According to the Bank of Russia, most investors are not investors. Another bank compared the profitability of trust management and deposits. Defeated deposits.
Percentage of clients with empty accounts — 63%
Note: all data, concerning growth, is a comparison with the previous, second quarter.
The number of brokers' clients increased by 15%, up to 17.1 million people. This is the minimum increase in two years. According to the bank, customer growth will continue to slow down due to the high base effect, as well as growing returns on deposits.
Here are some other statistics given by the bank according to a survey of the largest brokers:
- share of customers with empty accounts — 63%, clients with a portfolio up to 10 thousand rubles - 19%;
- 3% clients owns 91% assets, 1% clients owns 76% assets;
- share of clients from Moscow and the Moscow region — 18%, they own 51% assets;
- share of qualified investors — 2%, they own 70% assets.
The value of assets in Russian depositories increased by 10%, up to 7.3 trillion rubles. The structure of assets is as follows:
- shares - 3.9 trillion, or 53,4%;
- bonds — 3 trillion, or 41,1%;
- pai, ETF - 0.4 trillion, or 5,5%.
Net inflow of money amounted to 0.4 trillion rubles. A third came from shares of foreign companies. Demand for ETFs was also high. Most often, investors bought funds, focused on the Chinese market.
Trust management is worse than a deposit
The number of clients with trust management increased by 11%, up to 669 thousand, volume of assets under management - by 3%, up to 1.8 trillion rubles.
The bank calculated the profitability 30 most popular management strategies. Retail investors invested a quarter of their money in these strategies. The income for the last year was:
- top 30 strategies — 2,8%;
- Moscow exchange index including dividends — 50,5%;
- deposits opened a year ago - 4,4%.
The bank explained this result by the focus of managers on low-yield dividend stocks and bonds.. The value of the latter falls along with the rise in interest rates..
Despite near-zero returns, the number of trusted clients is growing faster. Probably, case of aggressive advertising. Quote from the bank report: “The growth of the client base in trust management in the reporting quarter accelerated due to marketing actions of one of the managers together with mobile operators, but this did not lead to a significant increase in portfolio volumes".
Investors don't want to "freeze" money
Quantity IIS grew by 8%, up to 4.4 million. This is the smallest increase ever. Growing numbers IIS slows down, as well as the growth of the client base of brokers.
Only every eighth account was opened as an IIS. A year ago, they opened every fourth. According to the bank, new investors expect a quick return and do not want to “freeze” money for three years.
The volume of assets on IIA increased by 6%, up to 0.5 trillion rubles. A quarter is held in trust. The volume of assets grew mainly due to new additions.
