KIS PENTAGON

KIS PENTAGON

KIS Pentagon is a multi-asset fund that invests in five predefined and historically decorrelated asset classes with a focus on the dollar area: equities and government bonds, real estate, oil and gold. These are extremely liquid assets capable of actively managing the various market phases in a medium-long term perspective.

The management style is active and flexible; diversification is achieved through the allocation of assets, which takes place within a predefined range, and their opportunistic rebalancing.

The investment strategy is clear, stable and transparent. The use of liquid investment instruments is therefore efficient and low-cost. The duration is managed in a very dynamic manner according to the scenarios envisaged.

The possibility of calibrating the weight of the various asset classes, albeit within the pre-established limits, gives the product allocative flexibility. Finally, a capital protection strategy allows you to face the different market phases.

The main objective of the management is capital appreciation over the medium term, by investing in liquid assets mainly denominated in US dollars.


Recording date May 2019

Identity card

  • Category

    Multi-asset fund with a focus on real estate

  • Management style

    Flexible management style (Risk Parity, Smart Beta); flexible allocation within a predefined range

  • Investment universe

    5 predefined asset classes: US Treasuries; S&P 500; Real Estate; Oil; Gold

  • Objective

    Generate returns in the medium to long term in different market scenarios

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

  • Factsheet

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