Veles Capital offers a classical choice of standard investment strategies with varying risk/return ratios – Conservative, Debt Market, Balanced, and Aggressive.
- Conservative strategy: the priority is given to absolute safety of investments and to stability of portfolio current value. The main instruments for this strategy are promissory notes and bonds of high liquidity level.
- Debt market strategy: the priority is to save entrusted capital, to limit risks and to guarantee returns higher than on average in market by operation with debt securities. The main instruments are promissory notes and bonds of all liquidity levels.
- Balanced strategy: flexibility of investment preferences. Proportion of promissory notes and bonds relatively equities is about 70 to 30. The priority goal is to save trusted capital and to extend its growth potential. The main instruments are promissory notes and bonds of all liquidity levels as well as equities of 1 st and 2d liquidity levels.
- Aggressive strategy: plain using of securities market potential, at first of equities market. The priority goal is to obtain maximum growth of capital. The main instruments are equities of all liquidity levels and promissory notes.
However, specialized strategies are becoming increasingly more popular as they can be fine-tuned to reflect the client’s personal preferences: index or sector strategies, or those tied to specific investment ideas (e.g. reforms in various sectors of the economy, expected corporate events, new centers of economic growth etc).