Mutual funds

Mutual investment funds are the most progressive way of saving and growing capital. By pooling individuals’ contributions into one portfolio, they spread the cost of investing in securities and offer greater exposure.

Mutual funds have several attractive advantages:

• They offer superior returns (compared with bank deposits).
• Their market is regulated strictly by the state, so investor interests are fully protected.
• They are not classed as legal entities and thus not liable for the profit tax, meaning optimal returns for clients.
• They are overseen by experts who both possess the knowledge to make informed investment decisions and are perfectly placed to react swiftly to changes on the market.
• They offer transparent investment portfolios and undergo regular independent audits.

All our mutual funds are managed using unique investment strategies, each of which offers a different risk and return profile and forms the main basis for making investment decisions.

Investors are guaranteed maximum protection thanks to effective checks at each level of the mutual fund system. The first and main one is that asset management companies are directly linked to the funds that they operate. Next in the chain are the special depository, the special registrar and the auditor. While each of these companies carries out a specific role, all four are held collectively responsible for any violations that occur.

The management company is responsible for analyzing the market, making investment decisions and overseeing the securities portfolio.

The special depository holds the assets under management.

The special registrar is responsible for maintaining all official records, including of investors, the assets held collectively and individually and all securities transactions made.

The auditor conducts a thorough check of the management company’s operations.

This system ensures that mutual funds are reliable investment instruments while enshrining the interests of those who entrust their money to them.

For more information, call us today:
+7 (495) 5000 100
+7 (800) 1003 111