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Investment Funds

Investment Funds

Investment in international funds is a type of collective investment in which investor funds are grouped into a single investment portfolio and distributed in accordance with the strategy selected. Today this is one of the most easy to use and accessible ways to invest without having to have a lot of initial capital. When investing in a portfolio your funds are transferred into a special calculation unit: investment shares, denominated in USD. The price of each share depends on the market cost of the asset from which the certain portfolio is comprised and is calculated daily by the management company. Shares can be sold at any time.

Advantages of Portfolio Investment

Funds are distributed between various
classes of assets (shares, bonds, goods, etc.),
sectors of the economy (property, finance,
energy, etc.) and countries (USA,
UK, China, etc.).

Secure from currency fluctuations: products
are denominated in hard cash:
US dollars.

Low commission and high investment
portfolio asset liquidity.
Professional management.

Select your very own investment portfolio and start earning!

Balanced (BLN)

This is a good option for those who prefer conservative investment with low risk.

Investment portfolios include not only a large amount of the most liquid and attractive (according to dividend return) shares from US companies in different sectors (32% of the portfolio is made up of companies included in the leading S&P 500 index), but also high-return bonds (instruments with a fixed yield) issued from emerging markets. Investors receive the dividends paid by the American companies in the S&P 500, in addition to the coupon payments for bonds. Furthermore, bonds don't just only offer the opportunity to earn via coupon payments, but also from growth in the market value of bond's face amount.

The fund also includes securities from real estate funds from different countries. Investor returns come from growth in the market value of securities and rents from property investment and mortgage securities which are paid by the funds to their shareholders. As a rule, real estate funds offer high yield dividends and are traditionally considered as secure assets.

Advantages:

  • Balanced approach to investment, offerring stable returns and moderate risk level.
  • Returns are based not only on the growth in the cost of the securities, but also for dividend payouts, coupon payments and rents from property investment.

Recommended Holding Period: from one year

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Performance:

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Composition:

Energy (NRG)

A diversified investment portfolio which is predominantly made up of assets from the US energy sector. Over 77% of funds are invested in the oil and gas sector, including reconnaissance and extraction companies, in addition to those companies handling the processing, service side and transportation. The remaining share is distributed amongst a large amount of promising sectors in emerging markets, including informational technology, telecommunications, etc.

This strategy is for those who want to invest in a diverse portfolio of real sector companies which have an objective cost and potential for growth linked to demand and the growth of the global economy.

Advantages:

  • Portfolio assets are diversified by country.
  • Not only are some of the largest global oil and gas companies from some of the world's leading indices (MSCI US Investable Market Energy Index, Dynamic Oil Services Intellidex Index, Energy Select Sector Index) included in the investment portfolio, but also promising companies with small and medium capitalisation are also included.
  • The chance to have a globally diversified investment portfolio focussed on companies in the oil and gas sector with low commission and a small amount of initial capital.

Recommended Holding Period: from 6 months.

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Performance:

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Composition:

Index (IDX)

The Index portfolio offers investors the opportunity to profit from the highly liquid American market. The portfolio is made up of four leading American indices - S&P 500 Index, Dow Jones Industrial Average Index, NASDAQ 100 Index, Russell 2000 Index - which are made up of companies from all sectors of the economy. The share of each index in the portfolio is 25%.

This strategy suits investors who bank on a rise in the US stock markets.

Advantages:

  • Wide diversification by sector (indices selected encapsulate companies from all sectors of the economy).
  • The portfolio includes not only the largest, but also promising companies with medium to small capitalisation.
  • Investors have the maximum protection from currency fluctuations since the assets are denominated in USD and they receive dividends paid by over a thousand American companies included in the indices.
  • The chance to have a globally diversified investment portfolio with low commission and a small amount of initial capital.

Recommended Holding Period: from 7–9 months.

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Performance:

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Composition:

Precious Metals

This portfolio is oriented towards the stable demand for precious metals. In the height of economic crises, in addition to during growth in inflation expectations, many investors choose precious metals as a way to protect the value of their funds.

As part of the portfolio, funds are distributed between the largest industry funds which are backed up by real reserves of physical metal (gold, silver and palladium in bars).

Advantages:

  • Demand for gold is set to rise due to a general rise in risks throughout the world economy. Support for the price of gold is also coming from the central banks of many countries which are continuing to build up gold reserves to reduce risks (including dependence on USD).
  • Potential growth in demand for palladium. The trigger for growth is coming from demand from the automobile sector. This makes up 79% for all demand for palladium in the world and the continued growth in car sales throughout the globe is stimulating palladium price growth.

Recommended Holding Period: from one year.

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Performance:

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Composition:

Asian

This portfolio allows you to invest in the fastest growing regions of Asia. The portfolio's movements reflect price changes in the shares of the largest Asian companies, in addition to those of average capitalisation.

Advantages:

  • Wide geographical asset diversification. Long-term support for the region is coming from the gradual formation of independent financial systems there (creation of the Asian Infrastructure Investment Bank, etc.), growth in labour productivity, quality of life and internal demand from Asian countries.
  • Wide sectoral diversification (including a mixture of cyclical and non-cyclical sectors).
  • Other than shares from some of Asia's largest companies, the portfolio is comprised of shares from promising companies with medium capitalisation in countries such as Japan, China, Hong Kong, South Korea, Taiwan, Singapore, Malaysia, etc.

Recommended Holding Period: from one year.

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Performance:

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Composition:

Property

Investor returns come not only from growth in the market value of the securities, but also from rents from property investment and mortgage securities which are paid out to shareholders by the funds. In comparison with shares and bonds, property funds have a high dividend yield and are traditionally considered as secure assets.

This strategy is suitable for investors who prefer traditional ways to invest their capital, allowing them to receive returns which exceed those of bank account saving deposits.

Advantages:

  • Diversification between various property market instruments. The portfolio offers the opportunity to invest not only in different physical objects of the property market (48.05% of the portfolio), but also includes securities from investment and management companies (51.95% of the portfolio) from the property market.
  • Investment diversification according to country and the types of physical objects in the property sector.
  • The chance to have a globally diversified property investment portfolio with low commission and a small amount of initial capital.

Recommended Holding Period: from one year.

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Performance:

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Composition:

Forex (FRX)

This portfolio strategy is based on a novel system of algorithmic trading (neural networks) which analyses the results of trades conducted, determines patterns in currency rate changes and automatically adjusts according to said patterns to achieve the best trading outcomes. Differing from usual technical analysis which depends mostly on trader experience, neural networks are able to automatically locate the optimal indicator for the asset in question and create an optimal forecast model for it.

These characteristics of algorithmic trading systems built on the basis of neural networks are very important for modern fast-moving financial markets since they allow traders to earn on rising and falling markets.

ETFs for currency indices, futures and options for key currencies make up the portfolio.

Advantages:

  • Wide spectrum of investment tools used in portfolio management: long and short positions; arbitrage and neutral option market strategies.
  • Combines various investment tools and work approaches, allowing to hedge risks proficiently and simultaneously use different high-return strategies.
  • Uses currency market tools which have high liquidity.

Recommended Holding Period: from 6 months

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Performance:

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Composition:

How to Get Started Investing

  1. If you haven't already done so, register as an Alpari client. After registration, you will gain access to myAlpari, your personal area on the Alpari site. Log in to myAlpari.
  2. Deposit the amount you wish to invest to one of your transitory accounts in myAlpari, using any of our available deposit options (you can only invest in a portfolio with funds from a transitory account).
  3. Select the fund you wish to invest in, either on this page or in the "Investment Products" section of myAlpari. In the popup window that appears, enter the amount you wish to invest, choose a transitory account and agree to the terms of the client agreement. The minimum investment amount is 100 USD.

Terms of Investment:

  • Front-end Load: 0%
  • Back-end Load: 2.5%
  • Success Fee: 20%
  • Reporting Period: 1 quarter

Contact our Investment Department:

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