General information
This is one of the classical investment strategies, which is above all oriented on the preservation of the assets of the clients from the inflation in the long-term period. Financial instruments, in which the assets are invested according to this strategy, allow our clients to feel safety and assurance.
We recommend the given product to those investors who do not wish to subject the accumulated capital to the risk connected with equity investments and at the same time would like to receive yield higher than on classical bank products.
| Recommended amount for Strategy realization | 500 000 UAH |
| Recommended investment horizon |
From 1 year |
|
Money withdrawal before maturity |
Yes |
| Management fee | 2% of NAV |
| Success fee | Individual |
Instruments for achievement
Basic investment instruments for Conservative Strategy realization are:
- Government bonds
- Deposits in government banks
- Deposits in commercial banks with highest confidence level
To provide additional security for investments, as well as the possibility of partial early withdrawal of client assets under management, the investment manager applies interclass asset diversification.
Yield of model portfolio of Conservative Strategy for 2009: 17.3%
