Rated Bonds
Investments in the most profitable bonds of issuers with credit rating by international rating agencies.
Investment strategy
Portfolio manager seeks medium-term capital appreciation through investments in liquid bonds and limited risk exposure. Investment decision is based on deposit rates scenario, financial analysis and new bond placements.
Investment objective
Medium-term capital appreciation with limited risk exposure.
Minimum Investment
RUR 50 000 000.
Strategy advantages
- Limited credit risk.
- Diversified portfolio.
- Portfolio duration management.
Asset allocation
- Bonds (B- and above)* — up to 100%.
- Bonds (below B- and unrated)* — 0%.
- Cash — up to 100%.
- Equity — 0%.
- Average portfolio duration — up to 36 months.
* Min credit rating assigned by Standard & Poor’s, Fitch or equivalent rating assigned by Moody’s Investor Services.
Investment horizon: 6 months or longer
Benchmark: TRI High Grade Index
+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28