Eurizon enters the world of ETF

The new YourIndex Sicav range includes a large selection of equity and bond products

The range is established and managed by the Luxembourg-based subsidiary Eurizon Capital SA.

Thanks to the dedicated management team, a range of index-linked funds including both listed (UCITSs-ETFs) and traditional (retail and institutional) classes, has been developed to meet investors’ strategic asset allocation needs and the need for more tactical options.

The new proposal includes a broad and diverse selection of products, with 26 funds, spanning the main bond and equity asset classes.

Since 23 May, 10 equity funds have been available and their ETF classes went to market on 18 June. The phasing-in phase of the bond funds began on 6 June.

YourIndex Sicav combines the advantages of ETFs with those of investment funds. The combination of quantitative models and discretionary assessments adds value over the benchmark. The new range, like the rest of Eurizon’s offering, takes environmental, social and governance factors into account when selecting financial instruments.

“Eurizon ‘s strategy has always been characterised by a strong focus on product innovation in response to our clients’ needs”, said Massimo Mazzini, Deputy General Manager, Marketing and Business Development at Eurizon. “This is why we have created a range of ETFs and passive funds that offer flexibility in accessing specific markets, with cost advantages.

These instruments”, Mazzini emphasises, “fit into Eurizon’s offering as an important support for portfolio diversification, not as a replacement for traditional funds, but rather with a view to complementing active and passive management. For us, they represent optimal solutions as components of asset management, unit-linked and funds-of-funds schemes where active asset allocation management is the main component of value creation for our clients”