Strategy “Innovation trust management”

Innovative trust management (ITM)
management of investor brokerage account
under the contract with the Manager

The Trustee, using his own knowledge, experience, time and communication forms Investor’s portfolio of bonds, shares and derivatives (futures, options)

Insvestment ammount starting from 10 mln rub.


The purpose of the product is a monthly

the income of the Investor is more than 2%.


Investment strategy can be characterized as aggressive. Portfolio is formed from bonds of 2-3 echelons and shares with a yield of 20-40% per annum and derivatives, which allows you to model yield curve at a certain point time.

Investment period: from 12 months.

  • High profitability;
  • Full transparency;
  • Legality

Management fee: 2% of the investment amount, charged once a year. Manager’s remuneration: 20%
If the Investor’s account grows more than 2% per month.


Model portfolio

Profit of the model portfolio:
70%*0,28 + 5% + 25%*1,4 = 54%,
in result 4.5% per month
With an increase in the share of derivatives, for example, up to 50%, the yield of the model portfolio increases to 83% (almost 7% per month)

Risk Manager:

Nutcracker automate risk and income management system
Risks – 20% maximum as per Trust Management Agreement.


at the request of the Investor (Interactive Brokers)
The manager: Bykov A.A.,
Candidate of Economic Sciences, in the financial market since 1994,
certificates of 1.0, 5.0 of the Central Bank of the Russian Federation.