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Mediobanca SGR launches active allocation strategy in Italy

Mediobanca SGR launches active allocation strategy in Italy
  • Eugenia Jiménez
  • Eugenia Jiménez
  • @eugeniajjimenez
  • 05 November 2019
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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:

Related articles

  • Mediobanca expands open-ended funds range
  • CheBanca! signs distribution agreement with RAM Active Investments
  • Italian asset manager Mediobanca SGR launches multi-asset fund range
  • Mediobanca SGR expands investment advisory with one hire
  • 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. 

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