Minerva Investment Management Society

Fund Update · Multi Asset Global Opportunities Fund

Multi Asset Global Opportunities - December 2021

· 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 portfolio is to achieve long-term growth whilst controlling volatility. To that end, this fund will be comprised of a multitude of securities with the possibility, in exceptional cases, to take short term speculative positions. Hedging positions might be implemented through financial derivative instruments. To ensure diversification, this virtual portfolio is spread across geographies, sectors and asset classes, and is built through fundamental analysis, ESG integration and macroeconomic views. In total, the asset allocation will aim to include around 40 different securities with a changing risky component to take advantage of contingent market conditions. The dynamic asset allocation prevents us from using a reference benchmark. The portfolio will be rebalanced every six months, with exceptional reviews to position for market shocks. The holdings only include instruments from the public markets, spread across equity, fixed income, real estate and commodities. ETPs might be considered to take additional exposures to niche markets.

Authors

  • Matteo TurriPortfolio Manager
  • Julia Garcia-PelayoPortfolio Analyst
  • Matteo PellandinoPortfolio Analyst
  • Francesco SorbonePortfolio Analyst
  • Edoardo ToneattiPortfolio Analyst
  • Lorenzo VitileiaPortfolio Analyst
  • Marco GortanHead of Asset Management
  • Raffaele De CiccoHead of Portfolio Management

Details

Published
11 December 2021
Division
Portfolio Management
Fund
Multi Asset Global Opportunities Fund
Type
Fund Update
Pages
14
Authors
8

Cite this report

Minerva Investment Management Society (2021). Multi Asset Global Opportunities - December 2021. Portfolio Management. https://minervaims.org/archive/multi-asset-global-opportunities-december-2021

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