Investment strategy

The Fund's objective is to minimize the level of risk while receiving the target average annual return at the level of two deposit rates of the leading Ukrainian banks using all available investment possibilities of the Ukrainian market - investment into shares, state, municipal and corporate bonds, bank metals, corporate rights, real estate.

The range of investment of the Fund’s assets will widen together with the market. The Fund will be open to the new instruments such as derivatives, good order securities (e.g. warehouse receipts). This will allow increasing stability and reliability of the Fund.

Depending on the market conditions the stake of certain assets may vary within the range allowed by Ukrainian legislature for non-diversified funds, but in any case the Fund will not invest more than 15 % of its assets into one and the same position.

While choosing shares as investment targets for the Fund, the asset management company will primarily pay the highest attention to the most liquid securities. At the same time up to 30% of the Fund’s assets can be invested into the non-liquid shares with high growth potential which can be realized within several years.

The Fund adheres to the investment policy of active management together with dynamic insurance, aiming at not only receiving the target return but securing the received profit.

The Fund’s lifetime is 7 years. The annual Fund’s profit will be distributed in the form of dividends in case the Fund’s return exceeds the average weighted rate of the National bank of Ukraine.

The Fund suits best the investors with long-term horizon wishing to receive their income annually.

* On making the relevant changes into the legislature.