Interval mutual investment fund "UDC Safe+"

The investment goal of the UDC Safe+ investment investment fund 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+ investment investment fund 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.

Target
yield

5% per annum
 

Minimum purchase amount of units

50000$

Dividend payment

once a year, at least 20% of net investment income

Redemption of shares

annually, April 15
 
 
Management company remuneration:

The issue of units of the IMF “UDC Safe +” was registered by the Agency of the Republic of Kazakhstan for the regulation and development of the financial market on November 14, 2022.

Risk Warning:
JSC “UD Capital” does not guarantee to the holders of the shares of the increase or maintenance of the value of the shares. Shareholders bear the risk of losses associated with changes in the market value of the mutual funds’ assets within the limits of the value of the shares they own. The value of units may increase or decrease, the market prices of financial instruments may either rise or fall, and changes in market prices are beyond the control of the management company. The state also does not guarantee the profitability of investments in mutual fund units.

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