Art of investments


Domestic investment funds

Open-end Investment Funds

Open-end investment funds are very suitable investment products for most private investors. VTB Capital Investment Management offers a diverse line-up of 20 investment funds with varying investment strategies, including investments in foreign assets. The funds include: money market fund, bond funds, hybrid funds, index funds, diversified equity funds (including a BRIC strategy fund and commodity fund) and equity funds focused on specific sectors of the Russian economy.

Closed-end Funds

Investors, wanting to diversify their investments, can invest through alternative investment opportunities, which are not associated with a stock market. Such investments may have different potential yields and levels of risk. One type of alternative investment is a closed-end fund (CEF). With the help of a CEF, project and real estate developers are able to accomplish a variety of their objectives:

  • Structuring and securitization of their own assets, including real estate and land.
  • Establishment of venture funds, hedge funds, and private equity funds; which offer a wide variety of investment objectives and asset structures.
  • Attract outside investors to carry out various projects.
  • Ensure the protection of the business and assets.

Our key funds results 2016:

  • The "VTB - Treasury Fund" and "VTB - Bonds Fund Plus" took 1st and 2nd place in open-end fixed income fund return rankings in 2009, 2010, and for a 3 year period (2008 – 2011)
  • According to Forbes "VTB-Treasury Fund" #3 among all bond funds for 2008-2011, "VTB – Balanced Fund" #2 among all balanced funds for 2008-2011, "VTB – State Owned Enterprises" #1 and "VTB – Equity Fund" #5 among all equities funds for 2008-2011
  • The magazine Business New Europe named "VTB – Equity Fund" and "VTB – Balanced Fund" “The Best Equity Fund of 2011" and "The Best Balanced Fund of 2011" respectively
  • VTB Capital Investment Management flagship funds were in top quartile among pears and outperformed appropriate benchmarks

VTB Capital Asset Management: (in Russian)

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