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Assogestioni Category: Bonds
A bond management line with a short-term holding period (18 months) and a low risk profile. Management aims to invest liquidity in bonds issued by European companies and governments with floating interest rates. The line is characterised by limited volatility and the short duration of investments.
Minimum recommended assets under management: €500,000
| BONDS |
Up to 100% of invested assets* |
| SHARES | … |
| UNITS/SHARES IN CIUs | No more than 30% of invested assets |
| DERIVATIVE INSTRUMENTS | … |
| Financial leverage |
1 |
| Benchmark | 100% Italy Govt Bonds Capitalization (BOT MTS) |
| Annual management commission: |
0.2% |
| Performance commission: |
20% of appreciation of investment |
| *: of which investments in structured and convertible debt securities may not exceed 25% | |
