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CLOSED CORPORATE NON-DIVERSIFIED FUND “PRIORITY BALANCED INVESTMENTS”
Number of shares – 25 000. Nominal stock value – 1 000 UAH Minimum investment – 1 share. Management fee - 2.5% per year of the net asset value of the fund. Frequency of share redemption – closed fund is not obligated to redeem shares prior to its expiration. Company or authorized agent can redeem shares in case of a decision by the Supervisory Board and consent by the Fund management for redemption. INVESTMENT STRATEGY
Investment strategy of “Priority balanced investments” fund is to maximize the capital growth through medium term investments with a higher than average potential, making this fund a medium aggressive investment instrument. Assets of the fund are invested in undervalued stock with higher growth potential and corporate bonds of perspective issuers with average risk level. LIQUIDITY MANAGEMENT
In the closed-end type of funds more than 40% of assets are invested in the most liquid stocks of the first and second tiers of the Ukrainian stock exchange. INVESTORS RISKS MANAGEMENT
Investors’ assets risks are reduced through diversification – investments in stocks of a single issuer do not exceed 25% of the fund’s assets. Fund strategy: moderate aggressive Recommended investment term: from one year | |
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© AMC "Priority Finance" 2005-2010 License SSMSC ÀÁ ¹293355 from 31.10.2005 Duration of license: 31.10.2005 - 31.10.2010 Site making: LND |
The price of shares can increase and decrease, and past results do not guarantee similar results in the future, therefore the current status of investments does not guarantee the profitability of future investments in any investment fund. Before purchasing shares, investors should familiarize themselves with the Letter of Issue, Fund Rules and Fund Investment Declaration. |
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