The Spotlight | Generali Investments

The “new active” approach of Plenisfer Investments applied to the Destination Value Total Return Fund – interview with Mauro Ratto, Founder and Co-CIO

May 17, 2021 Generali Investments Season 1 Episode 23
The “new active” approach of Plenisfer Investments applied to the Destination Value Total Return Fund – interview with Mauro Ratto, Founder and Co-CIO
The Spotlight | Generali Investments
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The Spotlight | Generali Investments
The “new active” approach of Plenisfer Investments applied to the Destination Value Total Return Fund – interview with Mauro Ratto, Founder and Co-CIO
May 17, 2021 Season 1 Episode 23
Generali Investments

Please, be aware that the content of this podcast is only for professional investors in France, Italy and Luxembourg.

Fund Manager and CIO Mauro Ratto
discusses the Plenisfer New Active pioneering and holistic management approach, gives his thoughts on the first anniversary of the Destination Value Total Return Fund, and where he sees opportunities in the months to come. 

***

Please, be aware that the content of this podcast is only for professional investors in France, Italy and Luxembourg. Marketing communication relating to Plenisfer Investments SICAV (the “Fund”) and its Sub-fund Destination Value Total Return (the “Sub-fund”). Only for professional investors FR, IT and LU. It is not addressed to retail investors or to any US Person. The Fund is an open-ended investment company with variable share capital (SICAV) under Luxembourg Law, qualifying as an undertaking for collective investment in transferable securities (UCITS). Generali Investments Luxembourg S.A., a public limited liability company (société anonyme) under Luxembourg Law, the Management Company. It is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). This communication is issued by the Management Company. Plenisfer Investment Management SGR S.p.A. has been appointed as the Investment Manager of the Fund (the “Investment Manager”). This communication is co-issued by the Investment Manager and the Management Company. Before making any investment decision you should read the KIID, Prospectus, annual and semi-annual reports especially in relation to the risks and costs pertinent to the Sub-fund. These are available in English free of charge from Generali Investments Luxembourg S.A., 4 Rue Jean Monnet, L-2180 Luxembourg, Grand Duchy of Luxembourg or at the following e-mail address:GILfundInfo@generali-invest.com.

For Italian investors: the local paying agent is Allfunds Bank S.A.U. Milan Branch, Via Bocchetto 6, 20123 Milano, Italy.

For French investors: the local paying agent is BNP Paribas Securities Services, 3 rue d’Antin, 75002 Paris, France.

This publication may not be reproduced (in whole or in part), transmitted, modified, or used for any public or commercial purpose without the prior written permission of Plenisfer. The information contained in this document is believed to be accurate at the date of its preparation and is provided for information purposes. Potential investors should examine whether the risks associated with the investment are appropriate to their situation and should also ensure that they fully understand this document. If in doubt, it is recommended that you consult a financial advisor to determine whether the investment is appropriate. The information in this document is based on the past. Past performance is not indicative of future performance and there is no guarantee of equal returns in the future. The value of an investment and any income from it can go down as well as up and investors may not get back the original amount invested. Risk factors: Interest rate risk, Credit risk, Equity risk, Emerging markets (including China) risk. There is no predetermined limitation to emerging markets exposure. Emerging market risk could at times therefore be high, Frontier markets risk, Foreign exchange risk, Volatility risk. For further information on potential risks related to an investment in the Fund, please refer to the prospectus. 

Show Notes Chapter Markers

Please, be aware that the content of this podcast is only for professional investors in France, Italy and Luxembourg.

Fund Manager and CIO Mauro Ratto
discusses the Plenisfer New Active pioneering and holistic management approach, gives his thoughts on the first anniversary of the Destination Value Total Return Fund, and where he sees opportunities in the months to come. 

***

Please, be aware that the content of this podcast is only for professional investors in France, Italy and Luxembourg. Marketing communication relating to Plenisfer Investments SICAV (the “Fund”) and its Sub-fund Destination Value Total Return (the “Sub-fund”). Only for professional investors FR, IT and LU. It is not addressed to retail investors or to any US Person. The Fund is an open-ended investment company with variable share capital (SICAV) under Luxembourg Law, qualifying as an undertaking for collective investment in transferable securities (UCITS). Generali Investments Luxembourg S.A., a public limited liability company (société anonyme) under Luxembourg Law, the Management Company. It is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). This communication is issued by the Management Company. Plenisfer Investment Management SGR S.p.A. has been appointed as the Investment Manager of the Fund (the “Investment Manager”). This communication is co-issued by the Investment Manager and the Management Company. Before making any investment decision you should read the KIID, Prospectus, annual and semi-annual reports especially in relation to the risks and costs pertinent to the Sub-fund. These are available in English free of charge from Generali Investments Luxembourg S.A., 4 Rue Jean Monnet, L-2180 Luxembourg, Grand Duchy of Luxembourg or at the following e-mail address:GILfundInfo@generali-invest.com.

For Italian investors: the local paying agent is Allfunds Bank S.A.U. Milan Branch, Via Bocchetto 6, 20123 Milano, Italy.

For French investors: the local paying agent is BNP Paribas Securities Services, 3 rue d’Antin, 75002 Paris, France.

This publication may not be reproduced (in whole or in part), transmitted, modified, or used for any public or commercial purpose without the prior written permission of Plenisfer. The information contained in this document is believed to be accurate at the date of its preparation and is provided for information purposes. Potential investors should examine whether the risks associated with the investment are appropriate to their situation and should also ensure that they fully understand this document. If in doubt, it is recommended that you consult a financial advisor to determine whether the investment is appropriate. The information in this document is based on the past. Past performance is not indicative of future performance and there is no guarantee of equal returns in the future. The value of an investment and any income from it can go down as well as up and investors may not get back the original amount invested. Risk factors: Interest rate risk, Credit risk, Equity risk, Emerging markets (including China) risk. There is no predetermined limitation to emerging markets exposure. Emerging market risk could at times therefore be high, Frontier markets risk, Foreign exchange risk, Volatility risk. For further information on potential risks related to an investment in the Fund, please refer to the prospectus. 

Plenisfer proposes a holistic management approach. What is the ‘new active’ philosophy?
What are the main portfolio strategies and what are the opportunities?
Destination Value Total Return is a multi-strategy portfolio built with a specific goal: the internal expected target is aimed at achieving 8% ann. in USD terms, gross, across the cycle. How is Plenisfer going to make this goal sustainable?