COMPANY P R O F I L E

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Il Premio è promosso dal Gruppo 24 Ore

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Arca Fondi SGR continues the long-established expertise built up by

Arca SGR over the thirty years since it was itself founded by initiative

of twelve Italian Popolari Banks.

To protect the interests of investors and ensure that asset management

decisions are made independently, the company adheres at all times

to the Autonomy Protocol for the Handling of Conflicts of Interest

drawn up by the association of Italian investment management

companies, Assogestioni.

That continuity and autonomy, which extend to dealing as well, ensure

that protection of the client is Arca Fondi’s constant objective and the

foremost of its corporate values.

Premio Alto Rendimento

Best Emerging Markets Debt Manager Europe

Premio Istituto Tedesco di Qualità e Finanza

Pension Fund Manager of the Year

Top Gestore Fondi PIR

Digital Wealth Management Company

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1983-2013

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ARCA FONDI

Professional asset management

Arca Fondi’s investment philosophy is directed towards

creating value for the client with continuous monitoring of risk.

It is founded on the rigor of the firm’s asset management

process, which has three stages:

Asset allocation, resulting from the coordinated efforts of

individual fund managers and the Investment Committee.

Portfolio management, under two models: “Index Plus” for

benchmarked portfolios, and “Absolute Return” for portfolios

which are designed to target a positive return whatever the

financial markets’ performance, always remaining consistent

with a given volatility profile.

Risk control, the task of the Risk Management function

- which oversees asset management and assesses each

portfolio’s degree of risk in terms of appropriateness to that

portfolio’s specific investment objectives.

Funds Management

In the most innovative areas of financial markets, Arca Fondi

SGR’s thoroughly professional asset management is in the

hands of specialist teams, wielding extensive and long-

standing expertise.

Capability and experience in investment, organization and

administration, continued product innovation have won Arca

Fondi SGR a leading position among Italian providers in terms

of total assets managed and awards received.

Arca Fondi SGR is a long-standing Italian investment manager

offering a broad range of mutual funds owning diversified

holdings in all types of financial assets and all main geographical

areas. Its leading funds still include two launched in September

1984: Arca BB and Arca RR Diversified Bond, which continue

the three decades and more of Arca Fondi SGR’s asset

management tradition.

Fixed income funds are managed using fundamental and

quantitative analysis: the first forecasts macroeconomic

variables and assesses individual company soundness, while

the latter uses those forecasts and assessments to estimate

target prices and yield premiums for the various securities

available across the entire range of possible investments; then

the final decision arises from the comparison of these figures

with current market prices.

The policy for managing equity funds features an approach

based on rigorous qualitative and quantitative analysis and

aimed at creating value through stock selection, market timing,

risk control and yield enhancement strategies. Stock selection

is supported by quantitative models designed to pick stocks with

good fundamentals and an attractive risk/return profile.

The Funds available forasset allocation

Arca Economia Reale Italia, Arca Risparmia & Consolida

PIR - Arca Economia Reale Italia

Arca Fondi has been one of the first Italian fund managers to launch a

series of PIR-class mutual funds in 2017. Personal Investment Plans

(Piani Individuali di Risparmio, or PIRs) are investment instruments with

tax benefits (total exemption from taxes on gains and distributions)

which concentrate on stocks of companies operating in the Italian

real economy, an asset class on which Arca Fondi has accumulated

considerable experience.

Today Arca Fondi is one of the leading managers in the PIR sector, its

range of funds denominated Arca Economia Reale Italia includes five

dedicated funds, three balanced and two equity focused.

Arca Risparmia & Consolida

Arca Risparmia & Consolida (Save & Consolidate) is an investment

solution introduced in 2011. It offers an automatic investment system

that uses simple algorithmic mechanisms for making the most of

market volatility.

Arca Risparmia & Consolida is an investment service whose precise risk

reduction tools provide an efficient way of investing in markets which

offer greater potential returns.

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FONDI DI INVESTIMENTO

ARCA RR BB30 ANNI DI SUCCESSO PER I NOSTRI CLIENTI

19842014

Pension FundsESG Leaders, Arca Strategia Globale

Fondi Sostenibili e Responsabili “ESG Leaders”

Arca Fondi is a signatory of the United Nations Principles for Responsible

Investment (UN PRI) because we think that also through investment

management it is possible to work for a better environment and create

a more sustainable future for people and society.

Sustainable Funds invest in financial instruments of companies which

respect Environment, Sustainability and Governance investment

principles.

Our offering of ESG funds includes Arca Azioni Far East ESG Leaders,

Arca Azioni America ESG Leaders, Arca Opportunità Sostenibili and

Arca Green Leaders.

Arca has developed a proprietary ESG Rating criteria to find the

securities that better suit the investment objective of its ESG Funds.

Arca Strategia Globale

When it introduced Arca Strategia Globale in 2009 Arca Fondi SGR

pioneered a new generation of funds managed by means of innovative

“controlled risk” techniques whose aim was to achieve a positive return

over the specified time horizon however the market performed. The

Strategia Globale funds were created to meet the needs of clients who

want a highly diversified instrument in which the manager is given wide

discretion to seek out the best investment opportunities available in the

markets, subject to specified risk limits.

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Arca Previdenza

Arca Fondi SGR has amassed considerable expertise in sponsoring

and managing pension schemes, and is proud of its leading position

in this sector of particular strategic importance in Italy.

In 1998, in fact, Arca launched one of the country’s very first open

pension schemes, Arca Previdenza, today Italian employees’

favourite Open Pension scheme by AUM.*

Arca Previdenza consists of four investment compartments, one of

them carrying a guarantee and all of them largely diversified. Arca

Previdenza offers clients a personal choice of these on the basis

of their risk appetite and the number of years remaining before

retirement. Each subscriber’s personal scheme portfolio can, if

desired, be spread over more than one sub-fund according to their

individual requirements.

* Source IAMA. Data for 31 December 2019

Sidera SICAV

Sidera Funds SICAV

Sidera Funds SICAV instruments are designed for experienced

investors who seek high potential returns. They offer such investors

innovative solutions within a framework which rigorously controls risk

and asset allocation.

Sidera Funds SICAV features the following strengths:

Innovative techniques of active asset management and

stock selection.

Partnerships with leading international asset managers.

New opportunities concentrating on theme investments and non-

traditional asset classes.

Arca Fondi SGR è Global Distributor e Investment Manager di

Sidera Funds Sicav.

Arca Fondi’s digital ecosystem

Arca Fondi SGR can now offer its distribution partners and clients an

ecosystem of leading-edge digital platforms and instruments to inform

and support their decisions.

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Advertising communication. Before subscribing, prospective investors should read the Key Investor Information Document (KIID) which any person offering an investment must provide before any contract is signed. They should also read the Prospectus and the MiFID Notice (available from the placement agent or at www.arcaonline.it). The target return of a financial investment is not a guaranteed minimum return. Income distribution funds may distribute more than their holdings earn, in which case the distribution will include a partial reimbursement of the initial capital. Products are not guaranteed. Past performance is not a guide to future results.Promotional communication concerning supplementary pensions. Read the Information Notice and the Scheme Rules before subscribing.

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