Axiom’s trust management strategy
Axiom’s trust management strategy relies on a unique mathematical and statistical method of devising the most effective portfolio. The method was developed by D.A., Molodtsov, Dr. of Mathematics of the Computing Center of the Russian Academy of Sciences, who has extensive experience with investment portfolios in Western markets. By using the method, it is possible to smooth out the income function of the portfolio. In other words, with proper management, the investment portfolio tends to minimize risks and losses.
A new approach to portfolio management!
The main idea is to concentrate available funds in instruments—highly liquid securities with the best current efficiency and, using mathematical techniques, to achieve high portfolio management efficiency while minimizing losses in adverse times.
The new approach:
- Produces steady income.
- Ensures maximum liquidity
It is intended for:
- Investors with medium-term (one year) investment horizons who wish to protect their portfolio from inflation
- Investors who are concerned about liquidity
- Institutional investors
Investment terms:
- Minimum investment amount: 500,000 rubles.
- Recommended minimum investment time frame: 6 months
Manager’s remuneration:
- Fixed fee: 2% per year of the average value of the assets.
- Fee for success: 40% of the income exceeding the 20% non-taxable income threshold.
Sample calculation: The yield of the investment portfolio at the end of the quarter was 45% per annum. The portfolio manager surpassed the exemption threshold of 20% per annum, after which the commission for success will be charged. That means 45% - 20% = 25%. A fee of 40% for the manager’s success will be charged from this 25%.
Reporting period: Quarter
