Fund realizes the strategy of obtaining maximum income due to investing to shares, by compensating market risks during deep market correction with the help of tools with fixed yield.

Additional sources of yield are investment projects.

First stage of portfolio forming presupposes investments of means to shares that have the theoretical potential of growth not less than 40-50% with the strategy of active speculative current management. In future fund assets are invested on the basis of the calculation of medium-term and long-term fund market bias.

The basic part of portfolio is shares - "blue chips" that have high level of liquidity and short-term growth potential. Part of assets is distributed among several investment projects. In the sphere of our interests there are projects at real estate market and other sectors of Ukrainian economics. The main selection criterion of project is optimal risk/yield balance.

Fund management presupposes the strategies of active management.

Active trade operations can be held with more than half of fund assets. Distribution by classes of investment tools is made on the basis of macroeconomics and general condition of financial markets.

On the basis of structure forming within the limits of tools classes there is a fundamental analysis of separate issuers.

Under favorable economic conjuncture at fund market investments to shares are priority-driven. When the condition of economic indicators changes, the distribution by asset classes is also changes with increasing of specific weight of tools with fixed yield.