Managed funds
Ozone Capital devotes all of its human and technological resources to only one lesson - asset management and funds of their clients. The team of portfolio managers of the company consists of professionals with extensive experience in both the Ukrainian and International capital. My markets offer an opportunity for private investors, pension funds, insurance companies and banks to invest in securities on the stock market of Ukraine by means of participation in our investment funds.
PIFu "Platinum" on the results September'06 - May'07 agency "Expert Rating" assigned to one of the highest rating - "B", which corresponds to the "good level of management efficiency" and the level of profitability above the market average. (Source: magazine "Expert» №22 dated June 4, 2007).
According to the research 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, 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 - "Economic news", 08/06/2007, Jan Koretskaya
PIF "Platinum" took second place among diversified mutual funds (open-end and interval) yield for eight months of 2007, according to the version of the magazine "Dengi.UA".
PIF "Platinum" in 2007 received the highest rating of "A" by the rating agency "Expert Rating", which corresponds to the highest level of efficiency. (Source: magazine "Expert» №7 of February 18, 2008).
28 771 735 uah.
PIC and NAV on 17 December 2024 **
*PIC - Price Invest certificates, stocks, pension unit.
*NAV - Net Asset Value
**PIC and the NAV calculated at the end of the previous working day
