strategy:	risky
investor:	suits best the investors willing to take risks for receiving high returns
portfolio:	shares of the domestic industrial companies listed at the stock exchange; shares of the new companies
benefits:	advantages of maximum appreciation of capital through investment in undervalued Ukrainian equities with growth potential higher than market average
beginning of placement:	May 27, 2008
par value:	10,000 UAH
termination date:	May 18, 2013

The fund adheres to the aggressive investment strategy and suits best risky investors aiming to achieve maximum returns in the mid-term horizon.

No less than two thirds of the fund’s assets are allocated in the shares of the leading domestic industrial companies listed at the stock exchange and primarily liquid at the stock market.

One third of the Fund’s assets are invested into unknown and perspective small and mid-cap companies which may not be listed at the organized market at the moment of acquisition.

The Fund diversifies its portfolio looking for the future leaders in different branches of domestic economy, including new companies with high growth potential.

For higher diversification and lowering risks, no more than 10 per cent of the Fund's total asset value are invested in the securities of one and the same issuer.

The fund is open for legal entities and individuals.

Performance

Factsheet