Key Information

Risk Indicator :
1 2 3 4 5 6 7


Investment universe
World

Performance objective
3% to 5% per annum

Volatility objective
3% to 5% per annum

Investment horizon
>3 years

Liquidité
DAILY

Description

  • Legal form: Fund UCITS V

  • Fund invested in bonds denominated in euros, with a strong bias on bonds of private issuers.

  • Fundamental-based approach relatively close to that practiced by private equity investors with a thorough knowledge of companies and their balance sheet structure.

  • Active management of duration and exposure to credit risk.

Isin : LU0541880133 Creation Date : 25/11/2013

124,82 euros

perf. du jour : 0,04 %
perf. YTD : -6,75 %

Updated : 29.05.2020

perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities B

Documents to download

Isin : LU1452411033 Creation Date : 17/09/2010

101,08 euros

perf. du jour : 0,04 %
perf. YTD : -24,36 %

Updated : 29.05.2020

perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities I

Documents to download

Isin : LU0927887504 Creation Date : 21/12/2017

107,50 euros

perf. du jour : 0,04 %
perf. YTD : -6,85 %

Updated : 29.05.2020

perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities 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.