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Efficiency of management companies

Table
Quality rating, managing assets of funds, by Expert RA – National League of Managers

Management company Rating* Fund Type of fund**
AVK Dvortsovaya ploshchad A AVK-Fund of fuel and energy complex OS
  Â AVK-Fund of liquid assets OM
Alfa-Capital A Alfa-Capital Bonds Plus OB
  B Alfa-Capital IM
  B Alfa-Capital Shares OS
Interfin CAPITAL A Industry CAPITAL IS
  A Energy CAPITAL IS
  Â Partnership OM
  C Telecom CAPITAL IS
KIT Finance A KIT - Russian power industry OS
  A KIT - Bonds fund OB
  C KIT - Russian oil OS
  C KIT - Russian telecommunication OS
  C KIT - Shares fund OS
  C KIT - Balanced fund OM
Capital Asset Management B Basic OS
Maxwell Asset Management A Maxwell Capital OM
  A The first Fund of funds OF
METROPOL A Athena OM
  B the Golden Fleece OS
Monomakh B Monomakh-Perspektiva OS
  Â Monomakh-Energia IS
UFG INVEST B Peter Stolypin OS
  B Russian Bonds OB
REGIONGAZFINANCE B Strategy IM
  Â Tactics OM
RUSS-INVEST C RUSS-INVEST unit shares and bonds fund OM
SOLID Management A Solid Interval IM
  A Solid-Invest OS
  B Long-term investment fund Solid OB
Troika Dialog A Dobrynia Nikitich OS
  A Sadko OB
  B Druzhina OM
  B Ilya Muromets OB
UNIVER C UNIVER-mixed investments’ fund OM
Bank of Moscow Management Company A Kuznetsky most IM
  A Exchange square - MICEX index OI
  Â Rozhdestvenka OM
Industry & Construction Bank Management Company A Financier OB
  B Stoic OS
  Â Titan OM
UralSib A LUKoil Sectoral investment fund IS
  A LUKoil the first fund IS
  A LUKoil Perspective investment fund IS
  B LUKoil Professional fund IM
  B LUKoil Conservative fund OB
Finam Management A Finam Pervy OM
Elbi-Trust  Accumulative OM
* Rating: A – high level of asset management quality
B – average level of asset management quality
Ñ – satisfactory level of asset management quality.
** First letter in determining fund type marks its operation structure:
I - interval, Î - open; second – investment area: S - shares, B - bonds, M – mixed investments, F – fund of funds, I - index.
Source: Expert RA Rating Agency. Reprinting the table or any data requires permission from Expert RA Rating Agency.

Ranking of management companies




 


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