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JSC "Halyk-Perspective Investments" Mutual Fund
Mutual fund for promising investments with potentially higher returns
Mutual Fund (MF) – a fund that pools assets from multiple investors (unit holders) for joint investment.
29 July 2026
Unit price
$ 140,74557
Characteristics of the «Halyk-Perspective Investments» fund
- The initial investment amount is from 1,000 US dollars. When purchasing fund shares on KASE, the minimum initial investment amount is equal to the lot price established during trading on KASE
- The fund's portfolio includes equity instruments of developed and emerging countries and ETFs investing in these instruments
- Redemption of shares is conducted quarterly on January 25, April 25, July 25, and October 25. If the holding 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 reports and manager consultations
- Share value (PDF)
- Methodology for calculating profitability (PDF)
The issue of shares of the mutual investment fund «Halyk-Perspective Investments» is registered by the National Bank of the Republic of Kazakhstan on 18.12.2019. 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 fund shares, it is necessary to familiarize yourself with the fund's rules and investment declaration.
Investment funds
Mutual funds managed by Halyk Finance -
a profitable alternative to deposits
a profitable alternative to deposits
Halyk Tenge
Investments in tenge debt and equity financial instruments
Target return for 2026
15%
per annum in KZT
Return over the last 12 months
10,28%
per annum in KZT
Initial amount ₸ 100,000, subsequent from ₸ 100.00. Redemption of units monthly by the 25th of each month.
Halyk-Currency
Investments in dollar-denominated corporate high-yield debt instruments
Target return for 2026
5-6%
per annum in USD
Return over the last 12 months
5,71%
per annum in USD
Initial amount $1,000, subsequent from $1. Redemption of units on January 25, April 25, July 25, and October 25.
Halyk-Balanced
Investments in high-yield dollar bonds and equity instruments
Target return for 2026
7-8%
per annum in USD
Return over the last 12 months
8,50%
per annum in USD
Initial amount $1,000, subsequent from $1. Redemption of units on January 15, April 15, July 15, and October 15.
Halyk Global
Investments in high-yield financial instruments
Target return for 2026
10-12%
per annum in USD
Return over the last 12 months
11,44%
per annum in USD
Initial amount $100. Redemption of units on January 25, April 25, July 25, and October 25.
