IMPact SIM is the exclusive distributor for the Italian market of WORLD IMPACT SICAV’s sub-funds, a Luxemburg-based multi-class open-ended investment vehicle, of which IMPact SIM is also the investment manager.
Each sub-fund is managed according to the specific investment experience of the manager in charge. WORLD IMPACT SICAV’s sub-funds have daily liquidity and are accessible to both private and institutional investors, either through direct agreements or via online platforms.
The updated Prospectus, the Key Investor Information Document (KIID), as well as the daily calculation of the NAV and half-yearly and yearly financial reports are available on the website of the management company Casa4Funds SA.
WORLD IMPACT SICAV’s sub-funds managed and distributed by IMPact SIM
Flexible Global Opportunities
The sub-fund’s objective is to achieve long-term capital growth, by investing its assets in large-cap equity at the global level and with a focus on value securities. The sub-fund adopts a flexible investment style, aimed at generating above-benchmark risk-adjusted returns.
Risk-reward profile: 5
The sub-fund’s objective is to achieve long-term capital growth. The sub-fund invests most of its assets in a portfolio of option derivatives with underlying securities being the main global stock market indices. The liquidity component is invested in Euro-denominated European sovereign bonds with short-term maturity.
Risk-reward profile: 4
The sub-fund objective is to achieve medium-to-long term capital growth. The sub-fund invests primarily in a diversified portfolio of corporate bonds with no maturity date issued by investment-grade large-cap corporates. The sub-fund does not invest in bonds issued by banks and insurance companies.
Risk-reward profile: 3
The sub-fund’s objective is to achieve medium-to-long term capital growth. The sub-fund invests its assets primarily in bonds with no constraints regarding issuer category or duration. The credit and liquidity risks of the bond portfolio are managed tactically, with the objective to take advantage of any pricing inefficiencies.
Risk-reward profile: 3
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