The given investment strategy is offered to those investors who are willing to bet on the fact that the crisis has already ended and the economy along with the stock market are scheduled to show confident growth figures in the current year. The basic investment assets are the Ukrainian blue-chip equities, which in this strategy represent the key industries of the Ukrainian economy.
| 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 Ukrainian companies with high capitalization
- Government bonds
- Deposits
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: 33 %
