| General information | | TKB Investment Partners - Balanced | | 0078-58234010 | | TKB Investment Partners, JSC | | Open-end | | Miscellaneous | | All Russian Equity | | Formed | | 24.12.2002 | | 24.01.2003 | | 14.5 USD | | First Special Custodian | | First Special Custodian | | INAUDIT | | | Fund profile | Balanced Russia is a fund that can be attractive for those seeking to make long-term investments that offer a balanced yield/risk ratio. The fund is designed to generate rouble yields via active allocations between various asset classes and foreign currencies.
Balanced Russia comprises two parts:
1) The more conservative part of the fund is invested in a wide range of rouble-denominated bonds issued by what the fund managers consider to be the most stable, attractive, actively growing and predominantly Russian companies operating within Russia and/or the CIS
2) The rest of the fund is invested in a broad array of both Russian and foreign equities and bonds with a strong yield potential.
Load fund's rules »
| | | Other funds of TKB Investment Partners, JSC | |
| | Investfunds Rating (31.03.2020) | Rating is not assigned.
Reason:
Not enough Russian assets in fund structure
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absence of rating is not an indicator of asset management quality
Rating methodic | | | Performance and NAV dynamics, USD | | | Share (USD) | Full data » | | NAV (USD) | Full data » | | Analytical ratios | |
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