Minerva Investment Management Society

Fund Update · Diversified Passive Selection Fund

Diversified Passive Selection Fund - March 2025

· 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. The fund’s portfolio consists of a carefully selected mix of ETF products, with a strong emphasis on diversification across key asset classes and geographies. The asset allocation strategy is grounded in macroeconomic analysis and the identification of fundamental drivers of growth within the prevailing market environment, enabling a disciplined and strategic approach to portfolio construction.

Given the fund’s active and dynamic investment strategy, the continuous evolution of the macroeconomic environment and geopolitical landscape plays a pivotal role in shaping portfolio allocation.

This adjustment report serves as a critical tool in ensuring that the Diversified Passive Selection Fund remains strategically aligned in an ever-changing market. Regular rebalancing and allocation adjustments are essential to capitalizing on emerging opportunities while effectively managing risks. These targeted portfolio modifications contribute to maintaining an optimal allocation, while ensuring a well-diversified exposure across regions and sectors.

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Details

Published
4 April 2025
Division
Portfolio Management
Fund
Diversified Passive Selection Fund
Type
Fund Update
Pages
4
Authors
6

Cite this report

Minerva Investment Management Society (2025). Diversified Passive Selection Fund - March 2025. Portfolio Management. https://minervaims.org/archive/diversified-passive-selection-fund-march-2025

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