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JSC "Bolashaq – Akcii budushego" Mutual Fund
Fund with higher returns and investment amounts starting from $100
Mutual Fund (MF) – a fund that pools assets from multiple investors (unit holders) for joint investment.
7 September 2026
Unit price
$ 11,05743
Shares of the fund can be purchased on KASE without any minimum amount restrictions.
KASE
The minimum investment amount is $100.
$100
Fitch Ratings' investment grade rating
BBB-
A professional asset manager at Halyk Finance with over 8 years of successful asset management experience
8 years
Characteristics of the «Bolashaq – Akcii budushego» fund
- The initial investment amount is from 100 US dollars
- The fund's portfolio includes stocks and bonds of Kazakhstani and foreign issuers
- Redemption of shares is carried out once every six months: January 25, July 25. If the ownership period of the investment shares is less than 6 months, a discount of 1% of the total value of the shares presented for redemption is applied when redeeming the shares.
- Monthly reporting and manager consultations
- Share value (PDF)
- Methodology for calculating profitability (PDF)
The issue of shares of the MIF «Bolashaq – Akcii budushego» was registered by the Agency of the Republic of Kazakhstan for Regulation and Development of the Financial Market on September 15, 2022. The value of shares may increase or decrease. Past investment results do not determine future income. The state does not guarantee the profitability of investments in investment funds. Before acquiring the fund's shares, it is necessary to familiarize yourself with the fund's rules and the fund's investment declaration.
Investment funds
Mutual funds managed by Halyk Finance -
a profitable alternative to deposits
a profitable alternative to deposits
KZ – Облигации
Investments in tenge debt and equity financial instruments
Target return for 2026
15%
per annum in KZT
Yield over the last 12 months as of August 1, 2026
15,95%
per annum in KZT
Initial amount ₸ 100,000, subsequent from ₸ 100.00. Redemption of units monthly by the 25th of each month.
Obligacii v $
Investments in dollar-denominated corporate high-yield debt instruments
Target return for 2026
5-6%
per annum in USD
Yield over the last 12 months as of August 1, 2026
4,13%
per annum in USD
Initial amount $1,000, subsequent from $1. Redemption of units on January 25, April 25, July 25, and October 25.
Баланс (50/50)
Investments in high-yield dollar bonds and equity instruments
Target return for 2026
7-8%
per annum in USD
Return on investment for the last 12 months as of August 1, 2026
7,01%
per annum in USD
Initial amount $1,000, subsequent from $1. Redemption of units on January 15, April 15, July 15, and October 15.
Globalnye Akcii
Investments in equity instruments in foreign currency
Target return for 2026
9-10%
per annum in USD
Yield over the past 12 months as of August 1, 2026
5,74%
per annum in USD
Initial amount $1,000, subsequent from $1. Redemption of units on January 25, April 25, July 25, and October 25.
