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Anima Iniziativa Italia YD

classificato 4 su 6 di - Italia società medie e piccole su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Luigi Dompè

Luigi Dompè was born in Turin, Italy in 1974. He graduated from Turin University with a degree in economics. Luigi started his career at Banca Sella in 1999 and worked as an assistant portfolio manager responsible for the bank’s bond portfolio and was promoted to equity analyst in 2002. Luigi joined Monte Paschi Asset Management in 2005 and served as an assistant portfolio manager focusing on the Italian, European and emerging equity markets. He is currently a portfolio manager at Prima SGR having joined in 2008. He adopts a value-oriented investment style and implements peer group analysis to find undervalued stocks. He is a CFA Charterholder. Outside of the fund management, he likes travelling and all sorts of sports.

Obiettivo

The Fund aims to grow the value of invested capital, through investment in securities of shareholding. Main categories of financial instruments subject to investment: shares issued by companies of small and medium-sized Italian issuers listed on regulated markets. Financial instruments are mainly denominated in Euro.

Performance

Italia società medie e piccole su un periodo di : 31/01/2016 - 31/01/2017
  • Classificazione 4/6 Rendimento totale
  • Classificazione 6/6 Deviazione Standard
  • Classificazione 4/6 Perdita Massima

Rendimento totale

Performance trimestrale

a 01/01/2017 Annuale T1 T2 T3 T4
2016 -5,7% -9,2% -9,4% 1,7% 12,7%
2015 0,2% -2,7% 6,2%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Italy

Informazioni sul fondo

  • Inizio collocamento05/02/2015
  • Dimensione share class19Mn
  • Valuta di baseEUR
  • ISIN IT0005074056

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo150.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,14%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).