SUB-FUNDS
PIR Advantage
Generate long-term value and at the same time support the Italian real economy
PIR Advantage
Management styles
The objective is capital growth over the medium to long term through investment in a diversified portfolio of financial instruments issued primarily by Italian companies, in compliance with regulations governing Individual Savings Plans (PIRs).
Investment limits
- At least 51% in equity instruments
- Maximum 49% in bonds
- At least 70% in instruments issued by companies resident in Italy
- At least 17.5% in Italian mid-cap companies (not included in the FTSEMIB)
- At least 3.5% in Italian small-cap companies (not included in the FTSEMIB or the FTSE Mid Cap)
Investment process
Investment selection is based on fundamental and financial analysis aimed at identifying companies characterized by solid fundamentals, good growth prospects, and high-quality governance.
For Italian investors
Investing in the sub-fund may entitle an Italian investor to the tax benefits applicable to Individual Savings Plans (PIRs), provided the conditions set out in Italian PIR regulations are met. Please contact us for further information.
Investment in the SICAV’s sub-funds involves risks. Full information on risks is available in the Offering Prospectus, chapter 5 “Special Considerations on Risks” (Prospectus June 2026 – Base Investments SICAV)
Our professionalism, balance and dedication are the key to achieving successful results in your investments