Minerva Investment Management Society

Fund Update · Diversified Passive Selection Fund

Diversified Passive Selection Fund - May 2025

· Portfolio Management · Diversified Passive Selection Fund

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Summary

The Diversified Passive Selection Fund aims to achieve long-term growth while maintaining moderate volatility. The fund’s portfolio includes a range of ETF products, providing broad diversification across both key asset classes and geographic regions. Asset allocation is guided by macroeconomic analysis and the identification of fundamental growth drivers in the current market landscape.

Last semester, the fund recorded a negative performance (-7.7%), mainly driven by the overall drop in value and huge level of volatility witnessed in the markets at the beginning of 2025.

As we face a period characterized by great market uncertainty and rising geopolitical tensions, with the potential for an economic slowdown due to the strengthening of reciprocal tariffs, this semester we focused on the selection of assets which could offer greater stability under these conditions. In this way, we aim not only at preserving our commitment to a conservative investment approach and careful risk management, but also at being well positioned to benefit from selective market opportunities.

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Details

Published
14 May 2025
Division
Portfolio Management
Fund
Diversified Passive Selection Fund
Type
Fund Update
Pages
14
Authors
10

Cite this report

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

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