Investment advisory

Porfolio RG3 –
Bold strategy

The portfolio invests in bonds, stocks, and in financial instruments with similar risk-level. The long-term allocation between equity and bond-risk financial instruments is 70% and 30%, respectively. In the short term, the portfolio may deviate significantly from this asset allocation, but the share of equities and similar risk instruments never exceeds 85%. The recommended minimum investment horizon for the portfolio is more than five years. Portfolio investments may be made globally, and in any sector and region that is not internationally sanctioned. Historically, the nominal average return (10 years) of a passive portfolio with comparable asset allocation has been approximately 9% per year. The portfolio is actively managed, takes only long positions, and does not use financial leverage. The base currency of the portfolio is the euro (EUR), and currency risk is actively managed within the portfolio.

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