Sergey Laptev
Deputy CEO, Chief Investment Officer
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While understanding clearly that being relentlessly client-oriented offers few short-term gains, we believe that this approach has a clear competitive edge and will bring positive long-term results.
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Aton asset management is an ATON Group company specialising in asset management services. We offer investments in mutual funds or individual services via a personal trust account.
Mutual Funds
Aton asset management administers five open-ended funds and one interval fund:
- ATON Equity Fund is aimed at those investors who believe they have properly estimated the outlook and opportunities of the Russian equity market;
- ATON Savings Fund is the best choice for investors preferring relatively conservative investment strategies. The fund combines the advantages of an equity fund (high income at high risk) and a bond fund (less volatile but also less profitable); ATON Bond Fund is aimed at conservative investors who simply seek an absolute return in excess of bank interest rates and inflation indices;
- ATON MICEX Index is an index fund for investors who are willing to take risks inherent to the Russian equity market;
- ATON Pension Fund is a unique product for the Russian collective investments market, as it is aimed at both individual and institutional investors. Its asset structure is in strict compliance with legal requirements for the composition and structure of pension provisions applicable to non-government pension funds;
- Moscow Small Business Interval Fund relies on a generally conservative asset management strategy. In particular, the fund’s investment declaration limits the share of Russian corporate equities up to 20% of its total assets.
Portfolio Management
The main advantage of trust management is the ability to invest available funds efficiently without the client needing to be constantly involved in the asset management process. We offer six investment strategies to clients planning investments in excess of $200 000, namely:
- Active management
- Shares of small and mid-market capitalisation issuers
- Long-term investment horizon
- Conservative
- Russian shares
- Electric power industry
- Capital protection
We develop an individual investment strategy upon demand.
Contacts
Information disclosure
Investment units may go up and down in value. Past investmentperformance is not necessarily a guide to future results. State does notguarantee return on investment in mutual investment funds. Issue surcharges/redemptiondiscounts decrease return on investment in mutual investment funds. Prior toacquiring an investment unit, please carefully review the Fund Rules. Informationregarding the operations of OOO AMC Aton-management is published in the Supplement to the Gazette of FSFM and can be obtained at the following address: Moscow, Ovchinnikovskaya Embankment, 20, Bldg. 1, tel: +7 (495) 510-15-15 orin the Internet at www.am-aton.ru/
OOO AMC Aton-management (FSFM’s License № 21-000-1-00047 for the management of investment funds, mutual funds, and non-state pensionfunds, dated February 28, 2001).
Open-ended mutual equity fund «Aton – Equity Fund» managed by OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0230-72803957, dated July 7, 2004).
Open-ended mutual mixed fund «Aton – Savings Fund» managedby OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0231-72804033, dated July 7, 2004).
Interval mutual mixed fund «Moscow Small – Sized Business» managed by OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0617-94120549, dated September 19, 2006).
Open-ended index mutual fund «Aton – MICEX Index» managedby OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0728-94125618, dated January 16, 2007).
Open-ended mutual bond fund «Aton – Bond Fund» managedby OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0729-94125699, dated January 16, 2007).
Open-ended mutual mixed fund «Aton – Pension Fund» managedby OOO AMC Aton-management (Fund Rules registered with the FSFM under № 0818-94127250, dated May 22, 2007).
Information regarding the services provided by ATON Group of companies profiled on www.aton.ru shall be distributed on this website in accordance with the agreements made by OOO Aton-management and the said ATON Group companies.
