PORTFOLIO MANAGEMENT 
Portfolio management in local markets
Management of AzFinance Investment Company with more than 12 years of experience manages clients’ funds in accordance with their chosen strategy and customer profile.
In this case, the management is carried out at the expense of the customer and in its favor. Professional managers make buy- and sell-decisions and implement them only at the right times.
AzFinance Investment Company has no ownership right of the transferred funds. The sanctions imposed on the Investment Company cannot be applied at the expense of the customer.
The Investment Company receives a management commission from the customer’s earnings.
The manager may invest the customer’s funds in the following assets:
- Government securities
- Local bonds
Investment opportunities in the local market
We also offer services in the local market based on asset types and investment styles. You can benefit from our following services in the local market:
AZN
| Assignment | Government Short-Term Bonds |
|---|---|
| Minimum profitability (annual) | 8-10 % |
| Minimum investment | 10 000.00 AZN (ten thousand manats) |
| Guarantee | Full guarantee of 8-10% annual income |
| Risk | Country risk |
| Commission | By agreement |
| Tax | Not deducted (except for legal entities) |
USD
| Assignment | SOCAR bonds |
|---|---|
| Minimum profitability (annual) | 5.00 % |
| Minimum investment | 10 000.00 USD (ten thousand USD) |
| Guarantee | Full guarantee of 5% annual income |
| Risk | Issuer risk |
| Commission | By agreement |
| Tax | Not deducted (except for legal entities) |
Types of strategy
Depending on investment term, profitability ratios and risk levels selected by customers, our company could offer different types of strategy to the customers.
Short and mid-term strategies
| Name | Risk | Profitability* |
|---|---|---|
| Risk free | 0% | 1-9% |
| Conservative | 5% | 10-15% |
| Mid-conservative | 10% | 20-25% |
| Balanced | 15% | 30-40% |
| Mid-aggressive | 20% | 40-55% |
| Aggressive | 35% | 60-100% |
Short and mid-term strategies
| Name | Risk | Profitability* |
|---|---|---|
| Dividend | Low | 2-7% |
| Perspective | Medium | 20-40% |
| High-tech | High | 50-200% |
* The specified profitability ratios are considered expected profitability ratios and have no guarantee.