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The Group’s funds are managed by Ersel Asset Management SGR, the first management company authorised in Italy, and by Ersel Gestion Internationale SA, a company incorporated under Luxembourg law. The Group distributes its investment funds through the bank Ersel Banca Privata SpA and Online SIM SpA, an online fintech platform to purchase mutual funds.

Aware of the importance of an active role in combating climate change, Ersel participates in the PRI through Ersel Asset Management SGR and Ersel Gestion Internationale. The PRI (Principles for Responsible Investments) are a United Nations initiative created to promote the integration of ESG principles in asset management and investment decisions and the development of a more sustainable global financial system. Ersel also participates in the Forum for Sustainable Finance.

*Rating

This rating refers to the rating calculated by Morningstar. Within the fund pages there is also the rating calculated by CFS Rating.

Funds documents
A copy of the previous versions of the issuing documents is available at Ersel Gestion Internationale upon request.

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* Average annual compound yield.

Ersel uses funds not as mere products but as efficient and functional tools for portfolio building. Ersel uses internal managers, external managers for delegated funds and partnerships.

Internal managers


Ersel makes use of internal managers focused on the areas and strategies in which it boasts a long experience and consolidated track records, confirmed by numerous awards and awards.

  • Internal range: Fondersel, Leadersel, Hedgersel  
    These funds are entrusted to internal management teams, separated by legal nature between Italian law (Fondersel) and Luxembourg law (Leadersel). Alongside these is Hedgersel, a historic alternative fund, always led by an internal team.
     

External managers


The team that operates at the London office makes available to the customer the skills of external managers, identifying the partners to whom to delegate the management of specific asset classes. The selection process of the best specialists worldwide takes place through a careful due diligence of the management structures, to ensure soundness in the investment processes and persistence of results.

  • Delegated funds: Globersel
    The Globersel are departments entrusted by Ersel Asset Management SGR in delegation to the best international specialists.
     

Partnership


Over the years Ersel has consolidated partnerships with leading management companies, thanks to which it is able to offer exclusive investment opportunities to its customers

  • Partnership: Fondaco, Equiter, Muzinich
    Thanks to partnerships with leading players, investment opportunities are offered in private markets:
    - Fondaco per Ersel Private Equity Fund
    - Equiter per Equiter Infrastructure II
    - Kervis per Ersel Real Estate Fund ESG

To complete the range, Ersel distributes selected products from the main management companies. Among these Muzinich Firstlight Middle Market Eltif, one of the first Italian Eltifs.


ESG Funds


Ersel, always attentive to the issues of social responsibility, welcomes the plan of the European Union that has the objective to contribute to the development of a finance sustainable with uniform rules. All its products incorporate criteria that respect the environment, human rights and good governance practices of companies, as provided for in art. 6 of the relevant European Regulation SFDR. In addition, some of the group’s funds promote, inter alia, environmental factors or social or good governance practice, pursuant to art. 8 of the Regulation.

Responsible investment policy

  • With regard to funds managed directly, the Group companies apply strict exclusion criteria, which concern issuers that do not comply with international treaties (such as the Ottawa Treaty on anti-personnel mines) or which contradict the ESG principles in their activity (tobacco, coal mining, fracking, Arctic hydrocarbons, etc.) and also issuers established in countries that are subject to international sanctions or that violate the UN Compact principles
  • As regards third-party Oicrs and Etfs, there is a negative screening aimed at identifying their compatibility with reference to the Group’s exclusion policy. The ESG risk assessment process shall be continuously monitored. In addition, the Group’s management companies follow a policy (Engagement Policy) on the criteria and methods of exercising the voting rights associated with the participation in the share capital of the issuers.

For more details, visit the sustainability page.
 

PIR Funds


I PIR (Individual Savings Plans) were introduced in Italy with the 2017 Budget Law. These products are focused on medium- and small-cap companies; if held for at least 5 years, they provide for total exemption from any form of taxation on profits earned - dividends, coupons, capital gains - succession and donations.  The investment limit is 40,000 euros per year, with a maximum of 200,000 euros overall.
Within the Ersel range, two products, Leadersel PMI and Leadersel PMI HD, are PIR compliant and can therefore be used by the customer as part of its PIR account in order to benefit from the tax benefits provided by the legislation.
 

Private Equity Funds


Private equity investments, thanks to their risk/return profiles and low correlation with traditional assets, can help diversify and optimize the portfolio’s exposure. 
Private equity funds provide capital to non-listed companies with a high potential for development and growth, with the aim of achieving a substantial increase in value invested following the sale of the shareholding acquired or on the stock exchange listing.

In addition to offering higher performance prospects than traditional asset classes, the investments of specialized products in this sector are useful as a means of diversification:

  • compared to traditional equity exposure, they may provide protection at bad times
  • give access to new markets or niches of the economy that cannot be reached with investments in listed markets

The Ersel group has chosen to collaborate with leading players in the sector: Fondaco for Ersel Private Equity Fund and Equiter for the Equiter Infrastructure II fund, both closed funds, with a long investment horizon.

 

Reserved closed-end alternative funds


There are also some reserved closed-end Alternative Funds available to customers. We list them below:

  • Equiter Infrastructure II, italian fund 
  • Alisia RE, Italian real estate fund
  • Palatino RE, Italian real estate fund
  • Ersel Real Estate Fund ESG, Luxembourg fund
  • Ersel Private Equity Fund, Luxembourg fund

© 2025 Ersel Banca Privata - P.Iva 11894590154

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