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Assogestioni Category: Equities
An equity management line with a long holding period (over 60 months) and a high risk profile. The managers aim to select financial instruments from world equity markets offering the greatest development potential in the medium term: both securities of listed companies and units of CIUs offered by leading international management firms are employed. The investment goal is to obtain high return while assuming high potential risk.
Minimum recommended assets under management: 250,000 Euro
| BONDS |
Up to 30% of invested assets* |
| SHARES | No less than 70% of invested assets |
| UNITS/SHARES IN CIUs | Up to 100% of invested assets |
| DERIVATIVE INSTRUMENTS | No more than 30% of invested assets |
| Financial leverage |
1 |
| Benchmark | 25% Standard & Poor's 100 in Euro 45% Dow Jones Stoxx 50 in Euro 10% Nikkey 225 in Euro 20% Italy Govt Bonds Capitalisation (BOT MTS) |
| Annual management commission: |
1.5% |
| Performance commission: |
20% of appreciation of investment |
| *: of which investments in structured and convertible debt securities may not exceed 5% |
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