About us

Our best investment specialists are ready to assess your personal expectations, needs, and capabilities to decide whether investing into our funds is the right choice for you. Our funds are designed primarily for investors of over average means who are willing to invest into various asset classes. Investments are generally made into asset classes listed below:

- Deposits, government securities, and corporate bonds traded on the stock exchange, the annual return of which is 0-5% depending on their risk level;

- Real estate, which as a source of rental income must earn a return of 5-7% for every person;

– Investments into share indexes, a classical example of which is the Standard & Poors 500 Index (S&P 500) that contains 500 of the largest stocks traded in New York, the USA. Although its return fluctuates year after year, the average return in previous periods has been so far approximately 7% and when dividends received on these stocks are reinvested, its historic annual return may be almost 12%.

Consequently, the S&P 500 Index is a benchmark for almost all funds and private persons, because if investors believe that they can outperform the S&P 500 Index, they will take their money from this index to some other sector, such as Japanese economy, USA car industry, German retail business, technology or individual shares. There are many options to choose from. During the history of the stock exchange, most investors have not been able to earn long term an annual average profit of 12%.

We are aware that historic returns never ensure future returns but we are committed to our investors and offer them our experience and knowledge. We make every effort to grow our own and investor’ assets daily by setting as our goal outperforming the S&P 500 Index.