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Investment Strategies

Investment Strategies

We have worked out and are using our own stock and bonds analysis methods, which enable us to persistently find new investment ideas in the market. Building on these methods, we offer investors a choice between the three classical long-term strategies and two our custom middle-term strategies. We are sure that these strategies entirely reflect real yield opportunities in the stock market for the time being. 

Conservative Strategy

The strategy of capital protection. It suits conservative investors, whose goal is to, first of all, save their funds, have a liquid portfolio of stock instruments of mainly the most reliable Russian issuers yielding at the level of a bank deposit. The portfolio includes bonds, deposits and Eurobonds of the most reliable issuers. The base currencies are US dollar, Russian ruble and euro.

Risk: low

Yield threshold: 7.5%

Benchmark: Deposit, Index IFX-CBonds

Assets classes: Bonds (100%)

Recommended investment horizon and min amount: 12 months+ / RUB 5m+

Mixed Strategy

Mixed Conservative strategy – it suits investors who are ready to risk their future income rather than their initial investment to gain yield above a bank deposit. The base ratio of bonds to stock is 70/30. The base currencies are US dollar and Russian ruble.

Mixed Aggressive strategy – in terms of yield, this strategy is close to the aggressive strategies, but since bonds are in the portfolio, the risk is lower. The base ratio of bonds to stock is 30/70. The base currencies are US dollar and Russian ruble.

Risk: low

Yield threshold: 15/18%

Benchmark: Deposit, Index IFX-CBonds

Assets classes: Bonds (70/30%), Stock (30/70%)

Recommended investment horizon and min amount: 12 months+ / RUB 5m+ 

Growth strategy

It is appropriate for investors with an aggressive risk profile, whose objective is to gain maximum yield in the stock market. Income results from higher risks inherent in shares. The portfolio comprises both liquid stock included in the leading stock indices and low-liquid shares identified through fundamental and technical analysis. The base currencies are US dollar and Russian ruble.

Risk: average

Yield threshold: 22%

Benchmark: Index MICEX, Index RTS

Assets classes: Stock (100%)

Recommended investment horizon and min amount: 12 months+ / RUB 3m+ 

"Best Russian Shares" strategy

Investment strategy. This is a unique product of Grandis Capital based on the monitoring of estimates of Russian issuers by the leading analysts. Monitoring was launched in January, 2005, the number of companies analyzed – 236. 10 or 20 best shares of the market as of the evaluation date are selected for the portfolio. Each month, the portfolio is revaluated and its structure is changed.

Risk: average

Yield threshold: 25%

Benchmark: Index MICEX, Index RTS

Assets classes: Stock (100%)

Recommended investment horizon and min amount: 12 months+ / RUB 1m+ 

 "High-Yield Shares" Strategy

Investment strategy. A unique product based on the selection of shares of 10 or 20 companies with a highest growth potential in the opinion of the leading analysts. The strategy has been in place since January, 2005.

Risk: above average

Yield threshold: 25%

Benchmark: Index MICEX, Index RTS

Assets classes: Stock (100%)

Recommended investment horizon and min amount: 12 months+ / RUB 1m+

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