Minerva Investment Management Society

Fund Update · Multi Asset Global Opportunities Fund

Multi Asset Global Opportunities Fund - December 2024

· Portfolio Management · Multi Asset Global Opportunities Fund

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Summary

The goal of the Multi Asset Global Opportunities Fund is to achieve long-term growth while controlling volatility. It comprises a multitude of securities diversified across geographies, industries, and asset classes. The investment theses are built on a combination of top-down and bottom-up approaches, ensuring calculated exposure to long-term trends, macroeconomic shifts, and security-specific risk factors.

Last semester, the Fund achieved a positive performance (+1.37%), mainly driven by the Fixed Income component of the asset allocation. Our view on the current macroeconomic environment, geopolitical situation, and secular trends guided the rebalancing of the portfolio. We decided to combine a conservative approach centred on Fixed Income and stable industries, with speculative positions in specific high-potential securities.

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Details

Published
23 December 2024
Division
Portfolio Management
Fund
Multi Asset Global Opportunities Fund
Type
Fund Update
Pages
16
Authors
10

Cite this report

Minerva Investment Management Society (2024). Multi Asset Global Opportunities Fund - December 2024. Portfolio Management. https://minervaims.org/archive/multi-asset-global-opportunities-fund-december-2024

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