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Anima Europa A

classificato 87 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Lars Schickentanz

Lars Schickentanz was born in the port town of Luebeck in Germany, and studied business administration in Nuernberg. In 1989 he started his career in the investment industry which has now spanned two decades. He started out as an assistant portfolio manager at Fiduka Depotverwaltung GmbH. He left in 1991 and worked at Prime Investment Management and Caboto Gestione between 1992 and 1998. He joined Prima SGR in 1998 and is currently head of investments at Anima.

Obiettivo

The Fund aims to increase the value of the invested capital investing in equities denominated in the principal European currencies issued by companies listed on European markets and/or European issuers listed on other regulated markets, with stable growth expectations and adequate diversification across sectors. Fund uses a leverage between 1 and 1.5. The use of derivative financial instruments is aimed at servicing risks , efficient portfolio management and investment . The use of derivatives is consistent with the risk / return profile the Fund and is contained within a maximum exposure limit overall amounting to heritage Net of the Fund.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 87/244 Rendimento totale
  • Classificazione 103/244 Deviazione Standard
  • Classificazione 54/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -11,6% -5,4% 4,7% 1,9% -12,4%
2017 7,9% 3,6% 1,4% 2,8% 0,0%
2016 0,1% -7,4% -0,8% 2,5% 6,2%
2015 8,1% 16,3% -3,3% -7,4% 3,8%
2014 4,7% 2,1% 1,9% 1,1% -0,5%
2013 20,6% 5,4% -1,1% 8,9% 6,3%
2012 15,4% 7,7% -4,9% 6,2% 6,1%
2011 -17,7% 0,1% -1,7% -20,0% 4,6%
2010 17,2% 2,4% -5,2% 8,1% 11,8%
2009 21,3% -10,9% 13,6% 17,2% 2,3%
2008 -42,4% -16,4% -7,3% -7,8% -19,3%
2007 -1,4% 3,9% 6,1% -4,6% -6,2%
2006 19,5% 8,1% -4,4% 6,3% 8,7%
2005 15,3% 2,7% 4,0% 6,2% 1,7%
2004 8,9% 2,8% 2,4% -2,9% 6,6%
2003 23,3% -11,1% 21,9% 7,1% 6,3%
2002 -33,6% -1,6% -17,9% -22,7% 6,4%
2001 -21,2% -6,3% -2,9% -26,8% 18,2%
2000 12,4% 2,9% -5,9%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Italia

Informazioni sul fondo

  • Inizio collocamento11/04/2000
  • Dimensione share class393Mn
  • Valuta di baseEUR
  • ISIN IT0001415287

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo500
  • Investimento aggiuntivo minimo50

Commissioni

  • Commissioni di gestione annuale2,00%
  • Investimento iniziale2,00%

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