Translation. Region: Russian Federation –
Source: Moscow Exchange – Moscow Exchange –
An important disclaimer is at the bottom of this article.
On November 10, 2025, the financial marketplace Finuslugi and the management company Alfa Capital began selling shares of the open-end mutual fund "Balanced Opportunities." The fund's portfolio is managed by Alexey Linetsky, author of the blog "Alexey Linetsky."
The fund invests in Russian company stocks, as well as government and corporate bonds. The portfolio's allocations are adjusted to the current economic situation. When market expectations improve, the share of stocks increases, while during periods of volatility, the emphasis shifts to bonds.
When establishing portfolio positions, the fund's creator focuses on fair value and predetermined target values. Decisions on trades and rebalancing are based on fundamental and technical analysis, behavioral factors, and macroeconomic indicators.
Igor Alutin, Senior Managing Director for Retail Business and the Finuslugi Marketplace at Moscow Exchange:
"The addition of new names to our signature funds is a direct reflection of investor demand. Each author brings promising strategies and personal expertise, as well as a vision for future securities market dynamics. We believe the Balanced Opportunities mutual fund strategy is optimal, as it includes both stocks and bonds in the portfolio. In this case, bonds look attractive in a high key rate environment, while stocks have growth potential should the Bank of Russia ease its monetary policy in the future."
Elena Chikulaeva, director of strategy at Alfa Capital Management Company:
"In a highly volatile market, balanced strategies are seeing increased demand. They offer an attractive diversification mechanism that allows you to capitalize on growth opportunities while strictly managing your risk levels. They offer a transparent and structured solution for investors focused on sustainable results."
The new fund is available to non-qualified investors. Shares can be purchased on the Moscow Exchange's Finuslugi marketplace, through the mobile app, and on the official website of Alfa Capital Asset Management. The total expense and fee limit stipulated by the fund's trust management rules is 2.6% of the average annual net asset value. There is no commission on the purchase or sale of shares.
The Balanced Opportunities mutual fund is a continuation of the proprietary strategies project launched in April 2025 with the goal of making investing more personalized and understandable. The fund is the seventh in a series that combines the experience of managers with the strategies of financial influencers.
Finuslugi is a money marketplace created by the Moscow Exchange. On Finuslugi, you can open bank deposits, take out cash loans, purchase mutual fund shares, public bonds from companies and Russian regions, as well as compulsory motor insurance (OSAGO), comprehensive motor insurance (CASCO), mortgage insurance, property insurance, and other products. You can top up your Finuslugi account commission-free using the Faster Payment System (FPS) 24/7. The service can be used regardless of region, anywhere in Russia and worldwide. Learn more on the website. http://finuslugi.ru.
Alfa Capital Management Company is one of the largest asset management companies in the market. Founded in 1996, Alfa Capital Management Company is a pioneer in managing assets for private, institutional, and corporate investors.
Contact information for media: 7 (495) 363-3232PR@moex.com
Please note: This information is raw content obtained directly from the source. It represents an accurate account of the source's assertions and does not necessarily reflect the position of MIL-OSI or its clients.