Mediobanca SGR launches active allocation strategy in Italy

Eugenia Jiménez
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Mediobanca SGR launches active allocation strategy in Italy

Mediobanca SGR, the asset management division of the Italian Mediobanca Group is expanding its fund offering with the launch of an Italian open-ended investment fund with a six years duration.

Mediobanca Active Allocation pursues its investment objectives through the dynamic and active combination of two strategies:

  • Global Dynamic multi-asset strategy: it is based on an analysis approach of the main asset classes with the possibility of investing up to 100% of the portfolio in a specific asset class.
  • Long/short strategy: it is based on a sector analysis approach of different stock markets and on the development of relatively attractive indicators considering the main market dynamics, while determining a neutral position in terms of equity markets exposure.

In bull market phases the fund will mainly invest in riskier asset classes (Global Dynamic multi-asset strategy) while during bear market periods,the weight of non-directional strategy will be overweighted.

The Fund will be distributed through CheBanca! and Mediobanca Private Banking. 

Eugenia Jiménez
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Eugenia Jiménez

Eugenia Jiménez speaks Spanish and is Iberia Correspondent for Investment Europe covering Spain & Portugal, as well as Italy.