You will trust your investment solutions to JSC Kazkommerts Securities professionals

Select an individual investment strategy

Clients will be free from constant market monitoring

Transactions will be executed effectively, dependent on the situation

You will have access to an experienced team of high-class asset managers

Investment decisions are taken by an investment committee

Your portfolio will be monitored and regularly rebalanced

You will have access to full analytical coverage

You will receive information on trading ideas on local and international markets

You will have direct access to managers and analysts

The investment strategy you choose yourself
Conservative Low risk tolerance
 
Protection and preservation of capital
 
High reliability - low profitability
Financial instruments Government bonds Top rated corporate bonds Deposits Money market
KZT/USD/EUR/GBP Investment Currencies
 
$200 thousand / 65 million tenge. Minimal amount of investments
Balanced Moderate risk on the portfolio
 
Formation of sources of stable income
 
Balanced risks - moderate return
Financial instruments Corporate bonds with moderate risk Dividend shares Growth Shares Deposits Money market
KZT/USD/EUR/GBP Investment Currencies
 
$200 thousand / 65 million tenge. Minimal amount of investments
Aggressive Willingness to accept high risks
 
Maximization of profitability and capital increase
 
High profitability - high risks
Financial instruments Growth Shares Dividend shares ETF Corporate bonds with high yield Deposits Money market
KZT/USD/EUR/GBP Investment Currencies
 
$200 thousand / 65 million tenge Minimal amount of investments
Kazkom Securities offers Islamic investment portfolios for those who adhere to Shariah norms
Islamic portfolio Protection and preservation of capital
 
High reliability - low profitability
 
Absence of speculative instruments
Financial instruments Sukukee Islamic Foundations Shares of companies whose activities do not contradict the principles of Islam
USD/MYR/KZT/GBP/AED Investment Currencies
 
$200 thousand / 65 million tenge Minimal amount of investments
Tariffs
1.5% of assets Management fee*
20% Commission for success**
>3% Target profitability***

* % per annum from net assets of the portfolio (assets including accounts receivable minus liabilities / costs associated with transactions), the commission is accrued and paid monthly, all costs associated with the execution of transactions are made from the assets of the investment portfolio

** % for excess income or from the difference between the actual yield of the portfolio and the threshold yield in annual terms, payment once a year after the end of the calendar year.

The threshold yield for calculating the commission for excess income is 3%. The threshold yield may be revised depending on the situation on the market.

*** Target profitability is not guaranteed and depends on the situation in the markets.

Note: The above commissions can be reviewed and do not constitute an official offer.

Tariffs
for your preferences
Conservative
1,5% from assets Management fee*
20% Commission for success**
10% Target profitability in tenge***
4% Target profitability in foreign currency***
Balanced
1,0% from assets Management fee*
20% Commission for success**
15% Target profitability in tenge***
7% Target profitability in foreign currency***
Aggressive
1,0% from assets Management fee*
20% Commission for success**
20% Target profitability in tenge***
10% Target profitability in foreign currency***
Investment Strategies

* % of the annual net assets of the portfolio (assets taking into account receivables minus liabilities / costs associated with transactions), the commission is charged and paid monthly, all costs associated with the execution of transactions are made from the assets of the investment portfolio

** % For excess income or from the difference between the actual yield of the portfolio and the threshold profitability (in annual terms in the selected currency), payment once a year after the end of the calendar year.
The threshold profitability for calculating the commission for excess income by strategies: conservative - 8% (tenge) and 2% (currency), balanced - 12% (tenge) and 4% (currency), aggressive - 14% (tenge) and 6% (currency ). The threshold yield may be revised depending on the situation on the market.

*** Target profitability is not guaranteed and depends on the situation in the markets.

Note: The above commissions can be reviewed and do not constitute an official offer.

Your business is to make a choice. Our mission is to help you achieve your goals

Our individual solutions have been developed for corporate and private clients striving to improve the financial position of their business, and protect and help their assets grow.

We have many years of successful asset management experience

We have built a team of highly qualified investment experts who have created strong partnerships with leading overseas investment houses, guaranteeing the best results for your portfolio, minimising the risks, but maintaining a high rate of return.

You can obtain more detailed information from our experts

Nurlan Ashinov

NAshinov@kazks.kz

ext. 58005

Disclaimer

Information and opinions contained in this material have been prepared by Kazkommerts Securities JSC and are intended solely for the information of the company's customers. Neither JSC Kazkommerts Securities nor any of its representatives or employees are liable for any direct or indirect damage resulting from the use of this information.

Kazkommerts Securities JSC assumes no responsibility to update this material on a regular basis, as well as to report all changes that have occurred since its preparation. JSC Kazkommerts Securities draws the attention of investors that the return on investment in financial instruments depends on a variety of market and non-market factors. In particular, the actual income of an investor may be influenced by fluctuations in interest rates, changes in tax rates, the movement of exchange rates, changes in quotations of securities, market indices, changes in production and financial performance of companies, as well as other factors.

JSC Kazkommerts Securities draws attention to the fact that past results do not always indicate what future indicators will be. However, estimates of future results are based on assumptions that may not materialize. The value of any investment or income may go down and rise, as a result of which investors may not receive back the entire invested amount. In the case of investments for which there is no generally recognized market, investors may have difficulty in selling them or obtaining reliable information about their value or the risks involved. The material is prepared without taking into account the individual financial characteristics and goals of those who receive it.

JSC Kazkommerts Securities recommends investors to independently evaluate the feasibility of certain investments and strategies and encourages investors to use the services of financial advisers. Representatives and employees of JSC Kazkommerts Securities, including officials, may hold positions on any financial instruments and may from time to time change positions on such financial instruments. Kazkommerts Securities JSC can act as a market maker or incur liabilities for underwriting financial instruments of companies, can sell or buy their debt or equity securities for customers as the main party to the transaction. All rights to reports and materials belong to JSC Kazkommerts Securities. Partial or complete reproduction and dissemination of this information can not be carried out without the written permission of Kazkommerts Securities JSC.

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