors can also have shares in a firm and thus become a company co-owner, as can be the case with joint-stock companies. Thus, depending on the goals to achieve with an investment fund, open-end investment funds, asset preservation funds, and asset value growth funds can be established, as examples.

How are UCITS registered in Serbia?

EUR 125,000 is the initial capital required for opening UCITS in Serbia, paid in full. Application for authorization of this capital is also solicited. A fund management company is needed, alongside information about the source of funds. Memorandums and Articles of Association of the management company are also required when opening an investment fund in Serbia such as UCITS. We recommend specialized support from our local representatives when you decide to open an investment fund in Serbia. Moreover, our agents can also deal with company incorporation in Serbia.

Why is an investment fund in Serbia advantageous?

Opening an investment fund in Serbia presents various benefits for the holders. Here, this fund is managed by financial experts. They know what risk management means and what kind of tools to use for future investments and portfolio extension. Moreover, invested money is available to those who open the respective fund and can be converted into cash when this is requested. Here are some statistical data about the economy of Serbia if you want to invest in this country and get to know a little about its profile:

  • Serbia’s economy grew by approximately 2.5% in 2023, according to recent reports.
  • An increase in the volume of industrial production of around 2.4% was registered in 2023, compared to 1.7% in 2022.
  • Serbia’s GDP growth objective for 2024 is roughly 3.5%.

In addition to assistance in opening an investment fund in Croatia, our clients can also benefit from other services. For example, we help with company formation in Serbia and all the procedures involved. They also have at hand the services offered by our accountants in Serbia. Contact us, therefore, to learn more about the services we offer for opening an investment fund or for setting up a company in Serbia.