Investment proposals

There are seven funds currently established and managed, belonging to the balanced category, with different risk-return profiles and varying percentages of equity and bond components.

These are open-ended mutual funds established under the laws of San Marino whose management rules regulate the investment activity in compliance with the provisions of the Community Directive 85/611/EEC as amended, on the coordination of laws, regulations and administrative provisions relating to “Undertakings for the Collective Investment of Transferable Securities” (UCITS).

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