Fund Update · Diversified Passive Selection Fund
Diversified Passive Selection Fund - October 2025
· Portfolio Management · Diversified Passive Selection Fund
Summary
The objective of the Diversified Passive Selection Fund is to achieve long-term capital appreciation while maintaining a controlled level of risk. The fund invests in a diversified range of ETFs and ETCs, aiming to provide passive exposure and closely track selected benchmarks across multiple asset classes.
The investment approach is primarily top-down, driven by macroeconomic research and market expectations to identify opportunities across sectors, geographies, and yield curve segments. While the fund maintains a stable core allocation, tactical adjustments are implemented to adapt to evolving geopolitical and economic conditions. These rebalancing actions are essential to realign portfolio weights and preserve the fund’s strategic positioning over time.
Authors
- Filippo ForzanPortfolio Manager
- Matteo De GuidiPortfolio Analyst
- Daniele StellaPortfolio Analyst
- Gian Nicola BudaPortfolio Analyst
- Anton MichelsPortfolio Analyst
- Gabriele TrainaPortfolio Analyst
- Michele D’AndrilliPortfolio Analyst
- Matteo CaligarisPortfolio Analyst
- Daniele BiondiHead of Asset Management
- Michele RinaldiHead of Portfolio Management
Details
- Published
- 3 November 2025
- Division
- Portfolio Management
- Fund
- Diversified Passive Selection Fund
- Type
- Fund Update
- Pages
- 4
- Authors
- 10
Cite this report
Minerva Investment Management Society (2025). Diversified Passive Selection Fund - October 2025. Portfolio Management. https://minervaims.org/archive/diversified-passive-selection-fund-october-2025
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