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Assogestioni Category: Equities
The line aims to achieve a high return with high potential risk through a high degree of diversification of instrument types employed and management styles. It has the following characteristics: a long holding period (over 60 months), a high risk profile, and predominant use of units and/or shares in CIUs that invest in all of the main euro area equity and bond markets.
Minimum recommended assets under management: 100,000 Euro
| BONDS |
Up to 30% of invested assets* |
| SHARES | Up to 100% of invested assets |
| UNITS/SHARES IN CIUs | Up to 100%, of which investments in bonds may not exceed 30% |
| DERIVATIVE INSTRUMENTS | Up to 30% of invested assets |
| Financial leverage |
1 |
| Benchmark | 30% MIB R 50% Dow Jones EuroStoxx 50 20% Italy Govt Bonds Capitalisation (BOT MTS) |
| Annual management commission: |
1% |
| Performance commission: |
No performance commission |
| *: of which investments in structured and convertible debt securities may not exceed 5% |
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