We recommend this investment strategy to those investors who believe that global liquidity support of the financial system executed by means of the money supply increase will lead to money depreciation and to uncontrollable inflationary tendencies.
The main part of the portfolio is allocated in equities of those companies which typically win from the inflationary tendencies and cashless gold which is traditionally used as a safety asset during the times of high inflation pressures.
The main part of the portfolio is allocated in equities of those companies which typically win from the inflationary tendencies and cashless gold which is traditionally used as a safety asset during the times of high inflation pressures.
| 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:
- Liquid equities of the Ukrainian companies with high capitalization
- Deposits in gold
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.
Targeted yield of Strategy for 2010: 113%
Current yield: 47 %
