Alfa Capital Reserve
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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.
Strategy advantages
- Limited credit risk.
- Diversified portfolio.
Asset allocation
- Bonds — up to 100%.
- 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 |
|---|---|---|---|---|---|
| 1.52 | 1.56 | 0.54 | 4.89 | 41.32 | 93.73 |
Unit price
NAV
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+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28