Leonardo Asset Management is the fund management company jointly set up by DNCA Finance and Gruppo Banca Leonardo to expand the asset managment expertise of the group in Europe. This development is based on two Sicavs with compartments (Leonardo Invest and Ingenia). According to specialities of every asset management company, compartments' management is delegated to DNCA Finance in France or to Leonardo SGR in Italy – the asset management arm of Banca Leonardo.
PHILOSOPHY
The Sub-Fund will at all times invest at least two-thirds of its total assets in equities of issuers having their registered office in Italy or exercising the preponderant part of their economic activities in Italy.
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Aggregate perf.
at the
01/09/2010
Since the
01/01/10
1 month
3 month
6 month
1 year
5 year
Since the creation**
2009
Leonardo Invest Italian Opportunities (A Unit)
-2,87 %
-3,41 %
1,28 %
-1,42 %
-20,26 %
-- %
-37,94 %
-17,91 %
Leonardo Invest Italian Opportunities (I Unit)
-2,19 %
-3,34 %
1,53 %
-0,91 %
4,57 %
-- %
-37,13 %
29,68 %
Indice
Composite*
-13,74 %
-6,93 %
2,98 %
-8,20 %
-8,58 %
-- %
16,10 %
19,47 %
* Mibtel Index
«The last performances are not a reliable indicator of the future performances. »
OBJECTIVES
The Fund’s investment strategy relies on discretionary management so as to achieve the investment objective, using a stock picking policy that does not aim to duplicate a benchmark.
ASSET CLASSES
European equities: 75% to 100% of its total assets
Debt instruments: 0% to 25%
Non-European equities: 0% to 10%
TARGET
All investors, in particular investors who wish to have exposure to Italian Market and who can retain this investment for the recommended period.
