Last NAV 03.06.20
6.252
Performance YTD 03.06.20
-9.0 %
AUM 29.05.20
114.1 mln €
AUM class B 29.05.20
0.5 mln €

Identity Card
Line
Profiles
System
Sistema Forza
Macrocategory
Balanced
Assogestioni Category
Balanced Equity
Country
Italy
Inception date
04.01.10
ISIN code
IT0004539596
IBAN code
IT78S0347901600000801021600

Risk/return profile
The Fund has been classified in risk/reward class 5, because the annualized volatility of the weekly
Category may change over time For further details about risk profile please check the KIID

Rating profile
Morningstar Rating
CFS Rating
CFS Cost Rating

Overview

Investment Objective
Please read the corresponding Italian web page for the investment policy of the fund

Management style


This fund compares allocation choices and performances with an index or a reference basket (benchmark):
35.0%
Europe equity market  (MSCI Europe)
20.0%
US equity market  (MSCI USA)
20.0%
Emerging Markets monetary market  (MSCI Emerging Markets)
10.0%
Euro monetary market  (ICE BofA Euro Treasury Bill)
5.0%
Emerging Markets governative bond market  (JP Morgan EMBI Global Diversified - Hedged in EUR)
5.0%
Asia Pacific monetary market  (MSCI All Country Asia/Pacific)
5.0%
Euro high yield bond market  (ICE BofA BB-B Euro High Yield Constrained)

Management Team
Francesco Moreschi

Senior Portfolio Manager Multi Manager

Stefania Taschini

Responsabile Multi Manager

Nicola Tommasini

Portfolio Manager Multi-Manager

Data as at: 03.06.20
Figures in percentage. Returns for Italian-based funds and their benchmarks are gross of taxes, from July 1st, 2011 onward. The benchmark provided for foreign funds is a relevant market index (or basket of indexes), if not included in the Prospectus. Flexible funds do not have a benchmark, because of their flexible investment strategy. Funds' performances are total return, i.e. assume that dividends are reinvested.
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