Balanced
Opportunity of flexible reaction to the financial market situation modifying the stock/bond ratio in the portfolio.
Investment strategy
Portfolio manager seeks medium/long term capital appreciation based on market performance of liquid securities. Investment decision is influenced by macro economy scenario and technical analysis.
Investment objective
Medium/long term capital appreciation through investments in Russian equity and bond markets.
Minimum Investment
RUR 50 000 000.
Strategy advantages
- Diversified portfolio.
- Higher level of return than bond market strategies.
- Ability to restructure portfolio in accordance with market trends.
Asset allocation
- Equity — up to 100%.
- Bonds — up to 100%.
- Cash — up to 100%.
Investment horizon: 36 months or longer
Benchmark: 50% MICEX Index + 50% TRI High Grade Index
+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28