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:

PORTFOLIO MANAGEMENT
AZN
AssignmentGovernment Short-Term Bonds
Minimum profitability (annual)8-10 %
Minimum investment10 000.00 AZN (ten thousand manats)
GuaranteeFull guarantee of 8-10% annual income
RiskCountry risk
CommissionBy agreement
TaxNot deducted (except for legal entities)
USD
AssignmentSOCAR bonds
Minimum profitability (annual) 5.00 %
Minimum investment10 000.00 USD (ten thousand USD)
GuaranteeFull guarantee of 5% annual income
RiskIssuer risk
CommissionBy agreement
TaxNot 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.

PORTFOLIO MANAGEMENT
Short and mid-term strategies
NameRisk Profitability*
Risk free 0%1-9%
Conservative5% 10-15%
Mid-conservative 10% 20-25%
Balanced 15% 30-40%
Mid-aggressive20%40-55%
Aggressive 35% 60-100%
Short and mid-term strategies
NameRisk Profitability*
DividendLow 2-7%
PerspectiveMedium20-40%
High-techHigh50-200%

* The specified profitability ratios are considered expected profitability ratios and have no guarantee.

AzFinance / PORTFOLIO MANAGEMENT