Managed Accounts

Absolute Return, Asset Allocation agreed with the Client, Proprietary platform to Build Efficient Portfolios, Selection of Best Managers into the Market. Friendly Statements and Reporting. A dedicated Financial Advisor

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Mission

Customized solutions

Investment strategies and tailored-made portfolios based on a wide range of financial instruments, adamant customer profiling, sound and robust risk analysis

Portfolio Management

Absolute return strategies, management style agreed with the customer. Strictly aligned investment goals and proposed portfolio, chosen within a subset of Line You and Linea Open.

Reporting and controls

Constant daily portfolio monitoring, periodic meetings with the Anthilia Advisory Team. Portfolios are also available on-line. Reports are updated daily and friendly-to-read
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Management Lines

Linea You

The Linea You is the result of the Anthilia team’s management experience. Portfolios are built through minimize management cost and give value to the client. Assets used are A. Anthilia Sgr Proprietary funds and ETFs. These latter are used for asset classes not directly hedged. Portfolios falling into Linea You reflect the house’s view in the medium to long term time line. Risks are managed tactically according to market phases

Linea Open

The Linea Open leverages on the advisory team selection talents. Portfolios are built through a proprietary, quantitative and qualitative analysis process that identify the best performing flexible funds on the market Vis-a-vis the client needs. The portfolio strategy is based on a combination of active strategies, that aim to offer efficient allocation of assets taking in mind the two variables: assets of cost and foreseeable risk reward
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Risk Profiles

The You and Open lines are divided into 4 risk classes identified by a target volatility level (ex-ante). Portfolios may have a certain degree of customization respecting the pre-assigned maximum level of their own risk class

Class 3

Max 3% volatility

%

Target

Capital preservation, protection against inflation

Class 7

Max 7% volatility

%

Target

Reasonable capital
growth

Class 10

Max 10% volatility

%

Target

Significant capital
growth

Class 20

Max 20% volatility

%

Target

High capital
growth

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Model Portfolio

Linea You

Anthilia Ucits Funds + tactical allocation

You 20
You 10
You 7
You 3

Linea Open

Third parties selection + optimization

Open 20
Open 10
Open 7
Open 3