Asset management

Conservative Balanced

Investment strategy

Portfolio manager seeks medium/long term capital appreciation through investments in liquid bonds, equity with limited risk exposure. Investment decision is based on deposit rates, credit spreads scenario and financial analysis. Equity portfolio is managed in accordance with financial market trends.

Investment objective

Medium/long term capital appreciation with limited risk exposure.

Minimum Investment

RUR 50 000 000.

Strategy advantages

• Higher level of return than bond market strategies.
• Ability to restructure portfolio in accordance with market trends.
• Return level exceeds inflation growth.
• Low level of risk within 1 year prospective.

Asset allocation

• Bonds — up to 100%.
• Equity — up to 40%.
• Cash — up to 100%.