Italia PIR is the Luxembourg-based Kairos International Sicav’s flexible equity fund.
KIS Italia PIR’s portfolio is built around three asset classes: Italian equities, European equities (large caps) and corporate bonds. The Fund meets the investment limits established for individual savings plans (“PIR”) in Italy, which are:
– at least 70% of the total value of the PIR in financial instruments issued or stipulated with Italian or European companies with a permanent establishment in Italy;
– at least 17.5% of these instruments are issued by companies not included in the FTSE MIB Index of Borsa Italiana;
– at least 3.5% of these instruments are issued by companies not included in the FTSE MIB Index and in the FTSE Italia Mid Cap Index of Borsa Italiana.
The highly active, long/short management style is aimed at achieving positive returns in the medium to long term with a particular focus on risk containment.
Flexible equity fund
The highly active management style is long/short
The portfolio is built around three asset classes: Italian equities, European equities (large caps) and corporate bonds and meets the limits established by Italian law no. 232 of 11 December 2016 and by law 157 of 19 December 2019
Achieve positive results in the medium to long term with a specific focus on risk management