This investment strategy has been developed for those investors who do not trust in the crisis ending in the nearest future and expect further recession continuation all over the world.
The main part of the portfolio is allocated in the defensive assets, gold deposits as well as deposits in hryvnia. The «gold» component hedges the Strategy from the devaluation of the national currency.
The fifth part of the portfolio is allocated in equities of the Consumer Sector companies which have a certain growth potential even during the times of the crisis..
The main part of the portfolio is allocated in the defensive assets, gold deposits as well as deposits in hryvnia. The «gold» component hedges the Strategy from the devaluation of the national currency.
The fifth part of the portfolio is allocated in equities of the Consumer Sector companies which have a certain growth potential even during the times of the crisis..
| 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:
- Deposits in gold
- Deposits in hryvnia
- Defensive equities
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: 68%
Current yield: 24 %
