Санкт-Петербург, Детский переулок,
дом 5, литера А (пом.5Н №29)

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.

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    The main task of The Wealth Management subdivision is to save and increase purchasing power of the client’s capital for a long term.

    WEALTH MANAGEMENT SERVICES
    • Advice on choose of reliable jurisdiction for the capital storage and tax law
    • Assistance in the accounts opening and audit of signed documents
    • Choice of optimal capital layout and security satisfying the client
    • Personal management of the client’s assets due to his risk-profile
    • Advice and analytical assistance in the world financial markets
    • Audit and advice on the third-party portfolios and investments schemes

    Euro bond is the main investment instrument of The Wealth Management. It helps to save and increase the client’s capital. Euro bonds are debt securities of the large-scale and reliable companies, place in the currency in the world markets.

    PLUSES OF EURO BONDS
    • Profitability in the currency is more than the Russian currency deposits and particularly more than in the European (Swiss) banks
    • Profit forecast ability (regular coupon payment)
    • Liquidity (ability to change the bond portfolio and to sell a part of portfolio at any time without loss of coupon income)
    • Diversification (ability to make a portfolio with the bonds of companies in different countries and business sectors)

    As you choose risks we offer euro bonds for the personal investment portfolio. The list is large. You can choose from super conservative governmental bonds of The North European Capital, USA, Canada, and Japan with the profit at 1,5%-2,5% per a year to high-yield euro bonds of The South American companies (till 15%).

    At the same time the reliable euro bonds of the largest Russian issuers (Gasprom (Газпром), Lukoil (Лукойл), Alrosa (Алроса), Sberbank (Сбербанк), Alfabank (Альфабанк)) are always a happy medium. You can get profit from 6% to 10% per a year.

    THE LIST OF INSTRUMENTS OF THE WEALTH MANAGEMENT

    Besides euro bonds we offer our clients to get income from investments into the following assets:

    • Shares of reliable European and American companies
    • Reliable euro notes with high-yield coupon payment
    • Structural products with the capital security
    • Rent residential and commercial real estate in The West Europ
    • Direct investments into small and medium European enterprises
    THE PROCESS OF ASSETS MANAGEMENT

    We together with our clients fill in an investment declaration. This document determines the investment strategy. Percent ratio of every group of euro bonds and other instruments in the portfolio is calculated for each personal portfolio of every client.

    Before investment strategy decision the managers of The Energocapital Asset Management Company JSC analyze markets and certain issuers. They use information management systems such as   Reuters/Bloomberg. Besides that, they use data of external analyst of such investment banks as UBS, Deutsche Bank and others.

    During the process of assets purchase our managers always examine the markets. They work with many brokers-contractors and they find the best offers. As a result we save the clients’ money while transactions. The specialists of The Energocapital Asset Management Company JSC secure positions of the clients’ portfolio examining financial reports of the companies-issuers and financial and macro-economic news.

    Every quarter The Energocapital Asset Management Company JSC provides its clients with the official reports on the all transactions, portfolio state and profit as for the financial period. We follow changes in the market. If we see a favorable situation we inform our clients about new opportunities promptly.

    WEALTH MANAGEMENT IS A UNIVERSAL CLIENT’S INVESTMENT ASSISTANCE
    • Personal trust management of affluent clients’ capital abroad
    • Development of personal investment schemes for the reliable safety and capital income increase
    • Capital security and capital management in accordance with the personal client’s risk-profile
    • Expert analysis and estimation of efficiency of investments and commercial investment offers
    • Developing of the unique methods on management and control of family financial well-being

     

     

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