Key Information

Risk Indicator :
1 2 3 4 5 6 7


Investment universe
World

Performance objective
Outperform the MSCI AC World CR EUR

Volatility objective

Investment horizon
>5 years

Liquidité
DAILY

Description

  • Legal form: Fund UCITS V

  • A minimum exposure of 75% to global equities.

  • A rigorous management process, based on a proprietary quantitative model combined with a qualitative analysis of the values of the universe.

  • 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.

  • An opportunistic approach to select companies of all sizes (small, medium and large caps).

Isin : LU1715158744 Creation Date : 15/11/2017

110,52 euros

perf. du jour : -1,73 %
perf. YTD : -16,15 %

Updated : 05.12.2022

perf. cumulée : %
perf. annualisée : %
ITD : inception to date YTD : year to date
Midas Global Equities I

Documents to download

Isin : LU1715158660 Creation Date : 15/11/2017

108,37 euros

perf. du jour : -1,75 %
perf. YTD : -16,51 %

Updated : 05.12.2022

perf. cumulée : %
perf. annualisée : %
ITD : inception to date YTD : year to date
Midas Global Equities 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.