Leonardo Asset Management is the fund management company jointly set up by DNCA Finance and Gruppo Banca Leonardo to expand the asset managment expertise of the group in Europe. This development is based on two Sicavs with compartments (Leonardo Invest and Ingenia). According to specialities of every asset management company, compartments' management is delegated to DNCA Finance in France or to Leonardo SGR in Italy – the asset management arm of Banca Leonardo.
PHILOSOPHY
The profile of this diversified fund evolves according to our expectations, between balanced and dynamic. It is managed in a discretionary fashion depending on the convictions of the managers regarding both asset allocation and selection of securities.
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Aggregate perf.
at the
29/07/2010
Since the
01/01/10
1 month
3 month
6 month
1 year
5 year
Since the creation**
2009
Leonardo DNCA
Evolutif (B Unit)
-2,42 %
3,26 %
-3,21 %
-1,77 %
5,86 %
-- %
1,77 %
22,02 %
Leonardo DNCA Evolutif
(I Unit)
-1,60 %
3,38 %
-2,86 %
-0,51 %
7,40 %
-- %
6,25 %
23,79 %
MSCI Monde
5,87 %
0,18 %
-4,35 %
7,04 %
17,00 %
-- %
-27,61 %
23,02 %
Eurostoxx 50
-7,15 %
7,69 %
-2,27 %
-0,86 %
4,35 %
-- %
-38,59 %
20,95 %
CAC 40
-7,23 %
6,38 %
-4,32 %
-2,34 %
6,59 %
-- %
-39,23 %
22,32 %
Indice
Composite*
0,36 %
1,94 %
-1,34 %
1,85 %
6,82 %
-- %
-13,35 %
12,99 %
* 40%
CAC 40; 30% MTS 3-5
ans; 30% MSCI Monde
** Unit B created on 23/07/2007
«The last performances are not a reliable indicator of the future performances. »
OBJECTIVES
Capital appreciation with optimisation of the performance / risk pair. Control volatility
TARGET
For the investor who cannot decide between a balanced and dynamic profile and who wants to take part in bull markets for equities, while trying to protect himself in difficult periods.
