Carisp SG

Carisp SG is an asset management company, linked to the oldest bank in the Republic of San Marino.
It manages the first open-ended investment funds under San Marino law for the public.

The philosophy that sets Carisp SG apart can be summed up as professionalism, innovation, authority and transparency with regard to the most diverse types of investors.

The two Funds: Carisp Dynamic and Carisp Global Bond, which SG proposes in line with global investment trends, represent a range of services and products that are always at the highest level, enabling the most demanding investor to plan the duration and size of assets on a tailor-made basis.

The Management and the selected team of professionals are effective and flexible members of a team with a wealth of experience and expertise in the fields of strategic consulting, investment banking and asset management, making Carisp SG a leading player on the current international scene.

FONDO CARISP DYNAMIC

The first bond and equity mutual fund under San Marino law that caters to all types of investors

The Carisp Dynamic Fund, launched in June 2014, is a flexible balanced fund, aimed at the widest range of investors, with an absolute return objective and maximum acceptable risk threshold.
Investments are primarily or mainly made in financial instruments listed on official or regulated, recognised, regularly operating and publicly available markets of OECD member states and other sovereign states.

1. Fact Sheet
2. Summary Sheet
3. Up-to-date quotations

FONDO CARISP GLOBAL BOND

The first global bond mutual fund under San Marino law

Carisp Global Bond is a global bond investment fund that invests mainly in financial instruments of a bond and monetary nature.

The Fund may invest to a lesser extent in money market/bond funds (including linked funds), certificates and other similar instruments whose investment policy is consistent with that of the Fund. The Fund may invest to a limited extent in convertible bonds, ABS and perpetual securities.
Investments are primarily or mainly made in financial instruments listed on official or regulated, recognised, regularly operating and publicly available markets of OECD member states and other sovereign states.

1. Fact Sheet
2. Summary Sheet
3. Up-to-date quotations

The sole distributor of the Carisp Global Bond Fund, as well as the Carisp Dynamic Fund, is Cassa di Risparmio della Repubblica di San Marino S.p.A. Applications must be directed to branches of Cassa di Risparmio della Repubblica di San Marino S.p.A., where a member of staff will provide you with the Fund’s Regulations and Prospectus and answer all enquiries.