Midas Patrimonial
A conviction based fund invested according to a « multi-asset » approach, with the ambition to optimize the risk/return profile.
STOXX 50 | 3 689,99 |
1,15 % |
FTSE 100 | 7 238,37 |
1,41 % |
CAC 40 | 5 866,77 |
1,12 % |
EUR-USD | 1,10 |
-0,55 % |
GBP-USD | 1,31 |
-0,40 % |
Dow Jones | 27 973,32 |
1,07 % |
S&P500 | 3 146,30 |
0,93 % |
NASDAQ | 8 649,70 |
0,92 % |
Bovespa | 111 510,00 |
0,66 % |
EUR-USD | 1,10 |
-0,55 % |
USD-JPY | 108,73 |
-0,01 % |
US 10-year | 1,82 |
1,50 % |
Gold | 1 467,40 |
-1,06 % |
NIKKEI | 23 525,00 |
0,84 % |
HANG SENG | 26 498,37 |
1,07 % |
S&P/ASX 200 | 6 707,00 |
0,36 % |
CSI 300 | 3 902,39 |
0,59 % |
AUD-USD | 0,68 |
-0,08 % |
USD-JPY | 108,73 |
-0,01 % |
A conviction based fund invested according to a « multi-asset » approach, with the ambition to optimize the risk/return profile.
Legal form: Fund UCITS V
“Multi-Asset” and “multi-currency” approach while focusing on liquid investments, mainly stocks and bonds.
At least 50% of the Fund invested in bond assets.
Balance invested according to market opportunities and our macroeconomic scenario.
The fund’s investment process requires companies and securities to be selected also on environmental, social and governance (ESG) criteria which are compliant to our active mixed approach (negative screening, best in class, ESG integration and engagement) as defined in our responsible investment policy.