MUST

Investment Objective


The investment objective of the Sub-Fund is to achieve long-term capital growth through the investment primarily in transferable securities and financial derivative instruments.

Investment Policy


The Investment Manager shall invest either directly or through eligible collective investment schemes primarily in a diversified portfolio of listed transferable securities including equities; bonds (including corporate and sovereign bonds as well as other forms of securitised debt); currencies (through the use of futures and other FDIs which are quoted on regulated exchanges or traded in the OTC market); indices (including, but not limited to, the S&P 550, DAX, FTSE MIB, IBEX 35, EUROSTOXX50 and SMI) without having a high exposure to any one particular index; eligible ETFs; and eligible ETCs indirectly in the form of debt securities and collective investment schemes, consisting of energy, industrial metals and precious metal commodities.

Il gestore può anche investire in strumenti derivati (compresi futures, forward e swap) legati a titoli azionari, obbligazioni, valute ed indici. Il comparto può investire fino al 80% del patrimonio in titoli di credito e strumenti del mercato monetario, il 40% del patrimonio in titoli azionari, il 20% del patrimonio in FDI, il 50% del patrimonio in ETF e ETC.

Il processo di selezione è basato su una combinazione di analisi macroeconomiche e su un’accurata valutazione e ripartizione delle variabili macroeconomiche, con l’obiettivo di anticipare la direzione dei mercati specifici.

Si prega di contattarci per ulteriori dettagli in Italiano.