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Assogestioni Category: Equities
The Italian equity line has a high risk profile and a long holding period (over 60 months). The portfolio is managed actively. The investment approach is characterised by a strong “value” component, i.e. the selection of securities is always motivated by consideration of fundamentals (earnings, valuations, dividends) and weighted assessments drawing on time-tested techniques. An in-depth understanding of companies is obtained through direct contact with management and investor relators. Part of the portfolio may be invested in European securities in order to optimise the portfolio's risk/return profile. 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% MIB R 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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