Portfolio of Bonds Management
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 companies with 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 period is at least 3 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.