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MainAsset ManagementMutual fund «Halyk-Valyutnyi»

Mutual fund «Halyk-Valyutnyi»

Opportunity not only to save your funds,
but also to increase them by investing in currency fund
27 february 2020
Unit price
$ 1 129.10559
Mutual Investment Fund (Mutual Fund) - a fund that collects assets
of investors (unitholders) for joint investments.
Request for units purchase
Brokerage account at Halyk Finance
Advantages of “Halyk-Valyutnyi” mutual fund
Units purchase, buyback, <br>dividend payments <br>are made in USD
Units purchase, buyback,
dividend payments
are made in USD
Asset manager <br>with over 8 years of successful <br>asset management experience
Asset manager
with over 8 years of successful
asset management experience
Halyk Finance  has <br>international rating Fitch <br>(«BB+», outlook «Positive»)
Halyk Finance has
international rating Fitch
(«BB+», outlook «Positive»)
Initial minimum investment - <br>USD 10 000 <br>and above
Initial minimum investment -
USD 10 000
and above
Main features of Halyk-Valyutnyi
  • Initilal investment size –  starting from USD 10 000 
  • Fund portofolio contains eurobonds of kazakstan and foreign emitters, ETF
  • Quarterly buyback – January 15, April 15, July 15, October 15
  • Monthly reports and consultations 
  • Unit price 
  • The yield for the last 12 months as of 01.01.2020 is 10.75%. The yield calculation methodology  

The shares of mutual fund Halyk-Valyutnyi is registered by the National Bank of the Republic of Kazakhstan on 08.12.2015. The value of units may increase or decrease. Past investment results do not determine future returns. The state does not guarantee the return on investment in investment funds.

Unit price
Reports
Announcements
Rules

Инвестиционная деятельность Фонда проводится в рамках Правил, согласованных Национальным Банком Республики Казахстан 08.12.2015 г.

Настоящие Правила определяют цели, условия и порядок функционирования и прекращения существования интервального паевого инвестиционного фонда «Halyk-Валютный», Инвестиционную декларацию, а также иные условия, предусмотренные законодательством Республики Казахстан.

The benefits of collective investment

Risk reduction due to diversification

Due to the size, mutual funds can invest in dozens of instruments. This means that if one of the assets shows weak dynamics, the value of the mutual fund will change slightly. 

Professional management

Management companies have access to all sources of information. The company automatically tracks all investment risks.

 

Decreased expenses 

Trust management removes from the expenses list of investor - the Kazakhstan broker  service fee - one of the elements of commissions. Additionaly to that,  analytical platforms and exesting trading lines with many brokers allow Halyk Finance to achieve execution at best prices that are inaccessible to independent investors.

 

How it works?
1
Investor buys units and becomes the unitholder of the Fund
2
Unitholders' money is accumulated in the fund and invested in financial instruments according to the fund’s strategy
3
A change in the value of the fund assets affects the value of the unit, and the difference in the purchase price and sale price constitutes the investor's profit or loss.
Our team of true professionals
Mariya Pan
Head of Sales Department
7 727 357 31 77, ext. 3314
Aizhan Moldakhmetova
Head of Corporate clients division
+7 727 357 31 77, ext. 3318
Assel Baizhanova
Senior Manager of Corporate clients division
+7 727 357 31 77, ext. 3315
Zhanna Nuralina
Head of Retail clients division
+7 727 357 31 77, ext. 3317
Shynar Zhakanova
Chief Manager of Retail clients division
+7 727 357 31 77, ext. 3316
Aliya Abdumazhitova
Senior Manager of Retail clients division
+7 727 357 31 77, ext. 3319
Dinara Assambayeva
Head of Branch in Nur-Sultan
+7 7172 64 34 33, ext. 3390
Aliya Mukhametzhanova
Manager of Retail clients division
+7 7172 64 34 33, ext. 3391
Do you have any questions?
Get free consultation of our managers
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