The investment product

Specialists of the company “GLENIC Brokerage House” Ltd. have elaborated the new investment instrument of trust management, which makes it possible to effectively manage clients’ assets in wide range of risk\profit ratio. Investor’s profit is composed of rise in the value of basic asset, consisting of liquid shares of the greatest Russian companies – “blue chips” (basic component) and payment of interest rate on the agreement – (additional component) implemented on termination of the agreement. Basic component is compared with level of inflation, which provides safety of capital and minimization of risks. Additional component provides increase of invested assets and the amount of this component depends on terms of Agreement of trust management, stock market situation and professional experience of the manager.

    “GLENIC Brokerage House” Ltd implements hedging of its activities, dealt with management of clients’ assets, in the leading insurance companies.

We offer wide range of strategies which make it possible for our clients to realize different investment decisions. The strategy of trust management transactions is developed in coordination with our clients. It takes into consideration, first of all, volume of invested assets, periods of investments, possible risk. Investment portfolios are chosen due to al the mentioned factors. The forecasted profit from invested capital depends on the chosen strategy of trust management.*

Personal Manager

Our personal consultant will help you to choose the most suitable strategy for you, taking into account your desires from the point of view of risk level, liquid level and structure of your assets. Individual approach for each client makes it possible to combine different combinations of investment strategies. You need only to periodically contact your personal manager and gain information about the value of your portfolio.

    Telephones of the managers of Department of corporate clients’ service:
    +7(495) 926-96-84
    +7(495) 926-96-85
    +7(495) 926-93-24

The main terms of Trust Management

Aim of investments Securities of Russian issuers
Assets transferred in trust management From 2 000 000 rubles
Increase of the amount of the first contributed capital Presupposed during the period of trust management agreement implementation
Period of investments From 6 to 24 months
Client’s share in the profit From 50% to 85%, which depends on terms of the agreement
Other payments for the benefit of clients Presupposed during the period of trust management agreement implementation
Periods of payments receipt in accordance with the agreement Stipulated in the agreement
Early dissolution of the agreement Presupposed (commission is imposed)
Appointment of personal manager In cases stipulated in the agreement
Trust management commission 2% per year of the amount of investment capital
Depository and stock exchange commission, other expenses Are not included in trust management commission and are stipulated additionally
 

Structured financial products

The new three unique strategies of capital management with 100% investments hedging were added to already existing and operating investment portfolios in the frames of trust management. They are called – structured financial products. They give opportunity to gain unlimited profit with absolute hedging of the capital.

Structured financial products are complex financial instruments combining options and instruments with guaranteed profitability, specially configured for concrete investment aims.

The significant difference from “portfolio investments” is the fact that investor’s capital is divided into two unequal parts where the biggest part is invested in low-risky market instruments with guaranteed profitability (bonds, deposits etc.), and the smallest part is invested in purchase of options of the chosen asset (shares, index, product etc.), which provides strict control of the risks and does not limit profit.

Investment products are combined so that interests gained from assets investment in financial instruments with guaranteed profitability compensate costs on purchase of options in case of unfavorable market situation.

According to client’s choice, there may be developed structured financial products on practically all the market instruments traded on the leading world markets.

Management strategies

Strategies Maximum risk Forecasted profitability
Conservative 0% äî 20%
Reasonable 10% äî 30%
Aggressive 20% äî 40%
 

*Trust manager has no right to guarantee any profit and also absolute hedging of the main amount of capital invested. His main goal is to do his best in order to gain investment profit for clients, and clients must be notified on possible risks. Results of trust manager’s previous activities dealt with securities management do not guarantee Administration founder’s profits in future.

© 2003—2009 GLENIC group