KIS NEW ERA

KIS NEW ERA

KIS New Era is thematic equity fund that invests in global stock markets, aiming to identify within the three macro themes Health, Environment and Data Society, the best performing, innovative companies and potentially capable of becoming leaders in their respective sectors.

The management style is active, with a capital allocation of at least 70% of its assets in equity securities issued by international companies that should benefit from the structural changes linked to the new macroeconomic scenario and, for the remainder, in shares and bonds belonging to sectors other than those in which the majority of the product invests.

The moderate level of correlation of the portfolio with respect to the reference market allows the product to function as a valid tool for diversifying and making equity asset allocation more efficient.

It is a product based on a long only strategy, with a bottom-up approach and rigorous fundamental analysis, followed by a thorough qualitative analysis of the individual company.

The main objective of management is long-term capital appreciation.

Identity card

  • Category

    Thematic equity fund denominated in Euro

  • Management style

    Active management style combining bottom-up and thematic/sectoral top-down analysis. The strategy is long only

  • Investment universe

    Focused on the global stock market

  • Objective

    Achieve capital appreciation in the medium to long term

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

  • Factsheet

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