Investors

SkyBridge Invest is an expert in safeguarding
and augmenting of the client’s
available assets while observing
the acceptable risk level

In addition to the standard access to Kazakhstani and international stock exchanges and investment portfolio management, we offer algorithmic solutions to create an investment portfolio, analytical support and user-friendly reporting

Download SkyBridge Invest JSC tariffs for brokerage and nominal holding services – individuals

Download SkyBridge Invest JSC tariffs for brokerage and nominal holding services – corporate

Brokerage service

When there is a huge flow of information, it is difficult to invest in the "Execution only" format where the broker only fulfils your client orders. After all, you should have enough time, investment experience and, most importantly, the willingness to make independent decisions.

We are willing to offer our clients to invest in the "Investment Advisory" format, based on standard and personalized trading recommendations of SkyBridge Invest´s traders and analysts, which are regularly updated. Our experts are ready to develop individual reviews and analytics according upon your request

Development
of algorithmic strategies

In the digital age, algorithms significantly impair the competitiveness of "human" trading.

SkyBridge Invest offers standardized algorithmic solutions to create your investment portfolio. Our algorithms are based on risk budgeting and calculation of the appropriate portfolio components using the algorithmic code. Once you select the acceptable level of risk, our algorithm generates a portfolio for you!

We offer standardized algorithmic strategies, and we are ready to provide investor-tailored algorithmic solutions.

Cumulative Return

SPY

SPY – is the oldest and most recognizable exchange traded fund. It tracks the S&P500 index – the index of 500 major US public companies selected by the specialized group. The fund’s portfolio is structured and balanced so that its dynamics substantially replicates movements in the S&P 500. Apple, Amazon, Google, Facebook, Netflix, and other US mega caps are included in this index, and SPY is a shareholder of these companies.

VBINX

VBINX – is a traditional balanced fund. The fund holds its assets in the US stocks and bonds at the ratio of 60/40. VBINX is passively managed, and invests in two index funds of Vanguard, one of the world's largest investment companies offering 415 traditional funds, including ETFs.

SBI

SBI – Sky Bridge Invest portfolio yield driven by the algorithmic code.

Standard Algorithm Portfolios

SigmaLion Provident Conservative investment portfolio with the risk level of 6%/year
SigmaLion Adamant Moderate investment portfolio with the risk level of 8%/year
SigmaLion Stellar Aggressive investment portfolio with the risk level of 10%/year

Customized Algorithmic Solutions

SigmaLion Prime Investment portfolio that is fully tailored to the Investor both in terms of risk budget, which may vary between 4% and 12% per annum, and in terms of the possibility to choose portfolio instruments

Standardized portfolio strategies

Crystalline Provident
Crystalline Adamant
Crystalline Stellar
Individual Strategy

Objective: Capital preservation, conservative growth
Investment Profile: Conservative
Investment currency: US dollars
Investment instruments: low-yielding, high-security investments (government bonds and corporate bonds with high investment ratings)
Investment term: 1 year or longer
Minimum investment amount: 400,000 USD or more

Objective: Diversified investment while benefiting from available investment opportunities
Investment Profile: Balanced
Investment currency: US dollars
Investment instruments: international investment in major global corporations (shares, ETF, bonds)
Investment term: 1 year or longer
Minimum investment amount: 400,000 USD or more

Objective: Effective use of market volatility
Investment Profile: Active
Investment currency: US dollars
Investment instruments: international investment in major global corporations with the high potential for growth (shares , ETF)
Investment term: 1 year or longer
Minimum investment amount: 400,000 USD or more

Investment strategy fully customised to the Investor, both in terms of the expected risk-return ratio, geography, rating of issuers, level of market development, portfolio diversification, etc.

Portfolio management

If you do not have enough time, sufficient experience and you are ready to trust professionals, you can choose your format of investment portfolio management:

for wealthy investors - personal management with the use of standard and tailored strategies;
for beginning investors - collective investment through funds

Standardized portfolio strategies

Crystalline Provident
Crystalline Adamant
Crystalline Stellar
Individual Strategy

Investment strategy fully customised to the Investor, both in terms of the expected risk-return ratio, geography, rating of issuers, level of market development, portfolio diversification, etc.

CEF

Closed-end risk investment mutual funds is a modern financial market instrument for experienced and qualified investors who are interested in the successful implementation of projects and attracting investments on a long-term basis.
SBI CEF will ensure opportunities and benefits to achieve goals of investors, including

Joint Stock Investment Real Estate Fund

SBI has a vast experience in structuring of real estate financing through Joint Stock Investment Real Estate Funds. Typical investee is represented by a profitable retail or office facility with a quality pool of lessees and long-term leases.

AIFC Funds

Distinctive features of the AIFC Funds include favourable tax treatment of investors and registration under the applicable law of AIFC, which is based on the principles, legislation and legal precedents of England and Wales and the standards of the world's leading financial centres.

Funds of Funds

SkyBridge Invest helps investors increase their returns by allocating the Fund' money among the top funds with the most successful investment strategies. SkyBridge Invest's team of analysts monitors the most profitable funds and integrates their performance into the Funds of Funds strategies.

Investment funds

CEF - Broad declaration funds without investment limits – for projects

Joint Stock Investment Real Estate Fund - Real estate funds are attractive for owners of commercial property

AIFC Funds - Funds established in compliance with international standards

Funds of Funds - Our analysts regularly monitor investment opportunities and the best of those can be implemented in our strategies