STRATEGIES

WE HAVE CONSTRUSTED TWO INVESTMENT STRATEGIES, WHICH CAN HELP YOU ACHIEVE YOUR FINAFICAL GOALS

TO CHOOSE THE STRATEGY PROPERLY, PLEASE PICK 3 ASPECTS WHICH ARE MOST IMPORATNT TO YOU

INVESTMENT GOALS

Defined in completing the investment profile in the customer questionnaire

TARGET SUITABLE PROGRAM
Preservation of capital (including inflation) Safe
Passive income Standard
Liquidity (easy access capital) Safe, Standard
Long-term investment Safe, Standard
safe
from 12.5% annual*

Asset manager, according to investment declaration, uses client’s capital to purchase, sell short equities, ETFs, ETNs (including on-margin) with implied volatility of no more than 15%

Any one position cannot be worth more than 25% of client’s portfolio (including margin). Asset manager does not have to allocate all of the available cash on clients account, and determines any position size below 25% mark.

In case of losses, after 12 months under management, Asset Manager guarantees to cover any losses beyond 5% of original capital. (Sum of all deposits, net of all withdrawals).

no less than 4 positions per portfolio

Blue chip, ETF (not leveraged)
ONLY LONG POSITIONS – WRITING COVERED OPTIONS
HIGH LIQUIDITY
LOW VOLATILITY
INVESTMENT PERIOD: 1 YEAR +
ANNUAL MANAGEMENT FEE: 0%
SUCCESS FEE: 35% OF POSITIVE P&L (QUARTERLY)

95% OF YOUR DEPOSIT IS GUARANTEED

WE WILL COVER LOSSES BEYOND 5% WITH OUR OWN FUNDS AFTER 12 MONTH PERIOD.

1
10
50000
Standard
from 20% per annual*

Asset manager, according to investment declaration, uses client’s capital to purchase, sell short equities, ETFs, ETNs (including on-margin) with implied volatility of no more than 20%

Any one position cannot be worth more than 33% of client’s portfolio (including margin). Asset manager does not have to allocate all of the available cash on clients account, and determines any position size below 33% mark.

In case of losses, after 12 months under management, Asset Manager guarantees to cover any losses beyond 10% of original capital. (Sum of all deposits, net of all withdrawals).

no less than 2 positions per portfolio

MEDIUM – MEGA CAP, ETF 1Х-2Х
LONG AND SHORT POSTIONS – WRITING COVERED OPTIONS
HIGH LIQUIDITY
MEDIUM VOLATILITY
INVESTMENT PERIOD: 1 YEAR +
ANNUAL MANAGEMENT FEE: 0%
SUCCESS FEE: 35% OF POSITIVE P&L (QUARTERLY)

90% OF YOUR DEPOSIT IS GUARANTEED

WE WILL COVER LOSSES BEYOND 10% WITH OUR OWN FUNDS AFTER 12 MONTH PERIOD

1
10
50000

*Projected profits are not guaranteed. Investing in publicly traded stocks comes with a certain degree of risks which cannot be foreseen. Projected investment returns are calculated according to our previous results. Barna Capital Group reserves the right to use other investing instruments (not mentioned above) in order to protect capital from losses. Minimum investment period: 12 months from the moment of funding. Minimum deposit: $100 000 USD or an equivalent amount in other currency. Withdrawals: since we make all investments on client’s personal brokerage accounts, only the client has access to their funds and can make withdrawals or deposits at any time.

Asset manager, according to the chosen investment program, invests the funds through clients account on the stock exchange. The choice of the exchange depends on the program and the base currency chosen by the client. We specialize in US stock exchanges, but do not limit ourselves to them. Our professional managers have a wide experience on American, Russian and currency exchanges. Dynamic account management: according to the dynamics of markets, the manager regularly modifies the positions in the client's portfolio at his own discretion. We use our original system of integration of equities and options for successful management results.


All of our trades can be seen through clients own Account management page on brokers website, of through the brokers trading platform. Broker will also send out a thorough statement daily, monthly and quarterly.