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 Class | Isin | Inception date | Morningstar Category™ | Distribution Policy | Currency |
|---|---|---|---|---|---|
| B Acc* | LU2004921453 | 12 september 2019 | Cautious Allocation | Accumulation | EUR |
| A Inc | LU3132824494 | 3 november 2025 | Cautious Allocation | Accumulation | EUR |
| A Acc | LU3132824221 | 3 november 2025 | Cautious Allocation | Accumulation | EUR |
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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*Share Class reserved to Institutional Investors
