Flagship strategy of Movchan’s Group
Investment methods
ARGO fund SP7,3%
average annual return for
the period of management
1,3
Sharpe
ratio
5,6%
annual
average volatility
1
negative annual return
for 15 years
(-5,5% in 2008)
~20%
share of managers
proprietary capital
in the fund
*Data 2016-2021
The investment management strategy, aimed at obtaining a stable conservative income, was being developed for many years for proprietary needs. The manager and his team were investing own funds without creating an investment product.
The amounts, invested by managers, varied from USD 3 mln in 2003 to USD 30 mln in 2014–2015. During 17 years of existence, the strategy has demonstrated its reliability and the managers obtained a unique experience while working on the markets in close contacts with other managers, brokers, bankers, and combining their asset management activities with investment banking operations and management of financial institutions.
From April 2016, this strategy is offered to customers in the form of "ARGO SP" (segregated portfolio or fund).
*net return before deducting management and performance fees
*strategy results 2005-2016 are not audited whereas the fund results are audited
The perfect solution for conservative investors
Better than a deposit in a reliable bank - more profitable, more liquid, safer
Crisis-proof and interest rate growth protection
Reliable infrastructure
Professional fund management
Investment approach
Macroeconomic analysis and analysis of the issuer's creditworthiness
Markets
No industrial or geographical restrictions
Liquidity
Weekly, no limitations and commissions
Target return
US dollar inflation+ 3-5%
Basic portfolio
Predominantly: short- and medium-term bonds, issued by borrowers of acceptable quality; complimentary: third party credit instruments, funds, options (on bond ETFs and currencies), arbitrage positions
Debt instruments
Other instruments
External management at a preferable platform
The service implies duplication of the Flagship Strategy on the client’s personal account opened in a preferable bank or broker
Advantages of external management
Advising on the compliance procedure
simplification
High liquidity of capital
Individual detailed reports from the management
Basic information
Currency
USD
A minimum value of the
investment
5 000 000
Management
fee
1%
Succession
fee
10%