Equity Select Fund

June 11, 2019
$1 009.3106

Assets under Management
June 11, 2019
$4 037 242.53

June 11, 2019
Management fee


1. Shares of companies immune to fluctuations in economy.

2. Shares of companies with stable and growing profits with ability
to pay dividends.

3. The main alternative to deposits.

4. Equity Select Fund can be the basis of your investment portfolio.


The main strategy of the fund is to invest in highly liquid equity instruments in markets denominated in hard currencies. At the same time level of moderate risk is taken. The main purpose of the fund is to increase capital at a level above the benchmark by applying selective strategy of investment in a certain category of issuers, which is suitable in terms of profitability and reliability.


Diversified portfolio of predominantly dollar-denominated shares issued by global corporate market leaders.

Fund rules were agreed by the NBRK and launched by FHC on October 2, 2018.
Minimum investment amount – $ 10 000.


1. Public equities of developed countries

2. Indices of developed countries

3. ETFs and NDFs of developed countries

Frequently Asked Questions

1. Что такое паевой инвестиционный фонд?
Паевой инвестиционный фонд — это форма коллективных инвестиций, при которой средства инвесторов объединяются для дальнейшего размещения профессиональными управляющими в ценные бумаги (или иные активы) с целью получения дохода. Если проще — это общий инвестиционный «котел», в который «скидываются» инвесторы. Деньгами из этого общего «котла» управляют профессионалы финансовых рынков. Они принимают решения: когда и что на деньги инвесторов покупать, а когда — продавать.
2. Что такое управляющая компания?
Это компания, имеющая соответствующую лицензию и занимающаяся управлением имуществом паевых фондов и (или) негосударственными пенсионных фондов и (или) средствами пенсионных накоплений. Это команда профессионалов, состоящая из аналитиков, портфельных менеджеров, трейдеров и других специалистов, чьей профессией является доверительное управление капиталами инвесторов.

Required information, website rules and precautions

First Heartland Capital JSC, which has a license to carry out investment portfolio management activities without the right to attract voluntary pension contributions No. dated September 03, 2018, without expiration date.

By using this website, you officially agree with the rules of the website indicated below.

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3. Profitability and risks

Risk - a certain level of risk when investing assets in the securities market.

Profitability is a possible, but unguaranteed level of income that a client can receive when investing.

Any information provided on this website, including but not limited to histograms, should not be construed as a guarantee of a certain return on investment in securities and / or other assets, or as a guarantee of the stability of the size of the possible returns associated with such investments. All information and materials provided on this website should not be construed as informing you of possible and accurate benefits. A certain profitability in the past is not a guarantee of profitability in the future. The value of assets can either decrease or increase, depending on the situation in the financial markets.

Before investing, each client should independently assess the economic risks and rewards, and the legal, tax and accounting implications of such transactions, as well as assess the possibility of accepting such risks.

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7. Regulations

Access to the electronic version of the regulatory legal acts of the Republic of Kazakhstan on this site is provided solely for informational purposes. If any regulatory legal act or its part loses its force, then First Heartland Capital JSC is not obliged to update the list of regulatory legal acts of the Republic of Kazakhstan on the website in accordance with the legislation of the Republic of Kazakhstan.

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