Minerva Investment Management Society

Fund Update · Multi Asset Global Opportunities Fund

Multi Asset Global Opportunities - April 2020

· Portfolio Management · Multi Asset Global Opportunities Fund

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Summary

MIMS – Multi Asset Global Opportunities Fund is an actively-managed fund by Minerva Investment Management Society, based on environmental, social, and governance (ESG) criteria.

The ultimate goal of this Fund is to achieve long term growth whilst controlling volatility. To that end, this portfolio will be comprised of a multitude of highly diversified securities with the possibility, in exceptional cases, to take short term speculative positions. To ensure high diversification, the Fund is spread across geographies, industry and asset classes, and is built through stock picking, based on fundamental analysis and macroeconomic views. In total, the asset allocation will aim to include 30 different securities with a risky component amounting to maximum 60% of the portfolio value, compliant with ESG criteria. In order to defend against negative market impacts, 20% is to be allocated into debt securities through various bonds. The remaining 20% comprises 5% in commodities, 10% in real estate and alternative investments, and 5% cash. Derivative securities are intended to be used for hedging purposes only.

Authors

  • Chiel DupontPortfolio Manager
  • Andrea SalaPortfolio Manager
  • Francesco BaianoPortfolio Analyst
  • Mirko BattiniPortfolio Analyst
  • Daniel de BruijnPortfolio Analyst
  • Antonia CicalaPortfolio Analyst
  • Maria D’AmatoPortfolio Analyst
  • Giacomo ManderPortfolio Analyst
  • Giovanni MarcatoPortfolio Analyst
  • Lorenzo MironePortfolio Analyst
  • Claudio NapoliPortfolio Analyst
  • Raffaele ZhuPortfolio Analyst
  • Alessandro PatriziHead of Asset Management
  • Icaro BaragliaHead of Portfolio Management

Details

Published
23 April 2020
Division
Portfolio Management
Fund
Multi Asset Global Opportunities Fund
Type
Fund Update
Pages
10
Authors
14

Cite this report

Minerva Investment Management Society (2020). Multi Asset Global Opportunities - April 2020. Portfolio Management. https://minervaims.org/archive/multi-asset-global-opportunities-april-2020

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