13 Mag MIMS – MULTIASSET GLOBAL OPPORTUNITIES FUND (REPORT MAY 2022)
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.
The diversification of the fund across asset classes ensured its resilience over the past six months, returning a flat performance over the same period. In the new allocation, more space has been given to the green transition and new stocks have been included.Download PDF