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Raiffeisen Aval Asset Management: the results of activity of Capital Growth model portfolio for the year is +84%.
20 August, 2010
Model portfolio “Capital Growth” (06.08.09-06.08.10) has added +84% to its initial value during last 12 months and will be implemented in the new mutual fund “Raiffeisen Equity Fund”.
Units of Raiffeisen Equity Fund are sold at par value during August of 2010.
Model Portfolios are basis for investment process in Raiffeisen Aval Asset Management. Assets structure and asset allocation of equity model portfolio and bond model portfolio reflects view of the company on the market and optimal content of portfolio.
Asset allocation and holdings selection for model portfolios are based on deep analysis of macroeconomics, its sectors, separate companies, global and local trends, market, financial and political news.
«Capital growth» is a most risky model portfolio, which has asset allocation in equities (90% of the portfolio) and bonds (10% of the portfolio). During reported period share of equities grew from 80% to 90% of the portfolio based on company forecasts.
For comparison, 12 months growth (from 06.08.2009 to 06.08.2010) of model portfolio is 84%, while Ukrainian stock indexes, UX and PFTS grew 88% and 90% respectively.
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Units of Raiffeisen Equity Fund are sold at par value during August of 2010.
Model Portfolios are basis for investment process in Raiffeisen Aval Asset Management. Assets structure and asset allocation of equity model portfolio and bond model portfolio reflects view of the company on the market and optimal content of portfolio.
Asset allocation and holdings selection for model portfolios are based on deep analysis of macroeconomics, its sectors, separate companies, global and local trends, market, financial and political news.
«Capital growth» is a most risky model portfolio, which has asset allocation in equities (90% of the portfolio) and bonds (10% of the portfolio). During reported period share of equities grew from 80% to 90% of the portfolio based on company forecasts.
For comparison, 12 months growth (from 06.08.2009 to 06.08.2010) of model portfolio is 84%, while Ukrainian stock indexes, UX and PFTS grew 88% and 90% respectively.
Upload press-release in pdf-format
