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Symphonia Lux - Azionario Small Cap Italia R Dis

classificato 36 su 37 di - Italia su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Guido Crivellaro

Guido Crivellaro was born in Milan in 1966 and studied economics at the Università Cattolica Milano. He started his career in 1991 as a sell-side analyst before becoming the head of research in 1997. Guido is now a fund manager at Symphonia Sicav. Outside of fund management he lists tennis, music, and basketball as his interests.

Samantha Melchiorri

Samantha Melchiorri was born in early seventies in Monza - Milano, Italy and studied political sciences at Milan University. She worked as a sales trader for over 15 years at various companies starting from ING Milano in 1995, BNP Paribas in 1998 and then at Banca Profilo in 1999. Samantha joined Symphonia SGR in 2000 as a portfolio manager where she invests in equities and uses a valuation investment approach. Outside of work she listens to music and enjoys sports like tennis and jogging.

Obiettivo

The Fund invests 70% in equity securities in regulated financial instruments or in multilateral systems stipulated with companies that are fiscally resident in Italy or in Member States of the European Union or in other States that are members of the agreement on the European economic area with permanent organizations in Italy, that perform activities other than real estate. At least 30% that corresponds to 21% of the portfolio may be issued by companies other than those included in the FTSEMIB index of the Italian Stock Exchange or in equivalent indices on other regulated markets.

Performance

Italia su un periodo di : 30/06/2017 - 30/06/2018
  • Classificazione 36/37 Rendimento totale
  • Classificazione 2/37 Deviazione Standard
  • Classificazione 7/37 Perdita Massima

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -0,6% 0,0%
2017 9,1% 6,9% 3,0% 2,6% -3,4%
2016 -8,4% -10,6% -8,2% 1,0% 10,5%
2015 9,7% 18,0% -4,1% -7,8% 5,2%
2014 -5,1% 2,5% -1,6% -2,6% -3,5%
2013 15,6% 2,2% -0,1% 5,8% 7,0%
2012 10,6% 5,5% -4,0% 5,7% 3,3%
2011 -8,2% 6,2% -1,9% -15,1% 3,7%
2010 -12,9% -0,7% -14,8% 3,7% -0,7%
2009 19,2% -11,7% 19,1% 16,7% -2,9%
2008 -45,8% -17,3% -4,1% -15,7% -18,9%
2007 -5,7% 3,2% 1,8% -4,5% -6,1%
2006 5,8% 7,1%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Germania
  2. Italia
  3. Lussemburgo
  4. Svizzera

Informazioni sul fondo

  • Inizio collocamento25/04/2006
  • Dimensione share class02Mn
  • Valuta di base
  • ISIN LU0247031429

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale2,00%

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