Key Information

Risk Indicator :
1 2 3 4 5 6 7

Investment universe

Performance objective
5% to 7% per annum

Volatility objective
6% to 8% per annum

Investment horizon
>5 years


  • 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 : LU0927887843 Creation Date : 31/05/2013

130,65 euros


Updated : 11.09.2019
Midas Patrimonial A

Documents to download

Isin : LU0541884556 Creation Date : 17/09/2010

150,13 euros


Updated : 11.09.2019
Midas Patrimonial B

Documents to download

Isin : LU1452410738 Creation Date : 10/04/2016

114,80 euros


Updated : 12.09.2019
Midas Patrimonial I

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.