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.
AISM seeks to create positive returns through the integration of environmental, social and governance criteria in its investment process
AISM has developed its internal policies and investment processes to ensure that the companies the funds invest in meet its expectations in terms of sustainability.
