Programme "Equities"

The slogan of the offer: Equities of the global companies with a great potential for growth and potential profitability at a 20% level.

The fund is oriented towards investment in the equities of companies with a potential for growth, but still undervalued as to fundamental rates. Besides, the increase in the value of the fund’s assets comprises both the rise in the exchange rate of the assets and the disbursement of dividends. We anticipate the potential profitability of investments at the level of annual profit of approximately 25%, provided that the investment period exceeds one year.

In order to reach the set goal, it is planned to invest the assets of portfolio in index funds (ETF) and other financial instruments offered by the U.S. and European stock markets that reflect the value of equities or the value of particular sectors of economy in different countries, as well as in equities of specific companies showing a considerable proportion in the main index of the selected country. Thus, all the assets will be invested in highly liquid instruments.

Currently, the field of our interest includes the financial markets of Australia, Argentina, Brasil, U.K., Germany, Hong Kong, India, Kazakhstan, Canada, China, Mexico, New Zealand, Russia, Singapore, U.S.A., Taiwan, Turkey, Ukraine, Switzerland, South Africa, South Korea, Japan. We intend to manage your investment portfolio actively by changing its structure duly and based on our evaluation of the perspective of price progression on the financial markets of any region in our interest.

The assets in portfolio will be differentiated amongst investments in various countries, thus ensuring a great security of investments and protection from the fluctuations in the value of the assets in portfolio that are characteristic of the investments in securities of just one country.

The commission rate for the management of this portfolio is the following:

• 1,0% of the deposit sum for the formation of the portfolio (cashed in upon the formation of the portfolio);
• 2,5% annual commission of the avarage monthly portfolio balance of the securities (cashed in on monthly basis);
• 15% of the net income that exceeds the average LIBOR rate.

The minimum deposit sum in this programme is fixed by our company in the amount of 100 000 Euro or an equivalent amount in any other currency.