General information

This Strategy has been created for those investors who are ready to accept pressures of the high risk profile in order to achieve high return in the long-term period.
Fundamental analysis of the issuing company plays a significant role when portfolio for the Risk Strategy is being formed, but also it is highly dependent on the current market situation.


We recommend the given product to those investors who are eager to take additional risks in order to gain higher yields. Thus, investor should understand that the behavior of his portfolio will be characterizedby high volatility levels which can exceed those of the market.


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 realization of Risk Strategy are:

  • Equities of Ukrainian companies with high anticipated upside potential
  • Corporate bonds trading with considerable discount

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 Risk Strategy for 2009: 72.3%


Asset structure of model portfolio by financial instruments,
as of January 1st, 2010