General information
Growth Strategy is aimed at the increase of investors’ capital by means of investment of the assets in high-yield stock market instruments:mostly equities of the Ukrainian companies.
Financial instruments in which assets are invested according to the Growth Strategy are characterized by high expected return,thus carryinga certain above-average level of risk.
Financial instruments in which assets are invested according to the Growth Strategy are characterized by high expected return,thus carryinga certain above-average level of risk.
We recommend the given product to those investors who are already familiar with the investments of such risk profile and who understand potential risk/returnratio, however have no time or resources for independent composition and management of their investment portfolio.
| 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 Risk Strategy realization are:
- Liquid equities of Ukrainian companies with high capitalization
- Government bonds
- 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 Growth Strategy for 2009: 65.2%
Asset structure of model portfolio by financial instruments,
as of January 1st, 2010
