KIS MILLENNIALS

Millennials is a themed equity fund from the Sicav constituted under Luxembourg law, Kairos International Sicav, seeking to offer medium to long-term capital appreciation and outperform the MSCI USA benchmark.

The Fund is denominated in dollars and invests at least 70% of its portfolio in companies listed in the United States which are expected to benefit from the growing importance of consumer the preferences of the Millennials generation (those born between 1980 and 2000).

The management style is active and aims to generate a positive absolute return with a strong competitive advantage: the low correlation of the securities in which it invests.

In-depth analysis and stock-picking are the main performance drivers of the management team, accompanied by the implementation of two strategies to optimise the risk/return ratio and exploit volatility through the use of options.

Identity card

Category

Themed equity fund

Management style

An active management style that combines bottom-up and top-down analysis

Investment universe

Focused on the American stock market: mid- and large-cap companies

Objective

To outperform the benchmark market and offer capital appreciation in the medium to long term

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

Selling points

For investors choosing an instrument which believes in market trends with extremely high potential, led by the millennials generation
MILLENNIALS THEME
For investors choosing an instrument which, referencing various mega trends, can exploit multiple levers, enabling diversification of the risks related to individual sectors
VALUE FROM MEGA TRENDS
For investors choosing an instrument that can diversify the equity component of the portfolio with a dollar-denominated product focused on the US market
PORTFOLIO DIVERSIFICATION

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