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.

  • The open UIT of hybrid investments “Sbalansirovanny” is going to celebrate its 15th anniversary. It is the oldest and most profitable trust in the country. The age does not prevent its advancing. After the rouble devaluation and economic difficulties in 2015 the trust changes its investment philosophy into step increase philosophy.

      
    INVESTMENT TRUST STRATEGY

    In 2015 the trust changes its strategy and investment philosophy. We digress from the MICEX (ММВБ) index, benchmarking, the factor of which is to be outdistanced. This decision is the reason of sideways caused by the country economic difficulties and rouble fall. So the trust uses mid-conservative strategy with the protection against devaluation.

    After that the trust’s aim is to get yearly step increase of the unit cost and to protect unit holders against fall in a rouble. It means that by the end of 2015 about a half of the trust assets will have been marketable shares with reliable dividend history, and another half will have been placed into premium profitable bonds, including euro bonds. For the provision with the additional protection against devaluation we can transfer under 50% of NAV of the trust into assets, nominated in a foreign currency.

    This strategy could satisfy conservative investors who want to get regular income more than bank deposits and to protect their income against fall in a rouble under the law level of risks. 

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    Date and time of publication: 03.12.2012  14:33:00

    We hope that information we give here proved useful and decisive for you. Become our client and buy units easy!


    We follow a policy of transparency. If you are interested in our products, you can find more information about the mechanism of our mutual funds in the relevant section.







    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).

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