Key Information

Risk Indicator :
1 2 3 4 5 6 7


Investment universe
Euro Zone stocks

Performance objective
Outperform the Euro Stoxx Total return Net EUR Index

Volatility objective

Investment horizon
>5 years

Description

  • Legal form: Fund UCITS V

  • A minimum gross exposure of 75% to Eurozone equities, which gives the fund an eligibility for PEAs in France.

  • A rigorous management process, based on a proprietary quantitative model combined with a qualitative analysis of the values of the universe.

  • 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.

  • An opportunistic approach to select companies of all sizes (small, medium and large caps).

  • Appetite for family-owned businesses.

  • A concentrated portfolio of 30 to 40 stocks.

Isin : LU1715158744 Creation Date : 15/11/2017

0,00 euros

0,00
0,00

Updated :
Midas Eurozone Equities I

Documents to download

Isin : LU1715158660 Creation Date : 15/11/2017

93,97 euros

0,31
15,27

Updated : 18.09.2019
Midas Eurozone Equities A

Documents to download

Our Funds

Midas Wealth Management has developed a range of UCITS funds managed according to a fundamental approach. We invest in equity and bond markets, mainly through individual lines. This is a true conviction-based management relying on a rigorous process of selection of financial instruments selection and which favors the valuation as well as the fundamentals of companies. In addition, we also offer the opportunity for our investors to invest in two specialised investment funds, that are registered under the RAIF format and dedicated to private debt and private equity.