A conviction based fund invested according to a « multi-asset » approach, with the ambition to optimize the risk/return profile.
Risk Indicator :
5% to 7% per annum
6% to 8% per annum
Legal form: Fund UCITS V
“Multi-Asset” and “multi-currency” approach while focusing on liquid investments, mainly stocks and bonds.
At least 50% of the Fund invested in bond assets.
Balance invested according to market opportunities and our macroeconomic scenario.
The fund’s investment process requires companies and securities to be selected also on environmental, social and governance (ESG) criteria which are compliant to our active mixed approach (negative screening, best in class, ESG integration and engagement) as defined in our responsible investment policy.
Midas Wealth Management has developed a range of UCITS funds managed according to a fundamental approach. We invest in equity and bond markets, mainly through individual lines. This is a true conviction-based management relying on a rigorous process of selection of financial instruments selection and which favors the valuation as well as the fundamentals of companies. In addition, we also offer the opportunity for our investors to invest in two specialised investment funds, that are registered under the RAIF format and dedicated to private debt and private equity.
MWM SICAV Bond Opportunities
A flexible bond management in order to seize opportunities offered on interest rate markets