Key Information

Risk Indicator :
1 2 3 4 5 6 7


Investment universe
mainly private debt

Performance objective
6% to 7% per annum

Volatility objective
% to % per annum

Investment horizon
>3 years

Description

  • Legal form: Fund RAIF

  • An opportunistic investment strategy that favors the following financial instruments:

    • private debt sino al 75% del patrimonio del fondo

    • investments in traditional bond assets, but with a focus on the high-yield, short-term debt segment

    • issues denominated exclusively in euros

  • Minimum investment of 125.000 Euro

  • Be careful, this product is reserved for a discerning clientele, because of the nature of the instruments present in the portfolio, the liquidity and the valuation frequency of this investment support.

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.