7565 - Levchenko

The fund's investment strategy is based on the principle of countercyclical management, which systematically exploits the behavioral imbalances of the financial market. The approach involves accumulating positions during periods of excessive pessimism, when asset prices deviate significantly from their fundamental value under the pressure of "fear," and locking in profits during periods of market euphoria, when investor "greed" creates inflated valuations. The asset allocation between instruments-stocks of companies with sustainable business models, high-credit bonds, and commodities-is flexibly adjusted depending on the diagnosed phase of the economic cycle and the current market valuation.The performance indicator for the investment strategy is 50%* change in the IMOEX index + 50%* change in the RGBITR index, where IMOEX is the Moscow Exchange Index and the RTS Index, and RGBITR is the Moscow Exchange Government Bond Index, the main indicator of the Russian government debt market.

The Levchenko is a(n) Multi Asset Open-End Investment Funds (OIF) seeks to invest in Undefined sector located in Russia. The RECORD CAPITAL fund’s base currency is RUB. The total expense ratio is 9.5%. The Levchenko pays dividends 0 time(s) per year.