MWM SICAV Global Equities
A conviction management on international equites
Key Information
Risk Indicator :
1
2
3
4
5
6
7
Investment universe
World
Performance objective
7 to 9% per annum over the recommended investment period
Volatility objective
Investment horizon
>5 years
Liquidity
DAILY
Description
Legal form: 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 and ESG integration) 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
Midas Global Equities I
Documents to download
Isin : LU1715158660
Creation Date : 15/11/2017
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.
MWM SICAV Bond Opportunities
A flexible bond management in order to seize opportunities offered on interest rate markets
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A conviction based fund invested according to a « multi-asset » approach, with the ambition to optimize the risk/return profile
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A diversified fund of Hedge Funds targeting low correlation to traditional financial markets
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