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Assogestioni Category: Equities
The euro equity line has a high risk profile and a long holding period (over 60 months). The portfolio is managed actively. Its investment approach is founded on two fundamental considerations: the inclusion of a security in the portfolio is evaluated on the basis of the selected company’s balance sheet situation and earnings prospects. Considerable deviance from the benchmark in the short term and holding large amounts of liquidity in order to be in a position to seize opportunities offered by market movements in a timely manner are possible strategies consistent with the management style. The investment goal is to obtain high return while assuming high potential risk.
Minimum recommended assets under management: 500,000 Euro
| BONDS |
Up to 50% of invested assets* |
| SHARES | No less than 50% of invested assets |
| UNITS/SHARES IN CIUs | No more than 40% of invested assets |
| DERIVATIVE INSTRUMENTS | No more than 30% of invested assets |
| Financial leverage |
1 |
| Benchmark | 90% Dow Jones EuroStoxx 50 10% 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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