Portfolio manager seeks long-term capital appreciation via investments in diversified portfolio of undervalued Russian equities with high potential growth. Investment decision is based on individual company analysis combined with long-term market scenarios.
Investment constraints
Equity
50% and above
Bonds
up to 40%
Cash
up to 25%
Investment objective
Maximizing long-term capital gains through investments in Russian equities
Investment horizon
Theoretically infinite
Risk level
In line with the overall Russian equity market
Benchmark
RTS index
Inception date
08 May, 2003
Dynamics of unit price and assets value for 22 January 2009
