Minerva Investment Management Society

Fund Update · Diversified Passive Selection Fund

Diversified Passive Selection Fund - December 2024

· Portfolio Management · Diversified Passive Selection Fund

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Summary

The goal of the Diversified Passive Selection Fund is to achieve long-term growth with the exposure to the moderate level of volatility. Portfolio of the fund combines the mix of ETF-products, offering well diversification among key asset classes and geographies. The focus of the asset allocation is based on the macroeconomic analysis and identification of the fundamental drivers of growth in the current market environment.

Last semester, the fund achieved a positive performance (+5.7%), mainly driven by the equity allocation of the portfolio. This semester, we focused on the portfolio composition based on the selection of the assets which should be more stable in conditions of market uncertainty and should capitalize on the recent trends on financial markets. With all that, we managed not only to preserve our commitment to conservative investment approach and careful risk management, but to remain positioned to benefit from selective market opportunities.

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Details

Published
20 December 2024
Division
Portfolio Management
Fund
Diversified Passive Selection Fund
Type
Fund Update
Pages
15
Authors
9

Cite this report

Minerva Investment Management Society (2024). Diversified Passive Selection Fund - December 2024. Portfolio Management. https://minervaims.org/archive/diversified-passive-selection-fund-december-2024

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