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harMONEY Mutual Funds
For those who want to keep their savings
KZT
+13% 1
Invest
Блоггер's,
Инвесторы
Stocks, bonds and precious metals
The fund invests according to the same philosophy used by large and successful investment funds
Minimal risks
Investments in some of the most reliable and profitable assets in the world
Convenient service
The whole range of services in a single mobile application
Government protection
The purchased shares of mutual fund are your property, protected by the legislation of the Republic of Kazakhstan
Is your choice – harmony?
Harmony in investments means a well-balanced portfolio, just like in this investment fund. The fund invests in stocks, bonds and precious metals following the same strategy used by large and successful investment funds. For instance, the largest sovereign wealth fund is a Norwegian pension fund, which owns 1.5% of all shares in the world.
Who manages the fund?
The fund is professionally managed by an experienced team of Jusan Invest
28+
billion KZT
assets under management
As of 01.01.2021
322+
billion KZT
brokerage service
As of 01.01.2021
We were in
the Top 2
underwriters on the KASE in 2019
1.2+
trillion KZT
client transactions turnover
for 2020
Return
Fund parameters
Asset allocation
What makes up your income?
By investing in harMONEY mutual fund, you become the owner of a security called "investment share". The share price changes daily in response to market fluctuations.
How much can you earn?
Profit calculator
₸ 100
You will save up
For the period
3 years
Annualized return YTD 6 months 1 year Since launch date
«harMONEY» MF 7,88% 12,06% 7,86% 8,50%
Data as of 31.12.2020
Fund strategy
The fund was launched to provide investors with access to equity and debt instruments of the Kazakhstan and CIS markets, denominated in both local and hard currencies. At a time of uncertainty, the fund places funds in debt securities of reliable issuers of the local market and financial instruments of the government and semi-government sectors. By investing in "doSTAR" mutual fund, investors accept the fact of an increased level of risk in the equity market, while at the same time they can count on a higher return in the long term.
Fund parameters
Asset class Debt and equity instruments of the international market
Share redemption Quarterly
Fund assets ₸ 232 191 121,69
Fund currency Тенге
Current share price ₸ 12 437,2881
Weighted average time to maturity 16,28 месяцев
Expense ratio * 0,23%
Data as of 13.04.2021
* Management and custody fees.
Asset allocation
Sector Share (%)
Money market 61,6%
Sovereign 32,2%
IFIs 6,1%
Data as of 31.12.2020
Countries Share (%)
Kazakhstan 100,0%
Data as of 31.12.2020
FAQ
How Mutual Funds work
1
Buy shares of Mutual Funds through your brokerage account.
You can open a brokerage account on our website or in Jusan App.
2
Your investments increase in value.
Jusan Invest’s goal is to increase the value of shares of Mutual Funds.
3
Earn on the difference between purchase price and sale price.
After selling the shares of Mutual Funds, your income will be the difference between sell and buy price.