Sistema Capital

Sistema Capital is a professional securities market participant that has been providing asset management services for individual and corporate customers since 2001.

stake of
MTS

100 percent

Assets under
management

> 175 bn ₽

Russia’s largest
asset managers

TOP-15 by AUM

rating of
reliability

А++ the highest level

Development Strategy

The strategic goal of Sistema Capital is to develop as leading asset management company oriented­ towards private and institutional investors (retail customers, HNWI, non-government pension funds) while continuing as a manager of Sistema Group’s liquidity and the vehicle for investment of funds in marketable securities with varied risk levels. The company offers investment products, including bonds and shares of issuers from various segments and geographies, as well as derivatives.

Sistema Capital ranked 12th among Russia's asset management companies in terms of assets under management (AuM) in 2020. Total assets under its management grew by 84% from RUB 95.4 bln at the end of 2019 to RUB 175.5 bln as of the end 2020. The company  began offering a new financial tool for its customers – closed mutual investment funds, which represent a quality alternative to open funds in terms of investment in non-traded instruments, such as real estate.  

In 2021, the Expert RA rating agency has confirmed Sistema Capital's asset manager reliability and service rating at A++ level with a Stable outlook. The highest level of the rating is due to the high diversification of the business, the quality of assets under management, risk management and IT infrastructure, as well as high growth rates of АuM (+84,8% for the period from 31.03.2020 to 31.03. 2021). The company has a significant financial reserves, and its operational efficiency allows to maintain a low level of remuneration for asset management services against the market benchmarks.

Investment focus

Highly liquid assets

  • Rouble instruments (federal loan bonds, reliable corporate bonds) and Eurobonds of Russian issuers – higher returns and risk diversification through investment in securities of reliable issuers (with a credit rating of BB- and higher) and management of the portfolio duration.

  • Shares and index funds – selection of investment ideas with a long-term growth potential.

The team

Igor Busarov

CEO

Vsevolod Rozanov

Chairman of the Board of Directors

Business

DISCRETIONARY INVESTMENT MANAGEMENT

Services for corporate customers

Investment services for corporate customers.
Sistema Capital provides:
  • asset management for non-government pension funds and insurance companies;
  • management the current liquidity of companies;
  • asset management for endowment funds.
INVESTMENT STRATEGIES

Services for high net worth individuals

Asset management for individual customers.
Sistema Capital offers for HNWIs:
  • individual investment strategies on Russian and global markets;
  • tax consulting.
MUTUAL FUNDS

Retail business and digital platform

Sistema Capital manages assets of several open-end mutual investment funds that can be purchased online.
Mutual investment funds allow to earn potentially higher returns than on bank deposits. The company provides its clients with:
  • оpportunity to select and adjust investment strategy and investment currency depending on the situation in financial markets;
  • low investment threshold (from RUB 100) and affordable management fees;
  • opportunity to buy/ exchange/ redeem (sell) units in mutual funds online;
  • up-to-date electronic services (a personal web-account and mobile application).

The mutual investment fund Sistema Capital – High Technology became the first among leading funds by returns in 2020, according to Investfunds ranking. Its dollar-denominated returns totalled 63.2% (95.91% in rubles). Sistema Capital’s bond funds held high positions by yield among open bond mutual investment funds with net asset value exceeding RUB 50 mln.