Discretionary mandates

Discretionary Mandates is the ideal combination of efficient investment solutions and a personal management service.

Choosing Kairos Discretionary Mandates means signing a contract based on trust and delegating your investment decisions confidently knowing that you can count on the expertise of Kairos’ top managers.

The investment lines are specialized by type of instrument (securities, funds and SICAVs and ETFs), risk level and time horizon, to constantly ensure adequate diversification.
Once you have selected your preferred line, you may also formulate the composition of your portfolio for a truly unique solution.

Our management style is active and flexible with the aim of achieving positive absolute returns and contained volatility in all market conditions.

Disclaimer

Please carefully read the use conditions and legal notes.

Agreement

By browsing the www.kairospartners.com website and any other page within it (the “Website”) the user confirms they have reviewed, understood and accepted the following essential legal notes, as well as the terms and conditions for use (the “Conditions”). If they do not accept these Conditions, the user is asked to immediately leave the Website.

The Conditions are subject to change at any time without prior notification and the access and use of the Website may be limited or interrupted at any time.

Access to and use of the Website, as well as the Conditions, are governed by Italian law.

Absence of offer and/or advice service

The information, opinions, data and documents contained or described in this Website (the “Data”) are solely for information purposes and should not be understood as a substitute of the offering document of the fund or the document relating to the services. Therefore, the information provided on the Website does not constitute a legal, tax or financial opinion, a public offer, a personalised recommendation or an invitation to purchase or sell financial instruments or to carry out a transaction or undertake a legal commitment. Some of the information and documents available on the Website can be classified as “marketing communication” pursuant to Regulation (EU) 2019/1156.

The funds, services and financial instruments mentioned on this Website are not suitable for all investors.  Before making an investment decision: (i) please consult the relevant offering documents (Prospectus/Offering Document and the key investor information document – KIID/KID) for the fund, available on this Website and at the registered office of Kairos Partners SGR S.p.A. and placement agents, also in paper copy. (ii) carefully read all the information about investment and accessory services and the related costs and risks that Kairos Partners SGR S.p.A. must provide before signing a contract, as well as the related contractual conditions which are available at the Kairos registered office and the placement agents.

Warranty Exclusion

The information and opinions contained on the Website of Kairos Partners SGR S.p.A. (“Kairos”) are provided for information purposes only. Kairos provides no guarantee and offers no declaration of any type with reference to: (i) the updating, accuracy or completeness of the Data; (ii) the information taken from the Website by any user; or (iii) any content attributable to third parties and accessible on or through the Website.

All the Data, including, by way of example, data relating to financial markets, citations, communications, research or other financial information accessible through the Website was obtained from carefully selected sources deemed reliable. All of the stated information is provided to the user in the form in which it was found at the source from which it was taken, without any express or implicit warranties of any type, such as warranties of quality, originality, absence of intellectual property violations or suitability for whatever purpose. The fact that a user accesses the Website does not classify the latter as a Kairos customer. Any opinions, estimates or forecasts contained on the Website are attributable to their respective author as of the publication date. They do not necessarily reflect Kairos’s vision, and are subject to change at any time without prior notice. Kairos reserves the right to suspend the supply of or make changes to the information, Data and documents, and to the products or services described on the Website, at any time and without prior notice. All information which includes a date refers solely to that date and Kairos does not undertake any obligation or responsibility to update or change the said information. The most recent versions of prospectuses, offering documents, key investor information document (“KIID” and “KID”), annual and interim reports of the funds are the sole documents which can be considered as official fund publications and used as the basis for making investment decisions.

Waiver of Liability

To the maximum extent allowed under current laws and/or regulations, Kairos, as well as its directors, agents, employees and contractors decline all liability for losses or damages of any kind deriving from (i) access to, usage or browsing of the Website; (ii) any inaccuracy, error, incompleteness or other circumstance involving the Data contained found on the Website; (iii) impossibility of accessing or using the Website for any reason.

Intellectual property

Unless accompanied by an explicit declaration to the contrary, all material on the Website is protected by copyright, database rights or other intellectual property rights held by Kairos. No provision contained on the Website is to be understood as able to grant any license or right to use any image, text, trademark or logo. Downloading or copying the Data contained on the Website does not in anyway transfer to the user any intellectual property rights on the software or other materials on the Website.  Any citations, summaries or reproductions of the Data contained on the Website must not alter the original meaning, nor can they be used for commercial purposes and must cite the source (Kairos Partners SGR S.p.A.) and the website www.kairospartners.com. Citation, reproduction and, in any case, use of the data and information of third parties must occur, when allowed, in full compliance with the rights of the relative owners.

Significant Interests

Kairos and/or the members of its Board of Directors, executives and/or employees may have or have had interests or hold or have held positions, trade or have traded, or act or have acted as market makers in relation to securities and funds referenced on the Website. Additionally, these entities may have or have had a relationship with or provide or have provided financial or other services, or hold or have held administrative office in companies referenced on the Website.

Performance

Past performance does not predict future returns. The value of investments may be subject to fluctuation and investors may not recover the amount invested. Exchange rates movements of foreign currencies may also increase or decrease the value of the investment. Past Performance of funds is shown net of expenses borne by the fund and before taxes.

[Past performance of portfolio management services is shown net of costs and charges relative to the service and before taxes.]

Products

Some Kairos services, financial instruments or products may not be registered or authorised in accordance with the legal and regulatory provisions which govern financial services and products and their provision and marketing in certain countries. Therefore, users are asked to contact their closest Kairos office to receive information on the products and services available in their country. For contact information, click here.

The “Asset Management” section contains information and materials about investment funds which are authorised under applicable regulations. The investment funds mentioned and the relevant offering documents must not be distributed to persons residing in countries in which the distribution of these funds or documents is in contrast with local laws and/or regulations.

Access to the Data contained in the “Asset Management” and “Wealth Management” (the “Content”) may be prohibited in certain jurisdictions. In other jurisdictions, only certain categories of persons may be authorised to view the Content. Anyone who desires to view the Content must ascertain whether they are subject to local requirements which prohibit them from doing so, or places limits on it. Access to the “Asset Management” and “Wealth Management” sections is prohibited for visitors of the Website coming from countries in which the regulations prohibit or place limitations on accessing the Content. These users must leave the Website.

The Data contained in the “Asset Management” and “Wealth Management” sections is for information purposes only and does not constitute a public offer, nor an invitation for an offer. Any offer to purchase or sale is carried out solely on the basis of the complete documentation which, in particular, indicates the risks associated to the concerned products and services and can be obtained from the nearest Kairos office (for contact information, click here). Please note that conversations held using our corporate telephones may be recorded.

Investing in funds concerns the acquisition of fund shares or units and not a given underlying asset which remains the property of the relevant funds. Information on the features of the funds and general sustainability aspects (ESG) can be found at www.kairospartners.com/esg/, in accordance with Regulation (EU) 2019/2088. If the fund is marketed in countries other than the country of origin, Kairos has the right to terminate the marketing agreements based on the process to withdraw the notification envisaged in Directive 2011/61/EU or Directive 2009/65/EC, based on the case.

 

By clicking “I ACCEPT”, you acknowledge and accept the Conditions and certify you are not located in a jurisdiction in which access to the Content is not allowed under the law and/or regulations. If you are not able to certify the above, you must click “I DO NOT ACCEPT” or, alternatively, leave the Website.


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