KIS ITALIA PIR

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:

– at least 70% is invested in financial instruments issued by Italian or European companies with a permanent establishment in Italy;
– at least 30% is invested in financial instruments issued by companies not listed on the FTSE MIB or an equivalent index.

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.

Identity card

Category

Flexible equity fund

Management style

The highly active management style is long/short

Investment universe

The portfolio is built around three asset classes: Italian equities, European equities (large caps) and corporate bonds and meets the limits of the Italian 2017 Stability Act

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

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