Core principles
Investment and financial management expertise to develop cutting-edge strategies, thanks to the professionalism of an international Management Committee with members in Luxembourg and Milan.
Risk management
Volatility rather than expected returns in portfolio construction for greater stability and predictability.
Diversification
Maximum diversification through a portfolio with a simultaneous multi asset and multi- style approach.
Decorrelation
Use of alternative strategy products as the key to decorrelation from the financial markets.
Method and discipline
Consistency of principles for a disciplined, rational and repeatable portfolio construction process.
Instruments
Our management team aims to ensure the best exposure to international financial markets through an optimal selection of European mutual funds and SICAV, UCITS, ETFs, equitiy and bonds thanks to access to the main global financial centres.
scopri comeUCITS funds
Selection is made through the use of proprietary quantitative analysis of portfolio quality, track record and through direct discussions with the manager in order to determine the management style.
ETF
We select only ETF that guarantee optimal market liquidity and effective management of the underlying portfolio.
Equity
The best ideas on the market selected by the Pharus Sicav sub-fund management team and integrated with quantitative systems designed specifically for asset management.
Bonds
The best ideas on the market selected by the Pharus Sicav sub-fund management team and integrated with quantitative systems specifically designed for asset management.
Conservative Management
The Conservative Management strategy is designed for those who wish to invest primarily in bonds with low volatility in order to achieve moderate capital growth. It is an alternative to traditional cash and bond products.
The portfolio is diversified with investment across asset classes – bonds, equity (up to 10%) and balanced funds. Up to 70% of assets can be invested in UCITS and other UCIs, with a maximum of 25% in subordinated bonds and convertible bonds.
Prudent Management
The Prudent management strategy is aimed at those seeking a broad diversification of investments, with the choice of markets and styles being delegated to the manager. Managers aim to grow the assets through quantitative strategies for long-term allocation, and discretionary strategies to respond to changing market conditions over the medium to short term.
Up to 70% of assets can be invested in UCITS and other UCIs, with a maximum of 10% in subordinated bonds and convertible bonds, and up to 30% in equitiy.
Balanced management
The Balanced management strategy is the right solution for medium-risk profiles. The broad diversification of strategies and asset classes makes it possible to adapt to changes in the market environment while keeping portfolio volatility under control.
The choice is delegated to the manager, and the portfolio can invest in equity strategies (up to 50%) and up to 40% in UCITS and other UCIs, with a maximum of 25% in subordinated bonds and convertible bonds, in both developed and emerging countries.
Dynamic management
The Dynamic management strategy is aimed at those who want a disciplined and flexible equity investment in order to achieve significant future asset growth. The multi-manager and multi-style approach enables long-term capital appreciation mainly through the selection of UCITS (funds and SICAVs).
Up to 100% of assets can be invested in equities, while up to 40% can be invested in UCITS and other UCIs, with a maximum of 20% in subordinated bonds and convertible bonds.
Equity management
The primary objective of equity management is to increase capital with a long-term time horizon and a high level of risk. International equity instruments are selected through a quantitative momentum strategy, which aims to identify trends in the financial markets.
In this regard, the broad diversification in terms of issuers, sectors, factors and countries is aimed at ensuring a continuous optimisation of the portfolio with respect to the different market cycles.
