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117,822
-707
-0.60%
26/10 - Delayed Data. Currency in RUB
- Morningstar Rating:
- Total Assets: 25.35B
Sberbank Balanced
117,822
-707
-0.60%
- Overview
- Profile
- Historical Data
- Holdings
First – Balanced Fund Overview
On this page you'll find an in-depth profile of First – Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000WDGC among other information.
Investment Strategy
The Fund seeks medium term capital appreciation through investments in a diversified portfolio of primarily Russian equity and fixed income securities. The strategy is designed for investors who have a relatively moderate risk-return profile and who prefer a long-term balanced approach to investments.
Contact Information
Address
4 Romanov pereulok
Moscow,
Russia
Moscow,
Russia
Phone
+7 495 258 05 34
Fax
+7 (495) 258 05 36
Web
www.first-am.ru.
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alexey Makarov | Specialist | 2012 | Now |
| Biography | Alexey Makarov joined the company in 2012. He oversees major client accounts, mutual funds and non-state pension funds under a balanced strategy framework. From 1997–2007, Mr Makarov worked at Sberbank, starting out as an equity trader before being promoted to senior equity trader. He has overseen the open-ended fund “Sberbank-Balanced” since 2010. Prior to that, beginning in 2007, he oversaw individual managed accounts. Alexei graduated with honors from the State Academy of Management in Moscow. He holds series 1.0 and 5.0 certification from the Russian Federal Financial Markets Service. | ||
| Evgeny Korovin | Head | 2008 | Now |
| Biography | Evgeny Korovin, CFA, joined the company in 2008 as a Senior Analyst. He was promoted to the position of Portfolio Manager in 2010 and to Head of Fixed Income Group in 2012. He is responsible for managing fixed income portfolios, including three mutual funds, discretionary institutional and HNW accounts. Before joining the company, Evgeny was employed by Standard & Poor’s for six years where he covered infrastructure sector companies in Russia, the CIS and Eastern Europe as a credit analyst. Evgeny graduated from Lomonosov Moscow State University and is a CFA charterholder. Evgeny ranked 2nd in RBC’s top ten portfolio managers rating in 2011. Also in 2011, the High Yield Fixed Income Fund managed by Evgeny was ranked 1st among Russian bond funds by Business New Europe. | ||
| Andrey Kilin | Portfolio Manager | 2008 | 2012 |
| Biography | Andrei Kilin – Portfolio Manager, long only equity - has a long experience of managing equity portfolios – he was a proprietary trader at Trust Investment Company Land before, during and after the financial crisis of 1998 and has been managing funds in the latest bull market as well as in the current turmoil. Joined TDAM in October 2008. Graduated from Novosibirsk State University with a degree in Economics. Joined TDAM from Alfa Capital AM, where was responsible for managing equity portfolios. Andrei was ranked Best Russian Portfolio Manager in 2007. | ||
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