The portfolio of structured
products is diversified according
to several parameters
Risks are minimized thanks
to statistical analysis of
historical data and the careful
selection of investment parameters
Exposure to DM sectoral
indexes — in the US, Europe,
Japan and South Korea
Objectives and strategy
The fund’s target net return for investors over a three-year horizon is 6-7% per annum in US dollars.
The fund is positioned as an absolute return fund. It invests in a specific class of structured products whose payouts are linked to DM equity markets. In return for accepting the risk of the value of the underlying assets falling, the fund receives periodic coupon payments on the selected instruments. Investments are selected based on a multifactor statistical analysis of the historical prices of the underlying assets. The investment parameters and portfolio structure have been designed in such a way as to minimize the likelihood of losses and maximize the likelihood of receiving all expected coupon payments within the statistical analysis of the historical data.
This product is suitable for
Investors who can tolerate relatively high volatility and seek returns over a 3-5 year horizon comparable to HY bond yields but who are not ready to take on the credit risks of these bonds.Contact
The fund’s target net return for investors over a three-year horizon is 6-7% per annum in US dollars.
About the fund
Why it's profitable
Description Depending on market volatility and interest rates, the yield of the selected instruments can differ.
Risk management method The fund’s investments are evenly allocated both in terms of time and market entry levels, which smooths out fluctuations in interest rates and market volatility, and generates yields in line with average historical market parameters.
Description A sharp dip in the market risks the loss of capital as certain instruments might have to be redeemed at prices below par.
Risk management method Portfolio diversification helps to reduce the potential negative impact from the redemption of an individual instrument. By investing in a wide range of instruments that can be bought and sold in the secondary market, the fund can reinvest the proceeds from a «bad» redemption into other instruments that look set to restore the lost capital when the market recovers.
Description The fund invests in debt obligations issued by investment banks, which have the same credit risk as the issuer’s bonds.
Risk management method The fund invests only in the senior debt of investment banks with a credit rating of A or higher as rated by the Big Three rating agencies. As its assets grow, the fund is diversifying its portfolio, which limits the risk per issuer.
- More than 25 years of experience in the securities market in trading and asset management, including more than 15 years in derivatives and structured products trading.
- Previously worked at Troika Dialog (after 2012 Sberbank CIB), VTB Capital Investment Management and Aton.
- Graduate of the Lomonosov Moscow State University Faculty of Mechanics and Mathematics.
- Building GEIST investment portfolio; responsibilities in the process of company fair value assessment and analysis of options strategies.
- In the past, involved in business valuation and intangible asset valuation at a private Russian company.
- Graduated from the Bachelor's Programme in Economics and Master's Programme in Strategic Financial Management at the Higher School of Economics.
- Specialist in financial consulting and audit with 10 years of experience.
- In the past, she worked as an external auditor at Ernst & Young, worked with the largest state-owned companies, small and medium-sized businesses and government agencies in the field of audit and professional ACCA training; areas of specialisations: oil and gas industries, energy, and mining. As a financial advisor to medium-sized companies, provided regular reporting to management and shareholders.
- Is a member of ACCA, a CFA II candidate and a certified specialist in AML.
- Graduated from the University of Sydney with a bachelor's degree in economics and finance.
The materials provided and the information contained herein are intended solely for qualified investors and are analytical in nature. The
materials provided and the information contained herein are not individual investment recommendations. The information is not a public
offer, proposal or invitation to invest in the fund, purchase or sell the fund’s securities, or make transactions with them. The financial
instruments mentioned in the materials provided may not be suitable for you and may not match your investment profile, financial situation,
investment experience, knowledge, investment goals, or attitude to risk and returns. It is the investor’s responsibility to take all necessary
actions to determine whether a financial instrument is appropriate for their investment objectives, investment horizon and risk tolerance.
Movchan’s Group and the ARQ Fund are not investment advisers and are not responsible for possible losses incurred by the investor as a
result of investing in the financial instruments mentioned. The information cannot be considered as a guarantee or promise of future
investment returns. Past performance is no guarantee of future results. Calculations based on historical data do not guarantee either the
future behaviour of the strategy or the absence of losses. Before making an investment decision, an investor must independently assess the
economic risks and benefits, tax and legal consequences of investing, their own willingness and ability to accept such risks, or seek advice
from their investment adviser. Movchan’s Group renders information services to the ARQ Fund to provide interested parties, upon their
request, with information about the fund’s activities. Investments in the ARQ Fund are speculative and cannot be considered as a
comprehensive investment programme. The information is provided solely upon request and is not intended for distribution or transfer to
third parties. It is not an advertisement for securities or investments.
Last updated: 13.05.2022
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