MWM SICAV Patrimonial SRI
A conviction based fund invested according to a « multi-asset » approach, with the ambition to optimize the risk/return profile.
Key Information
Risk Indicator :
1
2
3
4
5
6
7
Investment universe
World
Performance objective
5% to 7% per annum
Volatility objective
6% to 8% per annum
Investment horizon
>5 years
Liquidité
DAILY
Description
Legal form: Fund UCITS V
“Multi-Asset” and “multi-currency” approach while focusing on liquid investments, mainly stocks and bonds.
At least 50% of the Fund invested in bond assets.
Balance invested according to market opportunities and our macroeconomic scenario.
The fund’s investment process requires companies and securities to be selected also on environmental, social and governance (ESG) criteria which are compliant to our active mixed approach (negative screening, best in class, ESG integration and engagement) as defined in our responsible investment policy.
Isin : LU0541884556
Creation Date : 17/09/2010
152,52 euros
perf. du jour :
-1,08 %
perf. YTD :
-13,20 %
Updated : 29.09.2022
perf. cumulée : %
perf. annualisée : %
ITD : inception to date YTD : year to date
Midas Patrimonial B
Documents to download
Isin : LU1452410738
Creation Date : 10/04/2016
152,52 euros
perf. du jour :
27,93 %
perf. YTD :
12,49 %
Updated : 29.09.2022
perf. cumulée : %
perf. annualisée : %
ITD : inception to date YTD : year to date
Midas Patrimonial I
Documents to download
Isin : LU0927887843
Creation Date : 31/05/2013
130,82 euros
perf. du jour :
-1,08 %
perf. YTD :
-3,55 %
Updated : 29.09.2022
perf. cumulée : %
perf. annualisée : %
ITD : inception to date YTD : year to date
Midas Patrimonial A
Documents to download
Our Funds
Midas Wealth Management has developed a range of UCITS funds managed according to a fundamental approach. We invest in equity and bond markets, mainly through individual lines. This is a true conviction-based management relying on a rigorous process of selection of financial instruments selection and which favors the valuation as well as the fundamentals of companies. In addition, we also offer the opportunity for our investors to invest in two specialised investment funds, that are registered under the RAIF format and dedicated to private debt and private equity.