Alfa Capital State Participation Enterprises
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Investments in equities of state participation enterprises with high potential growth.
Investment strategy
Portfolio manager seeks long-term capital appreciation via investments in securities of state participation enterprises with high potential growth. Investment decision is based on individual company analysis combined with longer-term market scenarios.
Investment objective
Maximizing long-term capital gains through investments in enterprises with state participation.
Strategy advantages
Opportunity of extra return from investments in undervalued equities in enterprises with state participation.
Asset allocation
- Equity — up to 100%.
- Cash — up to 25%.
Investment horizon: 12 months or longer
Benchmark: MICEX 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 |
|---|---|---|---|---|---|
| 4.61 | 5.86 | 10.41 | 20.48 | 87.58 | 24.63 |
Unit price
NAV
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+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28