26 january 2020
|The minimum investment amount is 10 000 kzt.|
“Smart balance” interval investment fund is managed by a balanced strategy
“Smart balance” interval investment fund is managed according to a balanced strategy
The strategy of “CenterCredit – Smart balance” mutual fund is suitable for investors who prefer a balanced portfolio and active management. The balance of risk and return is achieved by distribution of assets between shares (potentially high yield) and fixed income instruments, such as bonds and deposits (to reduce the portfolio risks). Due to growing stock market the number of shares exceeds the number of bonds. In case of concerns related to reduction of quotations, position of anti-crisis assets increases. The fund manager changes the distribution of portfolio between shares and bonds depending on market conditions.
The main mission of the manager is to save depositors money.
* The government does not guarantee the profitability of investments in mutual funds.