Alfa Capital Pension Reserve
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Investments meet requirements of state authorities for investments non-state pension funds.
Investment strategy
Portfolio manager seeks asset types meeting requirements of state authorities for investments non-state pension funds.
Investment objective
Maximizing long-term capital gains through investments in Russian securities with potential growth exceeding bank deposit rate.
Strategy advantages
Low level of risk.
Asset allocation
- Equity — up to 70%.
- Bonds — up to 70%.
- Cash — up to 50%.
Investment horizon: 12 months or longer
Benchmark: 20% MICEX Index + 80% Индекс TRI High Grade
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 |
|---|---|---|---|---|---|
| 6.23 | 1.83 | 9.15 | 10.33 | 143.60 | 92.35 |
Unit price
NAV
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+7 (495) 797-31-52
8 (800) 200-28-28
8 (800) 200-28-28