Private funds
Altera Asset Management company manages 5 private funds.The company offers asset management services to individual and corporate investors, and invites insurance companies to participate in investment funds.
Each of the funds, currently operational or being created, has its own investment strategy, portfolio structure and maturity date. The Company offers to the investor maximum flexibility in selecting a fund that suits his investment preferences and allows him achieve his goals. Funds can be of a corporate or share type; open, interval-type, or closed; with or without a maturity date; diversified or undiversified, as well as venture.
A venture fund is a fund that has maximum risks and maximum profitability, with minimum limitations on asset structure. It is suited to implement practically any investment strategy possible. According to the recent amendments to the Law of Ukraine ‘On mutual funds’ (par.4), individuals can only participate in a venture fund if they purchase securities of the fund for a total sum of at least 1,500 minimum wages.
Currently there are 5 private funds incorporated, registered and fully operational:
- Altera First closed undiversified venture share investment fund
- Kremen Invest closed undiversified venture share investment fund
- Investment Alliance closed undiversified venture share investment fund
- Modern Investment Technologies closed undiversified venture share investment fund
- Golden Vertex Fund closed undiversified corporate investment fund
Private funds under management
| Fund name | Altera First | Kremen Invest | Investment Alliance | Modern Investment Technologies | Golden Vertex Fund |
| Certificate of registration in the EDRISI registry | #64 of Jul 19, 2004 | #106 of Jan 18, 2005 | #179 of Jun 25, 2005 | #239 of Nov 21, 2005 | #1167 of Aug 27, 2008 |
| Location | Office 38, 19-â Institutskaya str., Kyiv | Office 38, 19-â Institutskaya str., Kyiv | Office 38, 19-â Institutskaya str., Kyiv | Office 38, 19-â Institutskaya str., Kyiv | 19-á Institutskaya str., Kyiv |
| Fund's term of operation | 19.07.2004 – 19.07.2034 | 18.01.2005 – 18.01.2020 | 25.06.2005 – 25.06.2055 | 21.11.2005 – 25.11.2055 | 27.08.2008 – 27.08.2013 |
| Par value of the investment certificate (share) | UAH 100 | UAH 100 | UAH 100 | UAH 100 | UAH 1,000 |
| Certificate of registration of the IS | #65 of Jul 28, 2004 | #133 of Apr 12, 2005 | #179 of Jul 1, 2005 | #244 of Nov 30, 2005 | #1344 of Sep 19, 2008 |
