Санкт-Петербург, ул. Большая Пушкарская,
дом 22, литера А (офис 301)

8 (812) 642-18-12
  • Contacts
  • Rus
  • Client access
  • About
  • News
    News

    The news and the most significant events in Energocapital's life.

  • Our history
    Our history

    We have been working on the financial market since 1997. We are proud of the gained experience and knowledge. This section is about the significant milestones of our business development.

  • Ratings and honors
    Ratings and honors

    Our high professional level is confirmed by the large number of honors and high standings in specialized ratings.

  • Documents and Licenses
    Documents and Licenses

    Here you can look through the official legal documents of Energocapital. - Structure. Our company is like a complex mechanism, and the efficiency depends on precise interaction of all company’s units.

  • Requisites
    Requisites

    Here you can look through the official legal documents of Energocapital.

  • Structure
    Structure

    Our company is like a complex mechanism, and the efficiency depends on precise interaction of all company’s units

  • Advantages
  • Our Traditions and Principles
    Our Traditions and Principles

    We have been working on the stock market for more than 14 years. All this time we have been following a set of practices that form strong business relationships with our clients. That’s why we are so appreciated...

  • Investment philosophy
    Investment philosophy

    The foundation of our investment style is based on an active approach to asset management, a focus on the fundamental choice, and an effective risk control. This foundation is built into all strategies we are working with.

  • Investment process
    Investment process

  • Our achievements
    Our achievements

    The actual result is the best assessment of company’s activity. Our funds are repeated winners of independent investment ratings. The Energocapital-Balance Fund is a constant leader in profitability and management efficiency.

  • Our team
    Our team

    Professional managers are our pride. Just look at the people that you trust your assets to…

  • New approach of investment
    New approach of investment

    Success on the stock market is not possible without using science-based methods of assessment of companies and modeling investment processes. Here you can look through our analysts’ researches.

  • Feel comfortable about investments
    Feel comfortable about investments

    Our managers will explain to you all you need to know about investments and help you choose an optimal investment product.

  • Investment Funds
  • Balanced MF
    Balanced MF

    Open-ended miscellaneous mutual fund "Energocapital-Balanced" includes the “blue chip” stocks with high liquidity and the undervalued second-tier stocks. This fund is a repeated prize winner in different profitability ratings and is our pride.

  • Savings MF
    Savings MF

    Open-ended bond mutual fund "Energocapital-Saving" is an excellent alternative to a bank deposit and was created for investors who want to protect their savings from inflation.

  • Global Markets MF
    Global Markets MF

    Open-ended mutual fund "Energocapital-Global markets" was created for investors who are eager to undergo higher risk to potentially get higher income in the long-term outlook.

  • Real estate funds
    Real estate funds

    Real estate funds are oriented for investors who are interested in the long-term projects in sphere of real estate development. With professional management the real estate is an asset which returns interest and guarantees protection of invested capital.

  • Wealth Management
  • Products
    Products

  • Jurisdiction
    Jurisdiction

  • Legislation
    Legislation

  • Asset Management
  • Trust Management
    Trust Management

    Trust management in our company means high level of reliability, professionalism of portfolio managers and a variety of investment strategies.

  • Unit Investment Trust (UIT) – the easiest and comfortable, and supervised by the government instrument of collective investments. UIT strategy meets your investment aims and willing. They are managed by the qualified professionals. Selection criteria for the management company: management results within a long period of work, stability and reliability of the company (concerning estimation of independent rating agencies), ability of its own investment philosophy and clear investment process. The Peterburg-Invest Asset Management Company Joint Stock Company includes the all characteristics mentioned above. During many years we show that our good results are not incidental but are reasons of our market knowledge and investment philosophy. Choosing a fund from our list you choose a qualitative investment decision on Your capital management.  

    PRODUCT PLUSES:
    • Availability – a little amount is enough for investments in the stock market (100 roubles and more)
    • Easy – it takes 5 minutes to fill in an application for purchase or redemption of a unit
    • Liquidity – you can buy, sell or change units of any open UIT on any business day
    • Personal Income Tax – your yearly profit is not liable to income tax. Your money work efficiently. You should pay a tax only after units redemption
    • Safety - Unit Investment Trusts are always under the governmental control
    • Comfort – information on a unit price is published on the management company site every day
    • Reliability – independent companies protect your interests (special depositary, special registrar and auditor)
    • Efficiency – qualified experienced managers of financial markets
    THERE ARE 3 UNIT INVESTMENT TRUSTS IN THE LIST OF THE ENERGOCAPITAL ASSET MANAGEMENT COMPANY JOINT STOCK COMPANY

    Every UIT in our list has its own strategy aimed for the capital increase. Choose the strategy that meets your requirements taking into account investment periods, forecasting profit amount and risks level:

    THE STRATEGY OF CAPITAL SAVING WITH THE PROTECTION AGAINST DEVALUATION

    It is the oldest trust-flagship of our company that got many awards and top ratings by the independent rating agencies. Since 2015 we use the strategy of step increase of actual capital cost with the protection from devaluation. It provides with optimal ratio of high-yield dividend shares and premium bonds (including currency euro bonds). It is for investors who want to get income more than bank deposit rates at strict risks control and protection from fall in a rouble. It is easy, reliable and comfortable to save buying units of The UIT of hybrid investments “Energocapital-Sbalansirovanny” 

    CONSERVATIVE STRATEGY OF INCREASE QUICKER THAN INFLATION AND BANK DEPOSITS

    Capital security strategy against inflations at minimal risks of investments with the profit more than deposit rates in the TOP-10 banks. Here are only tested and the most efficient bonds. We provide investors who are looking for an alternative to bank deposits with the regular income more than deposit rates without limits for depositing and deposit-taking. It is more comfortable and profitable than a deposit. It is The UIT of bonds “Energocapital-Sberegatelny” 

    GLOBAL STRATEGY OF INCREASE IN THE WORLD MARKETS

    The trust is aimed for development of the three important indexes: S&P, DAX, and MICEX (ММВБ). You are protected from rouble devaluation and diversification on the leading economies of The New and Old Worlds. We hope you could estimate the all advantages of the stock fund aimed for diversification of investments as to different currency and regions of the world. We offer the open trust“Energocapital-World Markets” for the investors who want their capital increase caused by the world economy development for the long-term period.



    Got interested? We welcome you to become our client. You will see that buying units in an collective investment fund is easier than you thought.




    The cost of units in collective investment funds may fluctuate and past yield does not determine future yields. The government does not guarantee that investment in collective investment fund will bring profits. Extra charges levied may lower profits from investment in collective investment funds. Before buying an investment unit, please, carefully read trust management policies for collective investment funds (see the Russian version of the web-site).

    Обязательная информация
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