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).
