Personalization, optimization of taxation, efficiency and ancillary services. These are the four main advantages of Fogli Fideuram, the new service created by Fideuram Investimenti SGR and offered exclusively to customers of the Fideuram group, which is presented as a multi-line asset management that allows you to freely combine multiple investments. In total there are over 40 combinable solutions. The products are then divided by type of investment and underlying instruments within the 4 families: Classe, Consiglio, Tema, Stile. Each family is designed according to the investment objective (with access thresholds ranging from 5 to 15 euros) for greater portfolio customization.
A fully customizable service, but not only: it is possible to choose the most suitable tax regime (managed or administered); optimize the participation of your investment in the financial markets, easily converting and reallocating your portfolio; enjoy additional services such as the possibility of scheduling divestments, distributing some proceeds in the current account, making additional payments via direct debit. The four families that make up the Fideuram Fogli have different characteristics, to respond to different needs and depending on whether the portfolios are mainly made up of securities or funds: Class, Council, Theme and Style.
I Sheets Class they mainly invest in funds and ETFs, structured by asset class: they are selected between sectors and geographical areas with different risk profiles, both in the bond and equity universe. These Sheets include, for example, the Markets Equity and the Emerging Markets Bond. THE Board Sheets instead they are even more heterogeneous: they are multi-asset portfolios with different risk profiles, drawing on shares, bonds and currencies, with investment flexibility and alternative strategies.
They are oriented towards specific themes i Sheets Theme, with investments mainly in securities and ETFs: ranging from education to renewables, from blockchain to waste, water, e-commerce, biotech, banks, entertainment, energy, precious metals, real estate. There is also the “Obesity, Wellness and Healthy Food” category and a series dedicated to Dividend Aristocrats, i.e. those stocks generally belonging to defensive sectors (utilities, food, pharmaceuticals) which stand out for the significant amount of their dividends. They always enjoy considerable interest from investors due to their defensive characteristics and because they represent a valid alternative in terms of returns to bond investments with which they generally share a low volatility.
It flies, i Style Sheets, which offer a series of investments in securities and ETFs on the European or US market, with a well-defined style that allows for the capture of specific performance factors on the market currency, but also on both the US and EU Momentum index (that is, the index that measures the speed with which prices change, both positively and negatively), on Europe/US Quality, Low Volatility or High Dividend.
“This new investment platform – he commented Fabio Cubelli, co-managing director and head of Fideuram's business coordination area -, with a strongly digital connotation, is aimed at all those customers who want to participate in the definition of their investment while taking advantage of the skills and professionalism of a dedicated manager and financial advisor. Thanks to this platform, our customers will be able to choose the sheet, or combination of sheets, that best suits their investment needs, with the widest range and type of underlying, identifying them among those built, monitored and updated over time by Fideuram Investimenti and opting for the most suitable tax regime for them. The Fogli – concludes Cubelli – are part of the Fideuram tradition of innovation, which began 50 years ago with the first investment funds in Italy”.
