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Managed Accounts > Investment Strategies > Balanced

Balanced seeks capital appreciation with low volatility. Depending on market and macroeconomic conditions, funds are dynamically allocated between our Total Return Fixed Income and Long-Term Capital Appreciation strategies. Given the lower correlation of debt and equity securities, the combination of these two strategies in one portfolio serves to reduce volatility.

Minimum investment
The minimum investment is the ruble equivalent of $250,000.

Fees and commission
Our basic management fee is 2% annually, with a 25% commission on returns over 3% annually (in hard currency).

 

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