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Managed funds

Ratings and Awards

  • Company "AMC OZONE" (previously "Dragon Asset Management") project Winner "Stock race." As a result of the project, during which asset managers 5 well-known investment companies in Ukraine demonstrate their vision in the management of portfolios of shares, It took first place company "Dragon Asset Management" with a score of 51%. The second and third place was shared by "Bonum Group" - + 39.07% and "Art Capital" 36.12%. Fourth and fifth places for yield took portfolios "FOIL" (+ 15.55%) and "Yupras Capital" (+ 3.51%). Randomly selected portfolio of shares, which led the project revision "Stock race", showed yield of 14.19% based on the results of the competition.
  • PIF "Platinum" in 2007 received the highest rating of "A» from the rating agency "Expert Rating", which corresponds to the highest level of efficiency. (source: magazine "Expert» №7 on February 18, 2008).
  • PIF "Platinum" took second place among diversified mutual funds (open-end and interval) yield for eight months of 2007, according to the version Dengi.UA magazine.
  • "The most profitable for private investors to invest in mutual funds LLC "AMC OZONE"(previously "Dragon Asset Management"") ... According to the study of the rating agency "Expert Rating", a nine-month yield on the 23 funds ranged from 13 to 111.6% (17,3-148,8% in annual terms). The most profitable were equity funds and real estate. The analysts of the agency noted that in the long term there is a high risk of losing money. To assess the effectiveness of investments, we took 5 diversified open-end investment funds. For a more objective assessment, "EN" in the study used the so-called Sharpe ratio, which describes the behavior of the fund in the past tense. Thus, with this performance, we decided to analyze the effectiveness of the work 5 in our sample of funds. The study included: Foundation "PLATINUM" AMC OZONE (previously "Dragon Asset Management"), the Fund "Klasichny" AMC "Quinto", "Parex fund of Ukrainian Bonds" AMC "Parex Asset Management", "Premium Fund cbalansirovanny" AMC "Socrates "PIDIF" DIGITAL "AMC" Ineko-Invest ". According to the data presented in Table 1 and Table 2, the level of efficiency of all the funds, without taking into account taxation and inflation above the market, with all the funds it showed a good level of efficiency. At the same time, keep in mind that such "Parex Ukrainian Fund Bonds" according to data company invested about 34% of its portfolio in enterprises of metallurgy, and 21.8% - in the energy sector. Thus, more than 50% of the portfolio belongs to enterprises that depend on the situation on foreign markets. Although the branch structure of the fund is afforded enough convincing results. It should be noted that the highest result showed two funds: Fund "Klasichny" Foundation and "PLATINUM" ... (Source - gt; «Economic news", 08/06 / 2007 Jan Koretskaya)
  • PIFu "Platinum" on the results sentyabrya'06 - maya'07 agency "Expert Rating" assigned to one of the highest rating - "B», that corresponds to the "good level of governance" and the level of profitability above average. (Source: magazine "Expert» №22 on 4 June 2007).

Note: Cost Invest. certificates and shares of the Fund may increase or decrease. Dynamics of changes in the cost of invest. certificates and shares of the Fund in the past does not determine the dynamics of changes in the value of investment certificates and equity funds in the future. The Company does not guarantee the profitability of investments in mutual funds and corporate investment. The state does not guarantee the profitability of investments in mutual funds and corporate investment. Before you buy Invest. certificates or shares, you should carefully read the Rules of the Fund.

Funds under management

Funds under management

Argentum

PIC*

65.23 uah.

+0.05 %

NAV*

1 714 419 uah.

+0.06 %

Platinum

PIC*

530.12 uah.

-0.01 %

NAV*

11 893 219 uah.

-0.01 %

Aurum

PIC*

64.42 uah.

-0.02 %

NAV*

1 740 495 uah.

-0.01 %

Laurus

PIC*

4.07596 uah.

-0.01 %

NAV*

14 739 538 uah.

-0.01 %

Value of indices

PFTS index

510.42

-0.02 %

UX іndex

1 494.64

+0.03 %

General SCHA stock

30 087 671 uah.

PIC and NAV on 6 December 2019 **

*PIC - Price Invest certificates, stocks, pension unit.

*NAV - Net Asset Value

**PIC and the NAV calculated at the end of the previous working day

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