The Leonardo UI Fund is our flagship and sign board at the same time. The asset management fund is based on the investment criteria and specifications of the independent Canadian analysis house BCA-Research. For three decades, they have impressed with a tactical allocation model through stability and an outstanding performance.
The model is based on the four asset classes equities, government bonds, commodities and cash. These are divided by federal state. The tactical BCA model is supplemented by a stock-picking medium-term-oriented selection of corporate bonds – a favourite of ICM.
Both components have achieved impressive results in the past few years, which attracted several awards to the fund. In various comparances the Peer Group always granted top positions to the fund.