iMGP Italian Opportunities N EUR header image

iMGP Italian Opportunities N EUR

Fund

ISIN LU0133192608 / Valor 1289194

NAV (2025-02-12)
EUR 348.45-0.15%

iMGP Italian Opportunities N EUR
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General Objective

The fund aims to generate capital gains primarily by investing in shares of Italian companies. At least two-thirds of the fund's assets are invested in equities issued by companies based in Italy, and at least 75% in equities issued by companies in the EU, Norway, or Iceland. The fund employs a bottom-up, fundamental research process that integrates ESG factors to evaluate a company's financial risks.

Fund Exposure

The fund is exposed to European equities, with a focus on Italian companies. It invests in companies based in Italy and other EU member states, Norway, or Iceland. The fund's investment style is actively managed but not benchmarked, with limited use of derivatives for hedging purposes only.

Risks

The fund's risks include market volatility, currency fluctuations, and potential losses due to company-specific factors. As an actively managed fund, there is a risk of underperformance compared to benchmarked funds. Additionally, investing in equities can result in capital loss due to market fluctuations.

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Source

https://www.imgp.com/de/imgpfunds/fund/LU0069164738

Tags:
italian companies pir

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OTHER SHARE CLASSES OF THIS FUND

iMGP Italian Opportunities I EUR
iMGP Italian Opportunities I EUR iMGP Italian Opportunities I EUR Valor: 11663565
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 3,073.78
iMGP Italian Opportunities C EUR
iMGP Italian Opportunities C EUR iMGP Italian Opportunities C EUR Valor: 500381
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 73.31
iMGP Italian Opportunities I EUR 2
iMGP Italian Opportunities I EUR 2 iMGP Italian Opportunities I EUR 2
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 1,169.69