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RA ‘Expert Rating’ raises the rating of Private Joint Stock Company AMC National Reserve to the level uaВВВ +.amc


21/03/2011

On March, 21st, 2011 the RA ‘Expert Rating’ has raised infrastructure rating of asset management company Private Joint Stock Company AMC National Reserve (USREOU code 22904759) to the level uaВВВ +. amc (high stability level).

Raising the infrastructure rating, the Agency was guided by the following conclusions:
1. In 2010 net assets under management of AMC National Reserve grew by UAH 93 m, or by 47,75 %. The total number of funds under management also grew to 32. The Agency marks as positive the growth of Company proceeds in 2010 to UAH 913 000, by 11,61 % compared with 2009.
The Agency also draws attention to that in 2010 Company net profit made UAH 15 000. In 2010 the
Company for the first time after crisis has returned to profitable work.
2. In 2010 the AMC ‘National Reserve’ has considerably improved technology of information disclosure to investors. Company Web-site has been updated, its structure has changed, the Company began to update its content regularly. Such sections appeared as: ‘Current structure of portfolio’, ‘Manager Reports’, ‘Information Disclosure’, aiming namely to increase Company openness and clearness for clients of AMC ‘National Reserve’.
3. The 7/9/2010 ‘the AMC ‘National Reserve’ received new license of the State Commission for Securities and Stock Market for professional work in stock market – operation on management of institutional investors assets (activity on management of assets). It is of Series АВ, no. 534179. Validity of the license is until the 7/9/2015.
4. In 2010 total assets of ‘market funds’ under control of AMC National Reserve has made UAH 3,3 m (including pension funds for the amount of UAH 2,07 m.). It is more than total assets of last year by 56 % (including the assets of pension funds – more exactly by 100 %). In the overall structure of funds’ net assets under Company management the ‘market’ funds take an insignificant place. For the last 12 months the Company identified 8 funds from 32 as ‘market’ ones, all 8 funds have shown positive gain in value of net assets. The mutual investment fund Ulysse alone showed profitableness of 24,2 %, that is above indicative deposit rates.

As a whole, RA Expert Rating positively evaluates the achievements of AMC National
Reserve in 2010. The company has provided positive yield to investors on all ‘market’ funds, has
raised transparency level and has returned to profitable work in 2010.

Analytical service of RA Expert-Rating

Press release

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