Income Plus

BALANCED

Target

Sidera Income Plus is intended for investors seeking medium-term capital growth through highly diversified investments. The Fund adopts a flexible approach, with dynamic and broadly diversified asset allocation designed to pursue its return objective while maintaining a contained level of portfolio risk.

INCOME PLUS

Share ClassIsinInception dateMorningstar Category™Distribution PolicyCurrency
B Acc*LU200492145312 september 2019Cautious AllocationAccumulationEUR
A IncLU31328244943 november 2025 Cautious AllocationAccumulationEUR
A AccLU31328242213 november 2025Cautious AllocationAccumulationEUR

Main characteristics

The investment process is based on allocation decisions designed to diversify the sources of risk within the portfolio. Sidera Income Plus is a low-volatility multi-asset fund whose primary objective is to generate a moderate but consistent level of income over a relatively short investment horizon. With a risk profile comparable to that of a low-volatility bond fund, the portfolio is constructed by seeking carry and income opportunities across the various asset classes.

 

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Kid Sidera Income Plus EN
124 kb
Kid Sidera Income Plus A Acc EN
128 kb
Kid Sidera Income Plus A Inc EN
128 kb

*Share Class reserved to Institutional Investors