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.