Before the crisis of 2008, the popularity of mutual investment funds steadily increased. Then, investing in securities became very unpredictable and many abandoned such investments.
Today, interest in mutual funds is on the rise again, although the profitability of this instrument is far from transcendental. So, in 2012, only 23 mutual funds out of the number presented on the market surpassed the bank deposit in terms of income, and slightly more than half outperformed the inflation rate. Nevertheless, a well-chosen share can bring up to 26% per year. And to make it easier to navigate, we bring to your attention the most profitable mutual funds according to the results of 2012.
10. Alfa-Capital Neftegaz (increase in the value of the share for 12 months of 2012 - 14.69%)
The fund's assets are securities of oil and gas companies, in particular Surgutneftegaz, Transneft, EURASIA DRILLING Company and others. The cost of a share at the beginning of 2013 is about 1200 rubles.
9. ROSNO Alliance: Shares of non-oil companies (17.05%)
The mutual fund presents securities of companies focused on domestic demand - finance, the consumer sector, telecommunications, mechanical engineering, and energy. The cost of a share is about 45 rubles, the minimum contribution is 50 thousand.
8. Raiffeisen - Consumer Sector (17.49%)
According to the results of the last year, the consumer sector funds took the leading positions in the list of mutual funds. Good growth was shown by shares of pharmaceutical companies and retailers, which are included in almost every mutual fund in the consumer sector. The cost of a share from Raffeisen Capital is about 8 thousand rubles.
7. Okhotny Ryad: Consumer Sector Enterprises Fund (18.26%)
The cost of a share is about 600 rubles. The minimum investment amount is 1000 rubles. Mutual Fund assets - shares of enterprises producing consumer goods, transport companies, retail chains, representatives of the financial services sector.
6. TKB BNP Paribas: Premium. Equity Fund (18.49%)
The cost of a share is about 900 rubles. Among the assets of the fund are highly reliable shares of such companies as NorNickel, Tatneft, Gazprom, Lukoil, TNK-BP. The minimum investment amount is 10 thousand rubles.
5. TKB BNP Paribas: Promising investments (21.53%)
The cost of a share is about 2500 rubles. The fund's assets include shares of Norilsk Nickel, Gazprom, AFK Sistema, Surgutneftegaz and other companies. The minimum investment amount is 10 thousand rubles.
4. Region Equity Fund (22.27%)
One of the most expensive units in the ten most profitable mutual funds - its price is about 5200 rubles. The minimum investment amount is 10 thousand rubles. The fund's assets include shares of financial institutions, oil and gas, metallurgy and energy industries.
3. Alfa Capital - Global Finance (22.57%)
The cost of a share is just over 500 rubles. Among the assets of the mutual fund are shares of VTB Bank, JPMorgan Chase, Citigroup and other companies. The fund is focused on companies in the financial sector. The minimum investment amount is 30 thousand rubles.
2. Alpha Capital - Consumer Sector (26.80%)
The cost of a share is about 900 rubles. Among the assets of the fund are securities of such companies as DIXY Group, O’KEY GROUP, M. Video, Magnit. The minimum investment amount is 30 thousand rubles.
1. Troika Dialog: Consumer Sector (26.97%)
Leading Foundation rating of the most profitable mutual funds according to the results of 2012, focused on stocks of companies that showed the greatest increase. For example, Sollers (+ 123%), Protek (+ 66.3%), Magnit (+ 69.4%), Vanguard (+ 61%), DIXY Group (+39 %) and M.Video (+ 33.9%). The cost of a share is about 1000 rubles. The minimum investment amount is 30 thousand.