Capital Two

Capital Two is an open-end equity fund with a public offering, which means that the fund’s assets are invested in equity securities (i.e. domestic and foreign stocks), while a smaller portion of assets are invested in debt instruments and money market instruments.

Investment Goals For The Fund
The Fund’s investment objective is to enable investors to gain exposure to various liquid and steadily rising companies, as well as specific branches of the regional and world economy at large, culminating in attractive long-term yields.

Investor Profile
The investment fund is designed for investors who wish to maximize their investment return, relative to other investment opportunities currently available in the market (i.e. bond and mixed strategy funds).

By investing in the fund, investors will own the representable amount of shares (i.e. according to amount invested) in a diversified portfolio of predominantly equity securities, instruments with a fixed yield, as well as other financial instruments – in this way investors can appropriately disperse and diversify their risk exposure, as opposed to merely investing in single stocks, which carries a higher risk.

With regards to the aforementioned investment strategy, it is recommended that invested capital remain invested in the fund for up to three years or more.
  Capital Two Annual Financial Statements 2011