GENERALI INVESTMENTS SICAV
GENERALI INVESTMENTS SICAV
At Generali Investments, we follow an active strategy to manage government bond portfolios and aim to generate positive excess return vs benchmark’s with a moderate level of relative risk.
We are happy to announce that the Generali Investments Sicav (GIS) Euro Bond, Euro Bond 1-3 years and Euro Bond 3-5 sub-funds' remarkable performances have been recognized with Lipper Fund Awards 2018 in France, the UK, Germany, Austria and at European level.**
Lipper Fund Award 2018** for GIS Euro Bond DX Acc in the category “Bond EMU Government” in Austria, France, Germany, the UK and at European level for its performance over 5 years.
Lipper Fund Award 2018** for GIS Euro Bond 1-3 Years DX Acc in the category “Bond EMU Government Short Term” in France for its performance over 3 and 5 years.
Lipper Fund Award 2018** for GIS Euro Bond DX 3-5 Acc in the category “Bond EMU Government Medium Term” in France for its performance over 3 years.
GIS Euro Bond BX share overperformance vs. the benchmark
from Lipper in 2018**
Senior Fixed Income Fund Manager
A fixed income specialist with over 20 years of industry experience, Mauro Valle joined Generali Group in 1994, as an analyst and a fixed income portfolio manager for Generali Investments.
CFA Charterholder, Mauro holds a Master in Business Administration from Clemson University (USA) and a Degree in Economics.
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*Cumulative excess return over 3 years for GIS Euro Bond BX (+6.03%) against its benchmark J.P. Morgan EMU Index (1.92%) as at 28.02.2018. The performance shows the performance net of fees and expenses for the relevant share class over the reference period. All performance figures reflect the reinvestment of dividends and do not take into account the commissions and costs incurred on the issue and redemption of shares. Please remember that past performance is not a guide for future performances and it may be misleading. Investing in fund and sub-funds involves risks including the possible loss of capital.
** Lipper Fund Awards 2018 notified for the following subfunds: GIS Euro Bond, GIS Euro Bond 1-3 years and GIS Euro Bond 3-5 years over 3 and 5 years in France, the UK, Germany, Austria and at European level over different periods. Detailed information on the Lipper Fund Awards and the methodology can be found here: http://lipperfundawards.com/Default.aspx
*** Data as at 28.02.2018 for the sub-funds our GIS Euro Bond, GIS Euro Bond 1-3 Years, GIS Euro Bond 3-5 and GIS Euro Short Term Bond.
Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 28.02.2018. Please be aware that the Risk and Reward Profiles of the sub-funds are:
GIS Euro Bond, GIS Euro Bond 1-3 Years, GIS Euro Bond 3-5 Years and GIS Euro Short Term Bond are subfunds 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 subfunds present 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-investments.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.