Etica Obbligazionario Misto

ETICA OBBLIGAZIONARIO MISTO

Assogestioni Cathegory

Mixed bond fund

Suggested to

Those who want to enter the stock market without loosing the safety of a large bond base

Mix

Mostly Euro government bonds and maximum 20% equity

Risk

The fund is classified as a category n. 3, since the variability of weekly returns achieved over the past five years is included between 2% and 5%.
The synthetic risk indicator classifies the fund on a range from 1 (lowest risk - potential lowest return) to 7 (highest risk - potential higher return) based on the historical volatility of the fund's annual observed in the previous 5 years.
Belonging to category n. 1 doesn’t guarantee a risk free investment.

Benchmark

65% JPMorgan EMU                        
25% JPMorgan Cash Index euro 3 months               
10% MSCI DM World Index (in euro)

Payments

- Minimum amount 500,00 euro

- Accumulation plan starting from 50 euro/month

Microcredit Donation

0,10% of the subscribed amount  

Fees

12 euro for each payment. In case of accumulation plan only for the first payment.

Commissions

There are no performance, exit or entering fees. Management fee is 1,20% per year