MIMS – Multi-Asset Global Opportunities Fund (Report December 2023)

The ultimate goal of this Fund is to achieve long-term growth whilst controlling volatility. To that end, this portfolio comprises 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, industries, and asset classes, and is built through stock picking, based on fundamental analysis and macroeconomic views.

Last semester the fund achieved a positive performance (+3.42%), mainly due to the bond allocation of the portfolio, thanks to the compression of spreads and the reduction in longer-end yields. This semester, considering that the scenario has remained almost unchanged, we hold our view for a conservative approach.

Check out the report to know more about our bond and stock picks for the next six months!