Alfa Capital Bonds Plus
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Opportunity of flexible reaction to the financial market situation modifying the stock/bond ratio in the portfolio.
Investment strategy
Portfolio manager seeks long-term capital appreciation via investments in most liquid sovereign and corporate bonds and most liquid equities. Investment decision is based on individual analysis combined with market scenario analysis.
Investment objective
Maximizing long-term capital gains through investments in Russian securities with potential growth exceeding bank deposit rate.
Strategy advantages
- Diversified portfolio.
- Higher level of return than bond market strategies.
- Ability to restructure portfolio in accordance with market trends.
Asset allocation
- Bonds — 50% and above.
- Equity — up to 40%.
- Cash — up to 25%.
Investment horizon: 12 months or longer
Benchmark: TRI High Grade Index
Unit price and NAV for 02.02.2012
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Unit price dynamics
| 1 month | 3 months | 6 months | 1 year | 3 years | Since inception |
|---|---|---|---|---|---|
| 3.19 | 2.84 | 1.56 | 6.20 | 55.19 | 124.78 |
Unit price
NAV
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+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28