UD Capital JSC carries out professional asset management of corporate investors and individuals, taking into account the main classes of assets in the local and global stock markets. Investment strategies are developed on an individual basis, taking into account the investment goals of clients – from managing short-term liquidity to building a long-term portfolio of securities. We offer active and passive approaches to this process.
Clients’ assets can be managed both through individual client accounts and through participation of clients in stock and mutual funds.
Asset management of individual investors | Investment fund asset management |
Taking into account the individual requests and preferences of our clients, we manage their portfolio by providing professional financial consulting and developing an individual investment strategy. We also provide regular reports and provide full disclosure of the client's portfolio structure in order to help them achieve their financial goals and ensure a stable income over the long term. | The main advantage of this service is an individual approach to the client. In the process of working with the client's assets, his individual investment goals and objectives, risk appetite, special wishes, prohibitions and restrictions regarding the formed investment portfolio are taken into account. This allows you to achieve the goals and objectives of the client. |
Interval mutual investment fund "UDC Safe+" | Interval mutual investment fund "UDC Progress" |
The investment goal of the UDC Safe+ is to ensure the safety of the fund's assets by investing in financial instruments with different investment characteristics at a low level of portfolio risk. The fund is intended mainly for those investors who want to protect their savings from devaluation and country risks. The assets of UDC Safe+ are predominantly securities with a credit rating of at least A- according to the S&P Global Ratings, Moody’s Investors Service or Fitch Ratings scale. | The investment goal of the "UDC Progress" is to obtain maximum profitability by investing in financial instruments with a reasonable level of portfolio risk. The fund is intended mainly for those investors who are interested in the growth of their savings above the level of dollar inflation. The assets of the UDC Progress are predominantly securities with an investment grade credit rating (not lower than BBB- according to the S&P Global Ratings, Moody’s Investors Service or Fitch Ratings scale). |
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