Mutual Investment Fund Eurobonds in Sberbank

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At the moment, Eurobonds of Sberbank have positive reviews. Lowering the level of the minimum contribution allows most people to join the ranks of shareholders. This article will examine in detail all the features and advantages of a Eurobond mutual fund in Sberbank.

Investments in mutual funds of Sberbank

Mutual investment funds (UIF) Eurobonds are one of the offers for ordinary citizens from Sberbank. In addition, there is also Mutual Fund Ilya Muromets and the Telecommunications and Technology Fund , Fund Risky Bonds , Mutual Fund Biotechnology , etc. Sberbank of Russia is the most solid and reliable banking company in Russia specializing in this field of activity. To date, the total assets of the Sberbank mutual fund have exceeded the limit of 300 billion rubles for 20 different funds.

A characteristic difference of this company is a well-formed team of experienced portfolio managers, among whom there are analysts awarded special prizes.

Today, statistics enable specialized specialists to make important decisions in the field of asset management collectively, while simultaneously creating the most promising portfolios for investment.

Key priorities for consumers:

  1. Opportunity to receive a daily report on the level of the fund's prospects.
  2. The ability to independently predict the development of the situation, based on annual and quarterly reports.
  3. Any kind of information can be obtained remotely (even when outside the country).
  4. Probability of selecting a diversified portfolio, oriented to the expectations of the shareholder.

Buying Eurobonds from Sberbank automatically joins the ranks of active market participants. At the same time, the management of its own portfolio will be transferred to the hands of experienced Sberbank specialists. After conducting a general analysis of the results, the analytics department develops an optimal strategy for managing the fund in order to ensure the maximum level of performance.

Mutual Investment Fund Strategy Eurobonds

The main fund strategy for the Eurobond mutual fund in Sberbank is to receive income that exceeds the rate level at the stage of investing an equivalent amount on a foreign currency deposit. The portfolio is created from domestic issuers and CIS countries nominated in dollar currency. However, it is maximally adapted in three categories:

  • issuers;
  • industries;
  • sectors.

For this mutual fund, the risk parameter is medium. The price of one share is approximately 2,100 rubles. For more detailed information, please visit the company's website. The data is updated daily, according to the market situation.

The main components of the fund structure are:

  • finance - 43.3%;
  • telecommunications - 26.6%;
  • oil and gas - 14.2%;
  • metallurgy - 9.5%;
  • cash — 6.4%.

At the same time, the leading positions belong to:

Terms of participation in the mutual fund Eurobonds in Sberbank

  1. The minimum amount is 15,000 rubles when investing through a bank branch and 1,000 rubles through a personal account or mobile application.
  2. Subsequent additional deposits - from 1000 rubles.
  3. Commission fee for the purchase - 1%.
  4. The commission fee when buying a portfolio is more expensive than 3,000,000 rubles - 0.5%.

You can close your account at any convenient time. The maximum income can be obtained only if the deposit is long-term. Therefore, Sberbank prudently set the amount of the commission fee when closing a share deposit. And accordingly, the later the operation is carried out, the lower the commission percentage will be:

  • up to 6 months - 2%;
  • from 6 months to two years - 1%;
  • more than 2 years - 0%.

Purchase of units of Eurobonds

If desired, absolutely anyone can purchase a Eurobond mutual fund at Sberbank. You need to contact the Asset Management office or the branch of Sberbank. The list and addresses are on page . In extreme cases, you can simply call 7 495 500 01 00 and consult with the operator on this issue. More details on page .

Turning to a specialist, you have to go through the stages of registration:

  1. Name the main expected criteria from a contribution to Eurobonds: the amount of the contribution, the desired profit, risks. On this basis, the employee is obliged to form an optimal portfolio.
  2. Fill out an application form on the prepared form.
  3. Open a current account for transferring income: fill out a questionnaire and present a passport.
  4. Pay for the purchase, either through the cashier, or from a current account in Sberbank. There is no commission here.

You should not make decisions on this type of contribution without first studying all the conditions set.

You can, of course, choose Eurobonds from Sberbank from the direction of Asset Managers, who form a portfolio with minimal risks. However, one must be aware that they are not characterized by a special level of profitability.

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