Investment strategy

Strategy of investments of fund assets is developed by competent experts having wide experience of assets management, both on Russian and on international financial markets. Within the limits of the given strategy the fund adheres to reasonable parity of yield and comprehensible level of risk basing on knowledge of specificity of the Russian market and instruments of technical analysis.

Fund assets are invested in shares of the Russian companies of the first echelon (Russian blue chips) mainly of oil and gas, power and financial sectors. Financial instruments in which fund invests, are registered on the Russian exchange platforms — RTS or MICEX.

Key factors of strategy choice:

ÑStable yield in long-term prospect at minimization of risks is reached at the expense of competent distribution of assets in instruments of the most perspective segments of the Russian economy: oil and gas, power and financial ones.

Investment period and high reliability

In order to avoid serious changes of cost of portfolio, peculiar to fluctuations of financial market, prospective period of investments will constitute not less than one year.

For decrease of risk of investments fund assets are invested only in highly reliable assets. These are the so-called "blue chips" — highly-liquid shares of the leading Russian enterprises.

Fundamental approach

Positioning in the best sectors and securities disregarding scales in any indexes.

Financial stability / high probability of support from the side of authorities.

Meetings with top management, finding-out of details of financial situation, production visiting – are all compulsory conditions of decision-making.

Criteria of choice of securities: financial soundness, underestimation, liquidity.

Main principle of formation of portfolio:

«a pillow of safety plus highly-risky part (10–20 %). Yield of highly-risky part can constitute 100 % during one-two years.

P.S. Administration of the fund does not guarantee certain level of yield. The yield reached in the past does not guarantee the same level in the future.