The objective of the fund is to generate positive returns over and above the global fixed income market. The fund is actively managed against the benchmark index Bloomberg Barclays US Aggregate 1-3 Years.
Consistency with the benchmark through a core basket of investment grade bonds. Active management through limited exposure to high yield and off-benchmark securities maintaining low duration, quality and diversification.
To improve on benchmark returns through selection of Government and Corporate fixed income securities based on fundamental analysis.
Strategic and tactical views are taken in three main directions:
The objective of the fund is to generate mid-single digit return by integrating ESG principles.
A top-down analysis of macro-economic variables to define the interest rates curve and overall duration exposure. A bottom-up analysis based on a fundamental assessment of issuers and single bonds to identify specific industry, country or rating opportunities.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Maintain a high quality of ratings in terms of environmental impact, social policies, and governance, integrated on four pillars: Exclusion, Best-in-class, Positive impact, Activism.
The objective of the fund is to generate high-single digit return across a business cycle by integrating ESG principles.
A top-down analysis of macro-economic variables to define the geographical exposure, the market cap and the sector allocation. The bottom-up quantitative and fundamental analysis to define the exposure towards specific stocks and/or industries.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Invest in companies with strong ESG practices and may exclude companies on the basis of the involvement in environmental damage, corruption, human rights issues or inappropriate labour practices.
The objective of the fund is to generate mid-high single digit return maintaining low volatility compared to the European equity market by incorporating ESG principles and PAI.
European Long-Short. Generate alpha from long and short positions.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 9.
Dynamic allocation to face different market’ environments, quantitative screening and bottom-up approach through fundamental analysis.
The objective of the fund is to generate mid-high single digit return maintaining controlled volatility compared to the global equity market by integrating ESG principles.
Global Long-short. Generate alpha through two different pillars: L/S equity and Tactical.
ESG philosophy integrated in the decision-making process. Compliance with SFDR Article 8.
Different approach for two different pillars:
