The objective of the fund is to generate steady returns over a market cycle through a diversified allocation.
To reach the objective through different non-traditional strategies such as Equity Hedge, Global Macro, Systematic/CTA, Event Driven.
Provide stable returns in different market environments through multiple market factors.
To achieve capital appreciation and preservation in the medium term through adaptation to a variety of market conditions and opportunities.
The objective of the fund is to generate positive returns over and above the global fixed income market. The fund is actively managed against the benchmark index Bloomberg Barclays US Aggregate 1-3 Years.
Consistency with the benchmark through a core basket of investment grade bonds. Active management through limited exposure to high yield and off-benchmark securities maintaining low duration, quality and diversification.
To improve on benchmark returns through selection of Government and Corporate fixed income securities based on fundamental analysis.
Strategic and tactical views are taken in three main directions:
The objective of the fund is to generate mid-single digit return by integrating ESG principles.
A top-down analysis of macro-economic variables to define the interest rates curve and overall duration exposure. A bottom-up analysis based on a fundamental assessment of issuers and single bonds to identify specific industry, country or rating opportunities.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Maintain a high quality of ratings in terms of environmental impact, social policies, and governance, integrated on four pillars: Exclusion, Best-in-class, Positive impact, Activism.
The objective of the fund is to generate high-single digit return across a business cycle by integrating ESG principles.
A top-down analysis of macro-economic variables to define the geographical exposure, the market cap and the sector allocation. The bottom-up quantitative and fundamental analysis to define the exposure towards specific stocks and/or industries.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Invest in companies with strong ESG practices and may exclude companies on the basis of the involvement in environmental damage, corruption, human rights issues or inappropriate labour practices.
The objective of the fund is to generate mid-high single digit return maintaining low volatility compared to the European equity market by incorporating ESG principles and PAI.
European Long-Short. Generate alpha from long and short positions.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 9.
Dynamic allocation to face different market’ environments, quantitative screening and bottom-up approach through fundamental analysis.
The objective of the fund is to generate mid-high single digit return maintaining controlled volatility compared to the global equity market by integrating ESG principles.
Global Long-short. Generate alpha through two different pillars: L/S equity and Tactical.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Different approach for two different pillars:
To achieve positive performance with particular attention to risk control by minimizing losses and optimizing returns.
Diversification through a core basket of third-party funds, adopting a diversified, highly flexible management strategy that constantly keeps the level of risk under control.
Maximize the risk adjusted return on investments, over a long-term investment horizon.
Broad asset allocation determined by macro-economic analysis. Tactical views determined by short-term market outlook, fundamental analysis, sector valuation.
The objective of the fund is to generate absolute performance decorrelated from the global markets, maintaining low volatility. The fund aims to achieve an annualized performance target of between 3% and 5% with a volatility between 2% and 5%.
To reach the objective through a diversified basket of third-party equity and alternative funds and tactical views through ETFs.
Provide stable returns in different markets environments.
Broad asset allocation determined by macro-economic analysis. Tactical views determined by short-term market outlook, fundamental analysis, sector valuation.
