Mediobanca Systematic Diversification

Features

Flexible sub-fund subject to controlled volatility which invests in the equity and bond markets, with the objective of keeping the contribution to the risk of the underlying balanced. Asset allocation responds flexibly  to the trends and the market opportunities with a  systematic investment process. The Sub-fund uses an Asset Allocation rule based on “Risk Parity”, a management approach that focusses on the allocation of risk and not on the allocation of weights, with the goal of building a genuinely balanced portfolio The investment in individual asset classes is made through the construction of “smart beta” portfolios, i.e. portfolios constructed with alternative weighting methods from market standards, which make it possible to obtain the best risk/return ratio, thanks to diversification that cannot be achieved through ratios constructed by capitalisation.

NAV PRICE

Mediobanca Systematic Diversification
Date05/16/2024
PriceShare119.199 €
Historical data
Date
Value €
05/15/2024
118.877
05/14/2024
118.8
05/13/2024
118.827
05/10/2024
118.633

Mediobanca Systematic Diversification
Date05/16/2024
PriceShare121.377 €
Historical data
Date
Value €
05/15/2024
121.048
05/14/2024
120.968
05/13/2024
120.995
05/10/2024
120.795

NOTICES
PERFORM. SCENARIOS

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910

 

PAST PERFORM.

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910