AC 4
Equities & Bonds
Capital growth strategy with institutional discipline, targeting ~20% annualized return
Target Yield
Aiming for an annualized return of ~20% driven by professional risk management
US Market Focus
Formulated primarily around equities and bonds within the world's largest market
Institutional Discipline
A rigorous approach to position sizing and risk control
Investment strategy
The Fund pursues a capital appreciation strategy by investing in equity securities, ETFs, and companies with high growth potential.
The objective of the strategy is to achieve significant long-term capital growth while accepting a higher level of risk and market volatility.
Asset Allocation (indicative ranges)
Stocks,
bonds,
funds
bonds,
funds
up to 70%
Foreign Currency
from 30%
Concentration in a single asset class
up to 100%
Allocation ranges may vary depending on market conditions and risk management decisions
Risk indicators
Volatility
Return
Liquidity
Core instruments
Government Bonds
Corporate eurobonds
Equities & ETFs
Foreign Currency
More strategies
Each fund operates under a clearly defined mandate and a documented investment process
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