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Classical

Open-end diversified unit investment fund CLASSICAL

strategy:

balanced

investor:

suits best the investors willing to take moderate risks utilizing various opportunities of the Ukrainian stock market

portfolio:

equities, bonds, deposits

benefits:

  • optimal risk-return balance
  • high liquidity

beginning of placement:

July 1, 2004

par value:

100 UAH

term:

unlimited

CLASSICAL fund is the first open-end fund in Ukraine. The fund adheres to the balanced policy of receiving the maximum possible returns under moderate level of risks through the long-term investments into a highly diversified portfolio of government and municipal securities, Ukrainian corporate bonds, equity and money market instruments. Fund's expected return is lower than that received by the "aggressive" growth equity-oriented funds. Thus, CLASSICAL is the best solution for investors willing to take moderate risks and, due to the optimal risk-return balance, is the most advantageous investment instrument for most investors.

The fund has an unlimited lifetime and undertakes the obligation to redeem investment certificates from fund’s investors anytime at their net asset value.

The fund is open for legal entities and individuals.

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Kyiv, Ukraine 01034
Tel.: (380-44) 246-7350, 246-7434
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