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.