Pharus Sicav Absolute Return changes its name to Pharus Sicav Conservative
The name of the sub-fund changes, but the strategy remains the same.
The new name, Pharus Sicav Conservative, is valid from December 1, 2020 and is aimed at better identifying the management strategy and the characteristics of the fund, the objective of which is to offer a conservative income level with a strong orientation of the capital’s stability from medium to long term to the stability of the capital in the medium to long term.
The sub-fund is characterized by a prudent allocation of various investment asset classes, with a selection of equities and derivatives, through a proprietary model and an equity exposure that can vary from 20 to 40%. The rest of the portfolio is mainly invested in investment grade government bonds, with a prudent approach, both in terms of duration and country risk, aimed at stabilizing the portfolio during risk off moments.
The defensiveness and conservative capabilities of the Pharus Sicav Conservative have been largerly demonstrated also during the current year. Despite the Covid-19 pandemic and the turmoil recorded by the markets, the sub-fund has overperformed, reaching a +4.71% on October 26.
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