Jusan Invest JSC working hours during the Covid-19 pandemic
Pension Fund Management
Why choose Jusan
“We believe that the investment strategy we have defined is attractive and will serve as a reliable protection of and growth to your pension savings”.
Currency allocation 50% in USD 50% in KZT
Investing 50% of the portfolio into foreign capital markets
Transparent financial activity
No allocation in local sectors where there has been a case of default of a company
No allocation in affiliate companies
Professional Team
28+
bln tenge
Assets under management
As of 01.01.2021
322+
bln tenge
Client assets in brokerage accounts
As of 01.01.2021
1.2+
trln tenge
Client transactions turnover
for 2020
1.0+
trln tenge
Raised capital
time of the activity
Strategy
The aim of the fund is to preserve and increase pension savings of residents of the Republic of Kazakhstan by the retirement age.

Fund assets will be invested in liquid public financial instruments, including equities, bonds, exchange-traded funds (ETFs), short-term treasury notes of the National Bank of Kazakhstan, medium-term sovereign bonds of Kazakhstan, as well as precious metals.
Key figures
Below is information on the portfolio collected as part of the management of pension assets
13%
annual return
Target investment income
20,37%
annual return
Portfolio return for the period from 03/15/2021 * to 03/31/2021
663,7
mln tg
Net worth of pension assets under management as of 31.03.2021
0%
Fund management fee
We do not charge a commission fee on your savings, but only 5% on your investment income
Asset Allocation
Geographic distribution
Portfolio Investments
Documents
*Data as of 30.06.2021
icon-ishares National Bank of the Republic of Kazakhstan 36,24%
minfin Bonds of the MFRK 17,73%
icon-vanguard iShares Core S&P 500 ETF 8,90%
icon-charles Vanguard S&P 500 ETF 6,48%
icon-charles Schwab Fundamental U.S. Large Company Index ETF 3,42%
icon-spdr iShares MSCI USA ESG Select ETF 3,22%
Fidelity MSCI Real Estate Index ETF 6,07%
icon-ishares SPDR MSCI AWCI ex-US ETF 2,97%
icon-ishares Schwab Emerging Markets Equity ETF 1,09%
icon-ishares VanEck Vectors Gold Miners ETF 1,01%
icon-ishares iShares MSCI Global Gold Miners ETF 0,61%
Broad US stocks 7,45%
Bonds of the MFRK 17,73%
Cost promotions 1,09%
Real estate funds 2,97%
World stocks excluding USA 3,42%
Emerging markets stocks 3,22%
Gold miners' shares 3,86%
Notes of NBRK 36,24%
USD 46,01%
KZT 53,39%
*По состоянию на 30.06.2021
USD 46,01%
KZT 53,39%
How does it work?
1
Choose Jusan Invest in your “Unified Accumulative Pension Fund” (JSC UAPF) personal account.
Login to your personal account at UAPF and choose to transfer part of your retirement savings to the asset management by Jusan Invest JSC
2
We invest according to Fund’s strategy
A professional team, following its strategy, invests in reliable and profitable financial instruments
3
Receive your pension savings and return on investments
When you reach your retirement age receive your pension savings and return on your investment.
FAQ