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Principal invests in parts of OICR of UCITS, of which the investment policy is compatible with this fund's. The investment also goes to OICR not UCITS and other relevant OICR. This fund could also invest in depositary bank. Geographic area: significantly in the countries of UE, in other European countries, North America, and in developing countries. Category of issuing: OICR of UCITS or non-UCITS, relevant UCITS. The investment policy in the equity component is based on the specialization of OICR' management. The selected OICR are managed by main companies that proved with quality, continuous good results, persisting wonderful performance, communication transparency, study with the probable evolution of the variable macroeconomic environment; for the bond component with the prevision of the interest tread and evolution, the change of issuing quality will happen. In the selections of financial instruments in foreign currency, the risk factor of changing will be considered.
Name | Title | Since | Until |
---|---|---|---|
Massimo Verzani | - | 2019 | Now |
Gabriele Montalbetti | Vice President, Portfolio Manager | 2015 | Now |
Biography | Gabriele Montalbetti: laureato in ingegneria, ha conseguito un Master in Business Administration e la certificazione Chartered Financial Analyst (CFA). Ha maturato la propria esperienza professionale inizialmente nel settore della consulenza e successivamente presso Banca JP Morgan in qualità di gestore di portafoglio, raggiungendo la qualifica di Vice President. Non ricopre attualmente cariche esterne significative per l’attività svolta dalla Società. | ||
Paolo Longeri | - | 2015 | 2019 |
Enrico Vaccari | - | 2013 | 2015 |
Maurizio Vitolo | - | 2013 | 2015 |
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