Last NAV 18.09.19
20.4929
Performance YTD 18.09.19
+ 24.2 %
AUM 13.09.19
226.1 mln €
AUM class I 13.09.19
214.0 mln €

Identity Card
Line
Markets
System
Anima Funds
Macrocategory
Equity
Assogestioni Category
American Equity
Country
Irlanda
Inception date
28.10.08
ISIN code
IE0032463287
IBAN code
IBAN codes are available in the subscription forms

Risk/return profile
The Fund has been classified in risk/reward class 6, because the annualized volatility of the weekly returns of the Class over the last five years (estimated using the returns of another Class where the actual Class’ returns are not available) is equal to or greater than 15% and less than 25%.
Category may change over time For further details about risk profile please check the KIID

Rating profile
Morningstar Rating
 
 

Overview

Investment Objective
The Fund invests mainly in equities issued by companies listed on North American markets and/or North American issuers listed on other regulated markets with stable growth expectations and adequate diversification at sector level.
The Fund may enter

Management style


This fund compares allocation choices and performances with an index or a reference basket (benchmark):
100.0%
Mercato azionario americano  (MSCI USA)

Management Team
Carla Scarano

Senior Portfolio Manager Global Equity

Mary Thomson

Responsabile Global Equity

Data as at: 18.09.19
Figures in percentage. Returns for Italian-based funds and their benchmarks are gross of taxes, from July 1st, 2011 onward. The benchmark provided for foreign funds is a relevant market index (or basket of indexes), if not included in the Prospectus. Flexible funds do not have a benchmark, because of their flexible investment strategy. Funds' performances are total return, i.e. assume that dividends are reinvested.
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