Model Portfolios

FINAM Research Department has for many years compiled and updated model investment portfolios, which include both shares and bonds issued by Russian companies. These portfolios are managed using the department’s own fundamental analysis, view on current economic climate and are in compliance with fundamental industry diversification principles. The main objective when drawing up a model portfolio is to set out guidelines for the efficient distribution of funds, which can bring investors above market-average returns. FINAM uses the RTS index as a benchmark for the Russian stock market and returns on our model investment portfolios have always exceeded those of the RTS index, regardless of ongoing market conditions.

We update our model investment portfolios on either a weekly or quarterly basis, depending on the purpose of each portfolio. Changes to the model portfolios are reflected in our Strategy Reports, published regularly by the Equity Research Department. For the purpose of comparing model portfolios against each other and against average market yields, we calculate portfolio indices on a daily basis, and publish the corresponding index performances on this webpage.

To find out more about the current make-up of our model investment portfolios, or to track the relevant historical data, read through the respective sections of our Strategy Report or contact the Research Department by phone: +7 495 796 9388 ext. 2801.