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Navigating through cycles & asset classes: multi-asset is key for diversification

Why a multi asset strategy?

 

 
  • Economic cycles - global and regional - impact the performance of main asset classes, while outperforming asset classes change within those cycles.
  • Relying on multiple sources of income and performance is fundamental to diversify the potential risks and benefit from less correlated investments.
  • Allocating across so many different asset classes requires specific expertise.
  • Efficient allocation becomes even more relevant in a low yield, lower returns and higher volatility environment.
 

 

 

 

 

 

 
 
 

Generali Investments believes that a Global Multi-Asset Income strategy should rely on a robust asset allocation process - designed to provide capital appreciation with a solid risk / return profile over the long run.

 
Income is generated through dividends, coupons and option premium (call option overwriting), with a target income distribution of 4% per annum*
 

Based on this investment approach, Generali Investments has established a new investment solution aimed at harvesting stable yields and generating income, for today and tomorrow.


 
GIS Global Multi Asset Income

Generali Investments Sicav (GIS) Global Multi Asset Income (the Fund) is an investment solution designed for investors wanting to benefit from a well-diversified, multi-asset portfolio which aims at generating a stable level of income - with quarterly distribution - while also growing capital over the long term. The Fund allocates globally across different assets classes with attractive yields.


Key benefits
   
  • A flexible asset allocation to react to markets’ movements and diversify globally
  • Focuses on income generation without sacrificing long term capital growth
  • Targets an income distribution of 4% per annum*
  • The investment process includes a mechanism to reduce market’s volatility: the fund's maximum volatility is 6% per annum
  • Investors can benefit from quarterly income distribution
 
   

 

 

 

 









* Please note that the indicated percentage represents a target and the performance is not guaranteed.

 

The Fund is managed by Generali Investments’ Multi-Asset team, with the support from our experts in Macro-economic research, Fixed Income and Equities.

Lead portfolio Manager: Cédric Baron, Head of Multi-Strategy.

Prior to joining Generali Investments in April 2016, Cédric was Senior Portfolio Manager at Lyxor AM, in charge of managing the Absolute Return Multi-Assets fund range. He started his career within the Fixed Income team of Caisse des Dépôts et Consignations (CDC) AM before joining Société Générale AM in 2005 to manage long/short equity and volatility arbitrage funds.
Cédric graduated from Paris IX Dauphine University, and is a CFA Charterholder.



Source: Generali Investments Europe S.p.A. Società di gestione del risparmio as of end of April 2017.

GIS Global Multi Asset Income is a subfund of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Europe S.p.A. Società di gestione del risparmio. The information contained in this document is only for general information on products and services provided by Generali Investments Europe S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Europe S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the subfund presents a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-invest.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-invest.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments-luxembourg.com), and by distributors.

 
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