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INVESTMENT STRAREGY of the Closed-End Non-Diversified Corporate Investment Fund Synergy Club

The Fund's objective is maximum appreciation of capital through long-term investment in Ukrainian equities with growth potential higher than market average. According to its investment policy the Fund can be classified as the growth fund.

According to the Funds objective and using the practical experience of the previous Synergy funds asset management, which had identical objectives and similar investment targets equities of domestic companies, the asset management company KINTO (the Company) will adhere to the strategy of active investment management, which stipulates taking decisions on purchase or sale of securities on the basis of economic, financial and market analysis.

While choosing shares as investment targets for the Fund, the asset management company will pay the highest attention to their potential price growth. The Funds portfolio will be comprised primarily of the shares of the leading domestic companies of metallurgy, energy, machine-building, extractive industries and consumer sectors of economy.

The Fund will allocate no less than 75% of its assets to the shares of the Ukrainian companies. Accordingly, up to 25% can be allocated at bank deposits, fixed income securities or REPO operations, where the increase to such a level will be due to unfavorable market prognosis.

The Fund will adhere to passive-active strategy.

The passive strategy stipulates purchasing investment objects mostly for long term period during which they will realize their growth potential.

Decision on active operations will be approved on the basis of market conditions at certain period of time, either possibilities for arbitrage, or reinvestment from securities with depleted potential into the more perspective objects. The impact of short-term market fluctuations will not be taken into consideration. The same will relate to the dividends paid by the companies, because companies current profits in Ukrainian reality do not reflect intrinsic value of their shares and is not a main factor which results in growth of market value of a share.

Depending on the market conditions the stake of certain assets may vary within the range allowed by Ukrainian legislature for non-diversified funds, but in any case the amount of positions into which the Fund invests more than 10% of its assets will be limited. This will allow the Fund to achieve diversification of its portfolio and decrease risks.

The Funds lifetime is 3 years.

The Funds current profits (active operations, dividends and interest) will not be paid to the shareholders, but will be reinvested in full volume.

The Fund suits best the investors with long-term horizon ready to accept high risks for possibility to achieve the Funds objective.

The Fund will make settlements with its shareholders after its liquidation or the decision of the General Shareholders meeting on prolongation of its activity.

 

The asset management company highlights that investors solely carry the risk of the investment certificate value decline. Representations of any party about appreciation of investment certificates in the future should be considered as assumptions only. Value of investment certificates may go up or down. Historic performance of investment certificates does not determine future gains.

 
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Kinto, Investment & Securities in Ukraine
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25-B Sagaydachnogo str, 3rd floor,
Kyiv, Ukraine 04070
Tel.: +380 (44) 462-5377, 462-5140

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