Pharus Sicav Deepview Trading

Class B
ISIN: LU1502105858
Category: EUR Flexible Allocation - Glob
30.04.2025
Key Information
Net Asset Value99,89 EUR
Fund Size16.257.878 EUR
Launch Date 2 ott 2018
Key Information
Management information
SicavPHARUS SICAV
Management CompanyPHARUS MANAGEMENT LUX SA
Investment ManagerPharus Asset Management SA
Key Information
Investment objective
The Sub-Funds investment objective is to achieve medium-long term capital growth by investing primarily directly in equities, including REITS and/or government bonds, short term bonds, money markets instruments issued by sovereign, supranational or corporate issuers, term deposits, cash and cash equivalent worldwide without any geographical restriction, or indirectly through UCITS and/or UCIs.
Key Information

Risk & reward profile

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30.04.2025
Manager comment
Manager comment
In March, Pharus Deepview Trading recorded a performance of -3.43%. The worst performers of the month were tech stocks like Alphabet and Amazon, while the best performers were Health Care insurers such as Molina and UnitedHealth. The recovery in U.S. Health Care insurance stocks is related to the excessive negativity the sector experienced following the new administration's inauguration and the appointment of the new minister, Kennedy. In March, no transactions were made, but considering the impact of tariffs on the markets, we will evaluate increasing investments in leading companies at discounted valuations in the coming months. On the bond side, in March, we saw a widening of spreads, driven by the increase in volatility, which led to a correction in the segment. The equity allocation remains at 40%, while the bond allocation focuses on approximately 30% of the portfolio in government and corporate bonds with maturities greater than 10 years.
Documents
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Last updated on 30.04.2025

* No coverage or derivatives are included
* No coverage or derivatives are included
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