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
Date03/28/2024
PriceShare119.323 €
Historical data
Date
Value €
03/27/2024
119.059
03/26/2024
119.164
03/25/2024
119.142
03/22/2024
119.139

Mediobanca Systematic Diversification
Date03/28/2024
PriceShare121.457 €
Historical data
Date
Value €
03/27/2024
121.187
03/26/2024
121.293
03/25/2024
121.269
03/22/2024
121.263

PERFORMANCE SCENARIOS

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910

 

PAST PERFORMANCE

Mediobanca Systematic Diversification

LU0488314948

Mediobanca Systematic Diversification

LU0668369910