Why choose Jusan
“We believe that the investment strategy we have defined is attractive and will
serve as a reliable protection of and growth to your pension savings”.
Currency allocation 50% in USD 50% in KZT
Investing 50% of the portfolio into foreign capital markets
Transparent financial activity
No allocation in local sectors where there has been a case of default of a
company
No allocation in affiliate companies
Professional Team
12+
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Assets under management
As of
01.01.2023
419+
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bln tenge
Client assets in brokerage accounts
As of
01.01.2023
1,52+
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trln tenge
Client transactions turnover
As of 01.01.2023
1.0+
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Raised capital
time
of the activity
Strategy
The aim of the fund is to preserve and increase pension savings of residents of the Republic of Kazakhstan by
the retirement age.
Fund assets will be invested in liquid public financial instruments, including equities, bonds, exchange-traded funds (ETFs), short-term treasury notes of the National Bank of Kazakhstan, medium-term sovereign bonds of Kazakhstan, as well as precious metals.
Fund assets will be invested in liquid public financial instruments, including equities, bonds, exchange-traded funds (ETFs), short-term treasury notes of the National Bank of Kazakhstan, medium-term sovereign bonds of Kazakhstan, as well as precious metals.
Key figures
Below is information on the portfolio collected as part of the management of pension assets
13%
annual return
annual return
Target investment
income
14,26%
annual return
annual return
Portfolio return for the period 31.01.2023
4 294,85
mln tg
mln tg
Net worth of pension assets under management as of 31.01.2023
0%
Fund management fee
Fund management fee
We do not charge a commission fee on your savings, but only 5% on your
investment income
Asset Allocation
Geographic distribution
Portfolio Investments
Documents
| Bonds of the MFRK | 20,56% | |
| Cost promotions | 1,26% | |
| Real estate funds | 2,64% | |
| World stocks excluding USA | 3,70% | |
| Emerging markets stocks | 3,48% | |
| Gold miners' shares | 4,44% | |
| Notes of NBRK | 29,17% | |
| USA treasury bonds | 8,58% | |
| USA Broad Market Stocks | 7,29% | |
| Shares of the ESG segment (socially responsible investment) | 0,83% | |
| Short-term USA Treasuries | 5,76% | |
| USA floating rate bonds | 2,14% | |
| Cash | 10,17% |
| USD | 40,43% | |
| KZT | 59,57% | |
*По
состоянию на 31.01.2023
How does it work?
1
Choose Jusan Invest in your “Unified Accumulative Pension Fund” (JSC
UAPF) personal account.
Login to your personal account at UAPF and choose to transfer part of your
retirement savings to the asset management by Jusan Invest JSC
2
We invest according to Fund’s strategy
A professional team, following its strategy, invests in reliable and
profitable financial instruments
3
Receive your pension savings and return on investments
When you reach your retirement age receive your pension savings and return
on your investment.
FAQ