Minerva Investment Management Society

Fund Update · Diversified Passive Selection Fund

Diversified Passive Selection Fund - May 2021

· Portfolio Management · Diversified Passive Selection Fund

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Summary

The Passive Fund is composed by a number of Exchange Traded Funds selected by Minerva Investment Management Society, reflecting the output of the research of the Passive Portfolio Team. These ETFs aim to replicate as closely as possible the performance of a basket of securities with specific common properties, thus being effective instruments for investors who wish to express a certain view on industry sectors or economic trends whilst to capturing as little idiosyncratic risk as possible. Each ETFs was carefully chosen in line with the macroeconomic outlook. Our allocation is based on a diversification process achieved among geographies, asset classes and sectors.

Authors

  • Maria D’AmatoPortfolio Manager
  • Eleonora Di VeroliPortfolio Analyst
  • Marco GortanPortfolio Analyst
  • Andrea TagliettiPortfolio Analyst
  • Roberto RainonePortfolio Analyst
  • Julia Garcia-PelayoPortfolio Analyst
  • Icaro BaragliaHead of Asset Management
  • Edoardo CorderoHead of Portfolio Management

Details

Published
7 May 2021
Division
Portfolio Management
Fund
Diversified Passive Selection Fund
Type
Fund Update
Pages
13
Authors
8

Cite this report

Minerva Investment Management Society (2021). Diversified Passive Selection Fund - May 2021. Portfolio Management. https://minervaims.org/archive/diversified-passive-selection-fund-may-2021

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