GENERALI INVESTMENTS SICAV GLOBAL MULTI ASSET INCOME

Celebrating 1-year of generating income – for today & tomorrow
Featured Funds 17/01/2018

One year ago, on 21 December 2016, the Generali Investments SICAV (GIS) Global Multi Asset Income subfund was launched to answer to the growing demand of combining attractive income levels and capital growth potential.

We think that generating income through a risk managed Multi-Asset investment strategy is the right way to invest for investors interested in diversifying their sources of yields while seeking capital growth in a volatility control framework.

Celebrating its 1-year anniversary, the fund met its objective by generating and distributing a net income of 4% per annum with a maximum volatility target of 6% over 12-month rolling period.

1 year achievements!

0

return

(BX Share Class)

0

volatility

0

income per annum (net)

distributed quarterly

MANAGEMENT TEAM

Person

Cédric Baron

Head of Multi Asset Strategies, Lead Portfolio Manager

14 years of industry experience

 

RELATED INSIGHTS

PDF

GIS Global Multi Asset Income

Find out more about the sub-fund in the latest factsheet.

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PDF

Q&A with the fund manager

Read Cédric’s views on 2018 opportunities.

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PDF

Right outcome & real income: a Multi-Asset approach

Read our insights article.

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Disclaimer

Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 21.12.2017. Please be aware that the Risk and Reward Profile of the sub-fund is “category 4” as indicated in the KIID due to its diversified exposure to equity markets and to interest rate.

Past performance provides no guarantee for the future. No express or implied liability or guarantee is assumed that the future performance will correspond to the performance described above. The value of and income from fund units or sub-fund units ("Units") may rise or fall. No guarantee can be assumed that the investment objectives of the sub-fund will be achieved. The performance of and income from the Units have to be reduced by costs and taxes. Legal information concerning products, in particular the prospectus, is available from Generali Investments Europe S.p.A. Società di gestione del risparmio or on the website: www.generali-investments.com or on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website www.generali-investments.lu or by distributors. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice.

GIS Global Multi Asset Income is a subfund of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Europe S.p.A. Società di gestione del risparmio. The information contained in this document is only for general information on products and services provided by Generali Investments Europe S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Europe S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the subfund presents a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-invest.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-investments.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments.lu), and by distributors.

Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche.

Generali Investments is a commercial brand of Generali Investments Europe S.p.A. Società di gestione del risparmio.