English to Italian Bus/Financial Investment / Securities Consigli per gli investim

Main Fund Characteristics

Investment universe: Global equities, bonds, money markets and currencies including HY across markets and without any regional bias

Investment objectives include total return, whereby there is max 10% drawdown (in a calendar year)* and max 10% p.a. volatility*

The Instruments used are mainly direct securities, derivatives, funds/ETFs up to 10% max and all instruments currently used are listed
A ** 3 tier portfolio structure ** – flexible and stable

Core (capital preservation assets acting as a buffer to reduce downside risk)
Stable Income base (dividend stocks and credit providing a steady stream of income over time)
Tactical/strategic Overlay (mainly futures and direct securities respectively