Symphonia Lux SICAV Azionario Attivo R Dis EUR

The Sub-fund's objective is long-term capital growth through a flexible investment approach. This is a flexible Sub-fund that seeks absolute return targets over a medium to long-term horizon with a high-risk profile. Investment strategy: The management style is flexible, and the investment philosophy focuses on achieving absolute returns in the medium term through the ongoing selection of financial instruments, including both directional assets (equities, bonds) and non-directional investment strategies. Investment choices are based on macroeconomic analysis to forecast trends and developments in interest rates and currencies, as well as on economic and financial analysis for selecting companies with the best growth prospects, with particular attention to industrial strategies, management quality, financial structure, and business model. Technical analysis is used as a complementary tool. UCITS and other UCIs subject to investment are selected and continuously monitored by managers based on (i) quantitative assessment of performance and composition of managed portfolios and (ii) qualitative assessment relating to management styles, investment policy, and research activity supporting investment decisions. Investment policy: In general, the main focus — also considering the name of the Sub-fund — will be on the equity component. However, under specific market conditions, the Delegated Investment Manager may deem appropriate to shift the allocation toward the bond component. The allocation of the Sub-fund's investments across asset classes — particularly between the equity and bond components — may vary significantly over time. The equity component may range between 0% and 100% of the Sub-fund's total assets without any restriction in terms of capitalization; the bond component (including money market instruments) may account for up to 80% of the Sub-fund's total assets. The Sub-fund may invest up to 50% of its net assets in emerging markets. The Sub-fund is not subj

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No