Fostering positive change through investments: Generali leverages its role as a key global institutional investor and asset manager to apply strict ESG (Environmental, Social and Governance) criteria to the Group’s investments.
Quarter in Review
The Aperture Credit Opportunities Fund (Ticker: AICOIUC LX, Institutional USD Acc) returned 1.75% (net of frees) for Q1 2021, versus the Fund’s benchmark return of 0.50%, for a total outperformance of 1.25%.1
The recovery in markets from the March 2020 lows through to the end of the year was broad- based and quite remarkable.
CIO, UK, and Portfolio Manager
1) Fund benchmark: United States Secured Overnight Financing Rate (SOFR) + 2%
© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments and Generali Real Estate S.p.A. Società di Gestione del Risparmio.