Objective

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.

Strategy

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.

Philosophy

To improve on benchmark returns through selection of Government and Corporate fixed income securities based on fundamental analysis.

Approach

Strategic and tactical views are taken in three main directions:

Objective

The objective of the fund is to generate mid-single digit return by integrating ESG principles.

Strategy

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.

Philosophy

ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.

Approach

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.

Objective

The objective of the fund is to generate high-single digit return across a business cycle by integrating ESG principles.

Strategy

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.

Philosophy

ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.

Approach

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.

Objective

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.

Strategy

European Long-Short. Generate alpha from long and short positions.

Philosophy

ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 9.

Approach

Dynamic allocation to face different market’ environments, quantitative screening and bottom-up approach through fundamental analysis.

Objective

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.

Strategy

Global Long-short. Generate alpha through two different pillars: L/S equity and Tactical.

Philosophy

ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.

Approach

Different approach for two different pillars:

Contact us
Contacts

21 Rue Aldringen
L-1118 Luxembourg
Tel: +352 27 85 47 1

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