MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Aperçu des investissements
Un portefeuille diversifié d'actions (cible 35%), de titres à revenu fixe (cible 45%), de devises, d'immobilier et d'investissements alternatifs avec un biais structurel vers les actifs libellés en CHF (cible 80%). Nous recherchons une croissance du capital à long terme grâce à une intégration disciplinée d’instruments passifs avec un rééquilibrage trimestriel. Nous privilégions les instruments liquides pour la diversification et l'optimisation des coûts.
MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Points forts de la shareclass
Perfomances annuelles
Points forts
Abonnement
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MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Performance et risque
MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
- Lemania Pension Fund Mix Index
NAV ajustée en cas de distribution
Source: Mirabaud Asset Management. Share class and benchmark performance displayed in CHF. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. The Fund is actively managed. The benchmark is shown for comparison purposes only. Index performance data do not take into account fees and costs. Any entry, exit and other charges, commissions or fees, if applied, are excluded from the calculation. Past performance does not predict future returns.
Performance
Cumulatif
Annualisé
Risque
Volatilité
Corrélation
Veuillez noter que la fréquence des rendements utilisés dans les calculs ci-dessus peut différer de celle utilisée dans les documents de reporting officiels et que les résultats peuvent, en conséquence, varier.
La performance passée n'est pas représentative des rendements à venir ni les garantit. Les données de performance ne tiennent pas compte des commissions et frais perçus lors de l'émission ou du rachat. Nous estimons que les sources de l'information publiée sont fiables. Toutefois, la précision et le caractère complet de l'information ne peuvent être garantis et certains chiffres ont été estimés.
MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Gestionnaires de portefeuille
Andreas WAEGER
Portfolio Manager
Andreas Waeger, Senior Portfolio Manager in the Asset Allocation team within Mirabaud Asset Management, takes part in the management of the range of Multi-Assets products. He started his career in the asset management industry in 1997. Prior to joining Mirabaud Asset Management in May 2017, Andreas worked 5 years at Bank J. Safra Sarasin AG as a senior portfolio manager and deputy head of the Institutional Balanced Team. From 2005 to 2012 Andreas was a senior portfolio manager at Swisscanto Asset Management where he was managing balanced funds and segregated mandates. Prior to that, Andreas held portfolio manager positions at Baloise Asset Management as well as ABN Amro Bank and worked at SIX Swiss Exchange within a project management position. Andreas Waeger holds a degree in Business and Economics from the University of Basel. He is a Certified European Financial Analyst.
Daniele MASCIARELLI
Portfolio Manager
Daniele Masciarelli, Portfolio Manager in the Asset Allocation team within Mirabaud Asset Management, has experience in the portfolio management industry since 2011. Prior to joining Mirabaud Asset Management in January 2013, Daniele worked in the portfolio management department of BNP Paribas Switzerland. Daniele Masciarelli is a former researcher at the EPFL and at the Massachusetts Institute of Technology. He is a CFA Charterholder and also holds a master’s degree in micro and nanotechnologies jointly awarded by the Swiss Federal Institute of Technology, the National Polytechnic Institute of Grenoble, and Politecnico of Turin, and a degree in corporate and engineering management.
Stratégie du fond Mirabaud
MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Information sur le fonds
Switzerland
FCP
Daily
Daily / Daily
1 Business Day / 2 Business Days
1 Business Day / 4 Business Days
29/05/2024
CHF
CH1350171513
Lemania Pension Fund Mix Index
Banque Pictet & Cie SA
Deloitte S.A.
FundPartner Solutions (Suisse) S.A.
MIRABAUD (CH) - Lemania Pension Fund MIX (LPFX) K Cap. CHF
Documents et téléchargements
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Abonnement