Public funds
Altera Asset Management company operates one public fund, allowing corporate investors to get additional income in the securities market, as well as offering them asset management services.
- Altera Finance Real Estate closed undiversified corporate investment fund
|
Fund name |
Altera Finance Real Estate |
|
EDRPOU code |
35689764 |
|
Certificate of registration in the EGRISI registry |
#1021 of Apr 7, 2008 |
|
Location |
Office 32, 19-б Institutskaya str., Kyiv |
|
Fund validity period
|
07.04.2008 – 07.04.2018 |
|
Par value of the investment certificate |
UAH 1,000 |
|
Issue volume |
UAH 100,000,000 |
|
Certificate of registration of the IS |
#1199 of May 27, 2005 |
A fund with a balanced investment strategy.
The balance is achieved through a careful distribution of the fund’s assets between shares, corporate rights, property, bank deposits, on the one hand, and fixed income securities (corporate, government and municipal bonds, deposit certificates) on the other hand. Depending on the market situation, the manager can redistribute the assets between different investment types, to capitalize on opportunities and avoid losses.
At the time of creation, residential and commercial property was selected as the investment area for the fund. Today, the fund’s investment strategy has been adjusted to account for the economic situation and to keep the fund shares profitable.
Mimimum investment is UAH 100,000, while minimum investment term is 3 years.
