Global Capital
Expected Return | 15% |
Investment Horizon | 12 months |
Risk appetite | 15 % |
Currency | USD |
Investment projects include government securities, government securities of constituents and municipalities of foreign states, bonds, and common and preferential shares of foreign issuers, financial instruments traded in the the organized market, investment units in investment funds, shares in exchange-traded funds, and other securities and financial instruments that comply with the set revenue and risk parameters within the portfolio.
The investment strategy is to select instruments that tend to mid-term movements in one direction or the other according to the fundamental and technical analysis. To minimize risks, the securities portfolio content depends on the assessment of current market risks in general and the share of long stock positions should decrease and come down to 0% hypothetically.
Average monthly revenue growth
Expected Return | 15% |
Investment Horizon | 12 months |
Risk appetite | 15 % |
Currency | USD |
Costs depending on the strategy
Risks
To minimize risks, the trustee uses diversification by instrument, sector, and position (buy or sell) and monitors liquidity of the selected instruments (the less liquidity, the less share in the portfolio). At the same time, there are risks that are beyond the asset manager's control. They include market risks, securities liquidity risks, credit risks, the risk of the third party's misconduct, regulatory risks, operating risks, system risks, legal risks, derivative risks, system risks of foreign securities, etc. See the risk declaration for more details about all inherent risks.