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KIS ITALIA PIR

Italia PIR is the Luxembourg-based Kairos International Sicav’s 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 management style is aimed at achieving positive returns in the medium to long term with a particular focus on risk containment.

Identity card

Category

Equity fund

Management style

Active management style

Investment universe

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

Objective

Achieve positive results in the medium to long term with a specific focus on risk management

Level of risk
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Selling points

For investors seeking a fund that offers tax-exempt financial gains and succession tax exemption
Tax benefit
For investors seeking a fund that invests in the Italian market, relying on in-depth knowledge of market drivers and complexities
Expertise
For investors seeking a fund with a management style focused on risk control
Contained volatility

management team

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