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Portfolio of Bonds Management

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Objectives:

  • to preserve funds against inflation risks;
  • to obtain target rate of return higher than deposit rates due to the active use of the stock market resources.


PORTFOLIO SAFE (NADYOZHNIY)

INVESTMENT PORTFOLIO OF BONDS OF HIGH CREDIT QUALITY

(first-tier bonds at least equal to BBB-)

The recommended investment period is at least 3 months.

Assets: safe and liquid bonds of federal, sub-federal, municipal and "quasi-sovereign" borrowers, as well as the largest companieswith high-quality credit profile.


PORTFOLIO WELL-BALANCED (SBALANSIROVANNIY)

INVESTMENT PORTFOLIO OF BONDS OF MIXED CREDIT QUALITY

(bonds of the first and second tier at least equal to B +)

The recommended investment periodis at least3 months.

Assets: bonds of corporate and municipal borrowers.


PORTFOLIO PROFITABLE (DOKHODNIY)

(bonds of third-tier issuers with high credit risk)

The recommended investment period is at least 3 months.

Assets: bonds of corporate borrowers.