Alfa Capital Balanced
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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 diversified portfolio of liquid equities, fixed income instruments combined with undervalued Russian equities with high potential growth. Investment decision is based on market analysis with limited risk exposure.
Investment objective
Maximizing long-term capital gains through investments in Russian equities and bonds with high growth potential.
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 25%.
Investment horizon: 12 months or longer
Benchmark: 50% MICEX Index + 50% 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 |
|---|---|---|---|---|---|
| 9.39 | 3.06 | 4.80 | 9.60 | 67.73 | 7.71 |
Unit price
NAV
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+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28