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Section archive all reviews of fund "Laurus"

30.06.2018 12:53:00

In June, the global picture has not changed much. Relative calm in developed markets and continued capital outflows from emerging markets. So, the S & P500 index added 0.5% a month, while the UX index lost 6.5%, but remains positive by 16% since the beginning of the year. Markets continue to react very sharply to the growing trade war between China and the United States, although the real effect of the already announced measures is not fatal, investors fear further escalation and its more global consequences. 2-3 years ago, the main threat to financial markets was considered the possibility of a sharp slowdown in the Chinese economy. Then it was avoided, but the problem did not go away. The result of measures taken by China to reduce financial risks was only that debts began to grow more slowly, moreover, liquidity in the financial system of China is limited. In other words, a trade war can and does not pose a significant threat in itself, but together with the accumulated imbalances in the Chinese economy can become a trigger for a sharp slowdown in the Chinese and global economy. In addition, many fear that as a response to US tariffs, China may devalue the yuan, which will affect many other currencies of developing countries. The fact that the probability of a slowdown in the global economy has increased does not mean that this is the most likely scenario. It is possible that this can be avoided, of course, not without the help of central banks, which, after seeing a slowdown, may postpone raising rates. However, as we have already mentioned, Ukraine is to some extent protected from external shocks thanks to the early phase of the economic cycle and especially the current IMF program. In addition, rates on which Ukraine could place bonds are already too high. The de facto capital market has already been closed to us, therefore, the further growth of rates due to the global crisis will not change the situation with the financing of the budget. Therefore, we continue to expect a further slow recovery of the Ukrainian economy.

31.05.2018 12:53:00

In May, markets remained unsettled, but panic as a whole is not there. The recent rise in the dollar and interest rates around the world triggered a wave of bond sales of developing countries. This wave has exposed weaknesses - economies with large current account deficits and large external debts, in particular, Turkey and Argentina, where small currency crises occurred. The oil was poured into the flames by populists who came to power in Italy, who now promise to spend more money than they can afford, that the Italian debt market has collapsed and even weakened the euro. Now the Ukrainian shares were also sold, the UX index declined by 6% in a month. But the S & P 500 index for May, against the backdrop of growing protectionism in the US, even grew by 2.4%. While emerging markets are getting used to rising interest rates and falling rates of their currencies - the US economy continues to show steady growth, and US companies - a record profit in the first quarter, which, among other things, is due to Trump's tax reform. Over the past six months, the macroeconomic external background for most emerging markets has deteriorated sharply, but the reaction of developing economies has been different. If most countries are now in the late stage of the economic cycle, then in Ukraine the recovery of the economy and lending is just beginning. If in other countries speculative capital has come into significant volume in recent years and these flows have now unfolded, then in Ukraine we practically do not observe these phenomena. In addition, Ukraine already has an existing IMF program, according to which the country can receive financing regardless of the unrest in the capital markets. In other words, Ukraine will likely continue its slow economic growth even if the external background worsens and the problems in other emerging markets worsen. In June, we expect good news about the adoption of an anti-corruption court compatible with the requirements of the IMF and believe that this may spur demand for Ukrainian assets. The result of Laurus for the month is + 0.7%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits.

01.09.2017 12:55:00

The result of Laurus in September is + 1.5%, since the beginning of the year + 10.0%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits.

01.08.2017 12:48:00

The result of Laurus in August is + 0.7%, since the beginning of the year + 8.3%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits.

01.07.2017 12:42:00

The result of Laurus for July is + 0.7%, since the beginning of the year + 7.5%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits.

01.06.2017 11:00:00

The result of Laurus for June is + 1.6%, since the beginning of the year + 6.7%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits. The weighted average rate on the fund's deposits is 16.1%.

01.05.2017 11:06:00

The result of Laurus in May is + 1%, since the beginning of the year + 5%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits. The average weighted interest rate on the fund's deposits is 16.2%.

01.04.2017 11:06:00

The result of Laurus in April is + 0.9%, since the beginning of the year + 4.0%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits. The weighted average rate on the fund's deposits is 17.1%.

01.03.2017 11:08:00

Laurus's result for March + 0.7%, since the beginning of the year + 3.1%. There were no significant changes in the portfolio. Laurus only reinvested interest received on bonds and deposits. The weighted average interest rate on fund deposits is 17.1%.

01.02.2017 11:10:00

Laurus's result for February + 1.1%, since the beginning of the year + 2.4%. There were no significant changes in the portfolio. Laurus only reinvested interest received on bonds and deposits. The weighted average interest rate on fund deposits is 17.1%.

01.01.2017 11:10:00

The result of Laurus in January is + 1.2%. There were no significant changes in the portfolio. Laurus only reinvested the interest received on bonds and deposits. The average weighted rate on the fund's deposits is 17.0%.

Funds under management

Funds under management

Argentum

PIC*

8.45 uah.

+0 %

NAV*

187 207 uah.

+0 %

Platinum

PIC*

428.15 uah.

+0 %

NAV*

9 301 599 uah.

-799.31 %

Aurum

PIC*

8.94 uah.

+0 %

NAV*

202 072 uah.

+0 %

Laurus

PIC*

4.90484 uah.

+0.04 %

NAV*

19 103 816 uah.

+0.04 %

Value of indices

PFTS index

507.03

+0 %

UX іndex

1 194.15

+0 %

General SCHA stock

28 794 693 uah.

PIC and NAV on 25 June 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

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