Algebris UCITS Funds plc - Algebris Core Italy Fund Rd EUR Inc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Algebris Core Italy Fund aims to generate risk-adjusted returns in the medium to long-term by investing in listed equity and credit of companies resident in Italy or with a permanent establishment in Italy.
Fund Exposure
The fund is primarily exposed to equity and debt instruments, including corporate bonds, preference shares, convertible securities, CoCo-Bonds, hybrid securities, and various other financial instruments. It focuses on Italian Securities, with at least 25% invested in companies not listed in the FTSE MIB index.
Risks
Investors should be aware of the risks associated with investing in the Algebris Core Italy Fund, including market risk, credit risk, currency risk, and the potential impact of using financial derivative instruments for hedging purposes. There is no guarantee of successful currency hedging, and investment in the fund may be more suitable for those with a medium to long-term investment horizon.