KAZAKHSTAN INSTITUTE OF ADMINISTRATION, ECONOMICS AND STRATEGIC EXPLORATION
BANG SCHOOL OF BUSINESS
FN5206 Investment Supervision
Analysis of investment tricks of the common funds and their influence upon funds' functionality
on the example of
Centras Securities Investment Business
Instructor: Meters Mujibul Haque, Ph. M.
Prepared by: Jumasheva Sulushash, 20070299 Sergey Savinykh, 20074290
Table of Articles
1 . Purchase opportunities in Kazakhstan5
2 . Mutual funds in the world6
2 . 1Definitions and Overview6
2 . 2Types of mutual funds7
installment payments on your 3Advantages of mutual funds7
2 . 4Caveats of Purchasing Mutual Funds8
3. Discuss investment (mutual) funds in Kazakhstan9
a few. 1MF activities overview9
3. 2Principles of functioning in the PIF10
3. 3Statistical Factors which demonstrates the risk11
4. JSC " Centras Securities" Purchase Company13
4. 1Company info13
4. 2Investment fund " TreasuryвЂќ13
4. 3Investment finance " Indigenous LandsвЂќ17
4. 4Investment account " Global MarketsвЂќ18
Appendix a hundred and twenty
" TreasuryвЂќ вЂ“ KASE Index Performance20
" TreasuryвЂќ вЂ“ KASE Index Volatility21
" TreasuryвЂќ вЂ“ KASE Index Linear Regression22
" TreasuryвЂќ вЂ“ KASE Index Data File23
" Native LandsвЂќ вЂ“ S& G 500 Index Performance24
" Native LandsвЂќ вЂ“ S& P 500 Index Volatility25
" Native LandsвЂќ вЂ“ S& L 500 Thready Regression26
" Native LandsвЂќ вЂ“ S& P five-hundred Data File27
" Global MarketsвЂќ вЂ“ S& P 500 Performance28
" Global MarketsвЂќ вЂ“ S& L 500 Volatility29
" Global MarketsвЂќ вЂ“ S& P 500 Linear Regression30
" Global MarketsвЂќ вЂ“ S& P 500 Data File31
KASE, MICEX and S& P five-hundred Indexes comparison33
We wish to express the gratitude for all those who gave us the chance to write this term newspaper. Especially we wish to thank each of our faculty manager Dr . Mujibul Haque, teacher from Hammer College of Business, whose help, rousing suggestions and encouragement helped us a lot in writing on this paper.
In our work we wish to consider the expenditure opportunities associated with an individual of poor quality investor in Kazakhstan. Further we focus on the purchases of a mutual fund and analysis of the mutual cash activity and profitability based on a investment tactics.
The information for this paper was based on literature report on our textbook on assets, on extensive use of net materials and publicly offered reports with the mutual finance and indices. The basic technique used in the research is an evaluation of the selling price changes of the mutual pay for share as well as the dynamics in stock crawls. Analysis is targeted on Kazakhstan mutual money performance and benchmark index. Those funds have different investment strategies, therefore we consider S& G 500 Index and MICEX (Moscow Interbank Currency Exchange) as well. In our research we base within the investment strategies which were declared by the shared funds. In the event the real investment portfolios aren't created based on the declared strategies, the analysis may be less consultant.
As for the significance of the issues, it must be said that in recent times Kazakhstan citizens experience a substantial growth within their families' wealth. They begun to look for a wider scope of investment opportunities and they wish to create a great optimal collection. That's why they should be familiar with the investment chances existing on the local and global markets.
Investment options in Kazakhstan
The money kept in " stock", depreciates mainly because it becomes " the dead" capital. The fundamental way to force money to function is trading them. " Investment is composed in adding money today and...
Sources: 1 . Frank Reilly and Keith Brown " Purchases Analysis and Portfolio Administration, вЂќ 8th Edition, Thomson, South-Western, 2006.
6. Comparison of returns of Kazakhstani open and span PIFs, which will worked more than a year, as of 30/09/2009. Retrieved upon November, six, 2009. http://vklad.kz/analiz.html
almost 8. Ranking of PIFs. Recovered on November, 7, 2009. http://www.investfunds.kz/funds/rate_debt_funds.phtml
10. Recovered on Nov, 21, 2009.
 Cash should work. Retrieved Nov 7, 2009, from http://fingramota.kz/index.php?option=com_content&task=view&id=195&Itemid=230
 Wikipedia, the cost-free encyclopedia
 Yahoo! Fund. Mutual Cash Center. Recovered 12 August 2009, from http://finance.yahoo.com/funds/basics/article/100600/Mutual_Fund_Basics
 Retrieved on November, six, 2009
 PIFs in Kazakhstan: statistics and information. Retrieved upon November, six, 2009. http://www.fintraining.kz/modules.php?op=modload&name=News&file=article&sid=192
 Ranking of PIFs